Key Responsibilities:
Business Performance Review and Reporting – 50%
- Lead the creation, approval, and timely delivery of all reporting.
- Collaborate with relevant departments to automate manual reporting processes and optimize delivery strategies.
- Ensure optimized SQL queries are used when creating, editing and/or maintaining all dashboards.
- Assist in the development and troubleshooting of Excel macros to support reporting needs.
- Fulfill ad hoc data requests and maintain recurring reports aligned with SLA commitments.
- Develop and maintain business review presentation decks, including drafting, updating, and coordinating input from cross-functional teams.
- Manage and update assigned ServiceNow tickets to ensure timely resolution and tracking.
- Apply auditing principles to guide decisions on data presentation and ensure reporting accuracy.
- Monitor and evaluate dashboard performance to ensure data accuracy, usability, and alignment with business objectives, making enhancements as needed to support continuous improvement.
Communication and Partnership – 25%
- Serve as the primary point of contact for reporting-related inquiries, providing technical support and guidance to internal stakeholders.
- Document stakeholder requirements and ensure all deliverables meet agreed-upon specifications.
- Plan, conduct, and track training sessions for team members on Power BI, Excel, and reporting best practices.
- Communicate updates, trends, and issues impacting reporting and analytics to relevant teams and leadership.
- Collaborate with cross-functional teams (e.g., Operations, Compliance, IT) to translate business needs into actionable insights.
- Research and propose alternative reporting solutions when standard approaches are not feasible, documenting rationale and implementation steps.
Quality Assurance and Process Review – 25%
- Review and validate reports and dashboards to ensure adherence to quality standards.
- Conduct periodic process/quality reviews to identify opportunities for improvement in reporting workflows.
- Maintain documentation of reporting processes, data definitions, and change logs for audit and training purposes.
- Support compliance initiatives by ensuring all reporting activities align with regulatory requirements and company policies.
