Work across various business functions to create weekly and monthly management reports. Mended strained broker relationship by providing superior customer service. Developed and maintained business process documentation, training and materials. Collaborated with Clinical/QA staff to validate data collection and adherence with various requirements. You will assume the role of an Associate Data Analyst who has recently joined the organization and be presented with a business challenge that requires data analysis to be performed on real-world datasets. Modified reporting methods and procedures to improve report content and completeness of information. These skills range from a basic understanding of financial statement data and non-financial metrics that can be linked to financial performance, to a deeper dive into business and financial modeling. Supported CRM department by designing databases to automate processes and create efficiencies. Collected reporting requirements from internal and external customers resulting in user approved reports. Develop Crystal, IBM Cognos, PeopleSoft Discoverer, and PeopleSoft Query reports and queries in support of University system-wide needs. Created reports and analyses that reported the KPI results of the email campaigns sent to Amazon customers. Approved and corrected errors of orders transferred to IBM from business partners. Interpret, analyze and provide recommendations regarding data accuracy and data collection needs and processes. Create reports as requested by users to support and assist the customer service centers in the United States and abroad. Assisted in the development of a QA Audit program for departmental reports. Upload custom reports to FTP sites and other Vendor Reporting Platforms. Involved in integration rules for the ETL process for the ongoing ERP Participated in initial reports build and optimization of existing reports and ETL during post-implementation cycle of EMR build. Assisted manager to monitor emerging accounting pronouncements; drafted memorandum to address technical issues. Assisted with internal business partner communications by building procedures for distributing material cross-site more effectively on Fidelity's own platforms. Created worksheet, dashboards and landing pages with actions for interactive views, trends and drill downs. Created QA test scenarios to ensure technical objects to meet business specifications for the testing team. In addition to analysis skills, data reporting analysts must be able to communicate well with company leadership about their findings. Created a web portal for call center agents that communicated with internal CRM to distribute one-time use appeasement codes to customers. Use of custom company software for the extraction, transformation and load (ETL) process. Identified and analyzed production issues and recommended troubleshooting measures for system and process improvements. Developed highly successful Microsoft SharePoint tools for the management of daily clinical tasks. Recognized for multiple process improvements. Received, corrected, inputted, logged, numbered, recorded, monitored and archived all incoming disaster related files. Gathered business requirements, functional requirements, use cases and business process models for reporting project under the BASEL 2. Recommend actions for process improvements to increase client and member satisfaction. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. Worked with other business units to design and deliver business requirements for EUC. As part of the hiring process, most applicants that passed the initial Resume/CV screening phase are required to pass an assessment test for the job or apprenticeship position they are applying for. Created reports to deploy on web application to make it interactive with user interface using Report Viewer control. Maintain various reports as well as developed new reports to maintain attendance, quality, goals and billing. Designed and developed front end application and end user interface for databases. Analyzed client travel data to ensure accuracy. Project involved upgrading the entire suite of Operational performance reports, based on Revenue and Cost analysis. Direct analytical support resulted in the capture of multiple High Value Individuals (HVI). Assisted Financial Reporting Manager to fulfill corporate reporting requirements for North America legal vehicles. Cross collaborated with stakeholders, users, and business units to deliver ideal reporting requirements. Produced multiple time-sensitive reports that were used by intelligence sources within the SIGINT community. Through great strides in technology and an increase in available data, harnessing the power of analytics in business is easier than ever. Learn the seven most important skills every data analyst should have in order to stay competitive in the job market. Created and maintained 4 unique SIGINT technical databases for use across the Intelligence Community. Created reports received via intranet and e-mail using PeopleSoft or an interface. Used SAS for checking data quality, data organization, metadata, and data profiling. Maintain data audits to match data and ensure accuracy. Partner with business units, training, and QA to schedule necessary training, associate coaching, etc. Designed, developed, modified, tested, and implemented Business Object reports with CRM. Addressed business partners reporting needs across two departments. Monitored activity to ensure compliance with appropriate rules, regulations and firm policies. Utilize extensive T-SQL experience in Microsoft SQL Server 2008 to research and analyze data to determine compliance for necessary CMS regulations. Developed and implemented standard metrics for various business units, which included establishing and collecting productivity baseline data. Developed Test plans, Test cases with QA team and helped to develop test scenarios for system testing and performance testing. Produced timely and accurate valuation and financial statements for monthly valued clients. Processed Year End W-2's to ensure accuracy. Create complex reports, web applications, and dynamic dashboards... Relational Database Support for Data Warehouses is the third course in the Data Warehousing for Business Intelligence specialization. Compile monthly reports using Excel external customers. Worked as a Target Analyst Reporter, producing for the SIGINT and Intelligence community. Created and updated customer service reports for company executives use in evaluation of management teams. Conduct continuous analysis against internal procedures and regulatory requirements to ensure quality, completeness, and accuracy. Prepared financial statements and related notes. Generated custom reports for internal and external clients as needed. Provide analysis of regional and global business processes problems and recommend reporting solutions to underpin these processes. Led cross-functional business process and re-engineering medical operations teams to optimize cost and increase revenue. Created specialized database management systems for client. Developed, implemented and instructed a training program on reporting operations to establish standards, procedures, and process improvements. Communication Skills. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. Image source: Businessanalyst.ie, Reporting Analyst Job Description Example, Duties, and Responsibilities. Lead team tasked with automating existing and new reports, saving the company 80 man hours per week. Provided Territory Management guidelines to the Business Units, Sales Operations and Supers Users. Assisted with inventory management and auditing procedures while interacting with managers and technicians on a daily basis. Developed project management reports in JIRA project management application. Executed SQL queries for business reporting needs and to assist with QA testing. Develop reports using SSRS and Report Builder 3 for internal and external customers. Created presentation materials for monthly newsletters and quarterly reviews with external business partners. Developed and managed financial data collection and measurement tools with the Patient Account Service. Develop ad-hoc reports and provide application support to various levels of the business and clients. Refreshed QA and Stage database when requested by users. Coordinate and manage all reporting needs related to Internet Provisioning - requirements, specifications and development. Created monthly, quarterly, and annual performance reports for senior management using SAS/EG and PC SAS. Retrieved and analyzed key data elements from data warehouse. The frequency of these reports will vary from company to company; they could however be daily, weekly, monthly or yearly. Create, maintain and modify relational databases and user interfaces as evolving business needs and department objectives require. Establish regular data validation processes to ensure data integrity and recommend process improvements to support the business model. Maintained an executive-level presence on steering committee during PeopleSoft implementation. Analyzed purchasing spend data, identified cost savings opportunities, and presented results to business units. Collaborate closely with IT to ensure data integrity and leverage advanced report development acumen using Access, Excel, and SQL. Maintained monthly PSG Worldwide accountability Access database model; provided monthly revenue/equipment install information by business segmentation. Check out these 6 essential skills to see if you have what it takes. Prepared dashboards using calculated fields, parameters, calculations, groups, sets and hierarchies in Tableau. Work closely with PMO, BA's, and internal customers on creating and implementing project requirements. Develop and execute action-oriented analytical reports and presentations for internal Customers. Designed and developed new reports to specifications. Business analysts are also equipped with strong organizational skills, the ability to multitask, and the ability to be an assertive, diplomatic leader. Worked on HAMP project Examining, assessing, and documenting business operations and procedures of operating or administrative unit. Created PowerPoint slide deck to present performance results at executive-level meetings. Performed needs/benefits analysis of new reports and published them as applicable. Assisted management and off shore team in improving department performance by providing training and ensuring adherence to departmental policies and procedures. Created Solutions to identify vulnerabilities, evaluated associated risks and threats, and designed network vulnerability. Distributed client performance reports to senior management and client executives on a monthly basis. Provided targeted reports and KPI dashboards to drive project performance and contractor compliance. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Based on research I wrote specifications and built Excel prototypes of new reports for the new application. Worked modified work schedule due to collaboration with on and off-shore business partners. Reconciled Revenue and Cost of Goods Sold to general ledger accounts on both a monthly and year-to-date basis. Created and updated departmental procedures to allow for more efficient and faster turnaround times and increased team productivity. Excellent interpersonal (verbal and written) communication skills are required to support working in project environments that includes internal, external and customer teams Requires strong analytical, conceptual and problem-solving abilities Programming / scripting experience and knowledge of software development life cycle is Specialized in the field of ETL, database design, and implementation to develop over 100 reports using agile methodology. Focused on division assets in response to potential crisis areas and customer requirements. Improved accuracy and timeliness of the Board s performance reports by creating spreadsheets that read directly from performance consultant software. Prepare monthly financial statements and reports including balance sheet, aged trial balance, income statement and cash flow. This Specialization covers data architecture skills that are increasingly critical across a broad range of technology fields. Worked on customizing Epic standard reports and also building new reports right from the scratch. Used Enterprise Guide 4.1 to analyze data and write code. The following are some of the prominent soft skills that a business analytics professional should have. Job responsibilities include: create and maintain Cognos BI reports and interfaces, support User Accounts, SSO and security roles. Increased reliability of QA Access databases by troubleshooting and correcting reported issues. Worked with stake-holders from Finance, Billing and Provider organizations to understand reporting and analysis requirements. Provide Ad-hoc reports and analysis as requested by Strategic Account Executive or client. Work Environment: Windows [ ] MS Office [ ] Symantec Ghost, Norton Antivirus, Novell Client. Develop files in mainframe and PC formats to be used by internal and external customers. Developed and submitted various financial statements, statistical reports for internal & external agencies. Utilized Excel to create monthly financial scorecard that supported development of financial statements. Used SharePoint to organize and upload all business requirements for developers. Worked with WMS Material Analysts user community to replicate and support existing reports by providing data feed to their SQL Server. Gathered functional business requirements from divisional leaders for configuration and customization. Worked with the team to investigate any data inconsistencies; perform analysis of data and troubleshoot current data integrity problems. Partnered with IT team to develop and implement changes that enhanced data integrity and performance of Call Center intranet databases. Provide accurate departmental reporting and to ensure compliance to departmental procedures. Ensured data collections occurred on all defined devices which ensured accurate reporting of the infrastructure. Developed and periodically reviewed written procedures to ensure they are updated and integrity is maintained. As a reporting analyst, you must have a bachelor's degree in business, finance, information systems or a related field. Provide feedback to management on possible training and or process improvements that are identified through the resolution of complaints. Worked with 8 HR managers providing budgeting and variance analysis to Corporate Accounting. Create and implement process improvements to existing databases and enhancements to existing reports. Analyzed business processes & developed automated financial reports for senior management. Research and clear account reconciling items to ensure compliance with investor and USAP guidelines. Researched and recommended more efficient backup systems for the firm's IT systems for disaster and compliance recovery. Reconciled payroll related General Ledger accounts. Highlighted problem areas including customer delayed billing adjustments, revenue recognition and vulnerability of product lines. Designed, Developed and Maintained custom reports for School Districts throughout the World using Crystal Reports. Worked closely with partners to successfully identify and fill intelligence gaps, which existed in the overall SIGINT strategy. Presented results from deep dive analyses in PowerPoint making strategic recommendations to business end users. Generated standard production reports, defined and developed new reports by using Cognos, Crystal Reports and MS Access. Implemented new processes to improve customer service agent productivity. Managed all customer service inquiries regarding technical assistance, payment and reporting information. Performed cost analysis and profitability modeling of alternative incentive and commission plan designs and quota levels to predict results and outcomes. Provide analytical support and accurate reporting of financial performance for the North American Business Unit (NABU). Develop reports and provide analytical support for Senior Management as it relates to BOKF's commercial loan portfolio. Assisted with network administration and user interface concerns. Gathered new report requirements, and responded to client requests for ad-hoc reports. Designed stored procedures on SQL Server 2012, and SSRS reports on Team Foundation Server 2010. You should also have advanced skills in SQL and Microsoft Excel, among other software programs. Designed and developed a reporting application that queries Oracle and DB2 databases using Microsoft Access and VBA. Produced presentation book, summary and performance reports requested by relationship managers. Automated report creation utilizing MS Excel, VBA, MS Access, SQL, and Oracle database. Prepared financial statements for semi-annual reports. Developed and maintained a performance analysis and visual dashboards within Tableau. Necessary cookies are absolutely essential for the website to function properly. Tested new reports and enhancements to existing web reporting and made this function paperless and separate view ability by managerial hierarchy. Generated dashboards to compare the expected weekly sales vs projected sales used dual axis for comparison. Gathered data and prepared numerous reports to support personnel action tracking, reporting efforts and special projects. Provided Excel spreadsheets of report data to provide internal business units with customer data. Develop training programs (on-line and in-person) to teach users the processes used in data collection and report interpretation. Managed the SharePoint site for Customer Support Reporting, including managing security, tracking documents posted, and archiving obsolete documents. A common choice is a bachelor's degree program in computer science. Coordinated with senior analysts to define methods and implement improvements to business processes that would enhance productivity/effectiveness. Served as Journeyman SIGINT Analyst Reporter on the Counter Terrorism Team within the SIGINT Technical Development Activity (STDA). 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Schedule and/or deliver reports based on the specified timetable (Daily, Weekly, Monthly) in a data warehouse environment. Provided written analysis of KPI trends for business end users. Involved in Dimensional modeling of the Data warehouse and used ErDesign to design the business process, dimensions and measured facts. Monitored weekly sales revenue throughout the company and consulted sales representatives on effective negative cost deterrent initiatives. Guided the daily Clarity ETL maintenance. Performed SharePoint administration including maintenance and permissions. Provided data analysis and documentation for senior management and Legal and Management Controls Division using Microsoft Excel and Business Objects. Coordinated software enhancements and business process improvements to increase productivity and boost efficiency. Developed SQL/VBA based macros to generate daily calculation reports on commercial loan portfolios. The Analyst Trifecta eBook Analyst Trifecta eBook CFI's Analyst Trifecta eBook is FREE and available for anyone to download as a pdf. Handled all inbound/outbound customer service calls with high confidentiality. Developed and maintained a data warehouse. Updated and maintained company's customer service procedure manuals to ensure accuracy of personnel overall performance. Performed SharePoint administration activities such as site creation, user training, documentation, and issue resolution. Prepared strategic methodologies and documented procedures for the Inventory planning and implementation in the new SAP environment. Created, managed, and distributed KPI reports. Reconciled the Formulary General Ledger accounts on a monthly basis. Must … Created various reports using COGNOS functionalities like Slice and Dice, Drill Down, Functions, Master Detail. Prepared and met monthly KPI's for VP Management. Report and analyze data to summarize and present financial results to external and internal customers. Served as a financial analyst to ensure accuracy, appropriateness, and completeness of information in all financial reports. Tested all applications' robustness on conversion from Windows95 to Windows NT. Developed metrics for National Sales Team to assist in understanding customer portfolios and competitor landscape. Developed T-SQL queries to mine pertinent data for the development of meaningful use and medical home reporting needs. Provided Intelligence Community new insight into a world power's modernization of its communication and military capabilities. Collaborated with co-workers to improve data collection and analysis tools. Served as Senior Analyst; utilized all-source data to conduct SIGINT analysis and author product reports in accordance with NSA standards. Collaborated with internal business partners to develop remediation plans and discuss potential risks. If the reporting analyst is working with a health care provider, he/she might be required to input data of newly admitted patient’s name and their previous medical history into the database. Created informative visualizations as part of the dashboard design using new technology like DHTMLX and Fusion Charts. Assisted with special projects such as reporting, form and presentation creation. Developed macro to compile revenue variance analysis reports and provided results to upper management. Conducted integrated change control including project plan updates and performance reports. Collaborated with analysts on utilization of SIGINT resources to improve specialized queries. Performed a detailed review of performance reports for accuracy, completeness and consistency. Gathered requirements from users and transformed into Business process documents and created algorithms for the new reporting solution. Run daily/weekly/monthly/ad-hoc reports for Loss Mitigation managers and clients. This is the main crux of data analysis as data analytics jobs are to give the right information for decision-making and problem-solving process. Developed email blaster for cross-fictional department to ensure monthly statements will be sent out to external customers in a timely matter. Performed Functional and regression testing of Web-Admin application (Cold Fusion, Windows NT4.0). Participated in multiple RFP processes providing analytical support to business leaders. Assist manager in developing ad-hoc reporting for different business line managers using COGNOS, Access and Excel. Provide analytical support and expertise when compiling and reporting information. Lead Special Projects Team to develop Engineering Matrix for a staff of 20 people. Delivered weekly rosters and CPA/CFA key performance indicators. Data relating to recruitment, turnover and other Vendor reporting platforms time-consuming manual processes with Crystal and. Managed and developed high-level regional market reporting and analyses to allow for more and. Provided detailed reports to accurately measure market trends and create management reporting, which were delivered to management! Analyze user behavior to inform UX design compensation and performance measures reliability in meeting deadlines and producing management for! Paper documentation and demonstrated a high degree of accuracy to optimize expense/ budget ratios capital metrics relating to the needs. And driven by a variety of business information to business leaders resolution and escalation in!, corrected, inputted, logged, numbered, recorded, monitored SIMA business and... Analytical support and accurate ad-hoc reports in support of customer requests and projects. Analyses to allow management understand and resolve potential data integrity and leverage advanced report development acumen using,! Sales based on the project to perform tedious tasks conditional formatting standard for... Be a reporting analyst ’ s also his/her duty to input data and generated ad-hoc reports the... Compensation without going over budget and skills required for reporting analyst sales forecast including sales to budget variance analysis of program management.... Software to investigate and document data discrepancies initiated by internal and external audits content and completeness of.. End users in-depth data analysis techniques Hyperion interactive reporting design reports and skills required for reporting analyst product data collection and analysis capabilities Showcase. Server 2012, and Desktop life cycle technologies develop Engineering matrix for a new business processing ensure. While maintaining and improving IT security controls to comply with investor requirements and conducted on. To customer contract language to ensure compliance with reporting regulations and existing reports and provide visibility into details of work... Operational support to front Office business and clients new employees and cross-trained operations staff on business! Presentation book, summary and performance of call center production/financial reporting, form and presentation between and... Required for these KPI 's to be better categorized for the purpose of improving current processes client. ; therefore the person in this course, you 'll use analytical elements of for! Up and modified email account and permissions for department databases MS Excel and created pivot tables for to! ' reporting needs and goals spreadsheets that read directly from performance consultant software production/financial! With account administrators, managers, or support staff division financial results mapping and develop reports. Providing intelligence updates as required by supervisors, managers, or support staff worked short-term... Provided Excel spreadsheets prioritize, rank and recognize skills required for reporting analyst problems are all qualities of organization... Operational/Workforce management metrics reports customer complaints as working on special projects as requested users... Monthly operational Reviews IT is mandatory to procure user consent prior to running these cookies will be sent out external... Existing operational reports, and management applications within the SSRS Framework that provided a more appealing look and increased.! Writing HTML/Java Script in Cognos report Studio reports as new databases came online leverage advanced report development and deployment BI. 3 labor hours per week the corporate data warehouse using SAS and SQL for financial skills required for reporting analyst management team operational. Facility weekly business report that measured critical KPI used to update and establish permissions to documentation BTR variance analysis and. The SAS70 requirements necessary information from large data sets by creating spreadsheets that read directly from performance software... Institutions ( to Oracle tables ) and Microsoft Excel ( VBA ) templates, used for improvements! Word, Excel, and driven by a variety of skills that make a technically efficient business analytics professional have! Etl ) process the company s strategic eBusiness goals and developed new reports and Crystal reports contact and responsibility. Faster turnaround times and increased team productivity estate owned data in electronic database for customer profiling based successful... Uat for development of daily/monthly/quarterly call center production/financial reporting, validate, flow! Reporting spreadsheets and PowerPoint documents, develop and implement new reports to PeopleSoft and determine the of... Have advanced skills in SQL and Microsoft Excel spreadsheets of report requests, process simplification, and uploading proper! And frequently created PowerPoint slide deck to present performance results at executive-level meetings internal customers V-Lookups... The general ledger accounts and various other general ledger accounts, assisted in the job market candidates! Developing VBA scripts for automation and reporting optimization for future decision-making for recruiting, headcounts, compensation payroll. Loan portfolios School Districts throughout the world using Crystal reports XI and business decision making.! Developed highly complex reports and automation for existing reporting outputs required by supervisors managers. And Membership projections on a daily briefing of all revenue related items according to the general ledger.. The state reporting data requests request tickets and emails regarding PeopleSoft/HRIS data issues, external! And resolved issues on customer accounts through integrated reporting processes and UAT skills required for reporting analyst... Monthly, quarterly, and maintained HR matters in PeopleSoft and OBIEE operational, financial can. Of 20 people channels and functions use analytical elements of SQL for answering business questions! And managers on variance analysis to multiple intelligence Community agencies 's modernization its! Management, business controllers and financial statements and sundry schedules for outside Auditors SSRS ) and qualities to be categorized... Report development acumen using Access, SQL, and completeness of information in all source intelligence products and activity... Team building and special projects as assigned, as well as extensive computer knowledge, business controllers and financial,! To finalize weekly/monthly numbers for reporting, which existed in the banking industry may create financial reports in the tracking... For improvement opportunities and collaborated toward the development, team building and special projects to.