Reporting Analyst Job Description

A reporting analyst is an entry-level position that typically works under the supervision of an account executive or senior analyst.

Reporting analysts receive and analyze financial information and prepare reports for senior managers.

After completing a training program, reporting analysts typically handle any of the following: Preparing monthly financial reports for account executives Reviewing and reporting on monthly financial reports for senior managers Assisting senior analysts in completing financial statement analyses Assisting senior analysts with preparing account presentation materials

Updated on:     
September 15, 2022

Job Brief:

We're looking for a Reporting Analyst to join our team and help us make data-driven decisions. As a Reporting Analyst, you will be responsible for designing, developing, and maintaining reports and dashboards. You will also be responsible for conducting data analysis to support business decision-making. If you are a self-starter with a passion for data, then we want you on our team!

Reporting Analyst Duties:

  • Assist in preparation of annual budgets, tracking expenses, and planning for future expenses
  • Maintain DDA’s accounting system, including general ledger, accounts payable, and accounts receivable
  • Work closely with various staff members to obtain necessary information, sort through and interpret data, and summarize findings
  • Assist in preparation of financial and analytical reports for management
  • Assist in preparation of annual financial statements
  • Assist in development and monitoring of capital improvement projects
  • Review requests for expenditures in excess of $250
  • Assist in preparation of minor and major construction contract documents, including specifications, schedules, and specifications
  • Assist with preparation of bid documents
  • Assist in writing, editing, and revising reports
  • Assist in collection of statistical data
  • Assist in preparation of graphic displays
  • Assist with preparation of department policies and procedures
  • Proactively monitor changes in the industry and the business environment

Reporting Analyst Responsibilities:

  • Assist in the development, implementation, and management of business intelligence tools and processes, including reporting, dashboards, and scorecards, for finance, marketing, operations, and other functions
  • Manage reporting requirements, including ad hoc analysis, weekly, monthly, and quarterly reporting requirements
  • Prepare ad hoc reports, distribute reports to stakeholders, and answer questions relating to reports
  • Create charts, graphs, and tables, and monitor reports from start to completion
  • Research, analyze, and translate financial data into meaningful and actionable information, and identify trends that could impact business
  • Prepare and deliver presentations describing findings
  • Create and maintain databases
  • Create and maintain spreadsheets
  • Produce weekly and monthly forecasts
  • Perform ad hoc analyses
  • Assist in developing internal reports, dashboards, and scorecards
  • Perform ad hoc analyses
  • Maintain and update databases

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Requirements And Skills:

  • Bachelor’s degree in accounting, finance, or related fields
  • 3+ years of professional experience in accounting, finance, or reporting
  • Strong knowledge of general ledger accounting principles
  • Excellent analytical and problem-solving skills
  • Excellent communication skills, including the ability to clearly present data

At [Company Name], we are an Equal Opportunity Employer and are committed to building a diverse and inclusive team. We encourage applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals.

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