Analyst, Reporting and Data

at  Morguard

Develops and maintains, collects, and compiles, Business data analysis and trends from a variety of sources both internal and external. Prepare ad hoc reports including recurring reporting needs for internal and external stakeholders ensuring timely and accurate delivery.

• Data Analytics / Creation and Maintenance assisting with the creation and publishing of a set of data that is derived from one or more sources of primary data sources to address a particular business need.
• Client and Investor Reporting responsible for the population of regularly recurring reports ensuring the timely and accurate delivery of reporting to internal and external clients. Addresses pertinent issues for accurate reporting of financial activities to stakeholders.
• Development and Maintenance of Report Templates Develops and maintains report master templates to increase efficiency and consistency in regular and ad hoc reporting working closely with the internal stakeholders and re-using reports or report components whenever possible. Populates, validates, and troubleshoots various business reports and master templates by running data quality tests, reviewing the links between templates and relevant data from different source systems and working with the data domain owners. Tools for extraction and report programming include Yardi, SQL, Microsoft Power Reports, Excel, macros, pivot tables, graphs, and charts, and Visual Basic.
• Business Process Improvement Prepares suggestions for continuous improvement to report master templates, to ensure the required information, as specified by various stakeholders (e.g., accounting, management, investors, etc.), is included on the templates with both financial and non-financial information.
• User and Business Needs Analysis Performs reporting requirement analysis by participating and facilitating communication operation and finance groups and IT when required, documenting specifications, and developing reporting solutions. Leads the analysis and design of process and reporting requirements.
• Reporting Services Helpdesk Support Accountable for all stakeholder queries regarding regular reporting, including answering questions about published reports, taking suggestions on how to improve reports, and communicating schedule of reporting, to improve the communication process regarding regular reporting.
• Data Integrity Develops, performs, and maintains data integrity using regular audits, reviewing reports, and analyzing data for the accuracy and completeness used by Finance and Client reporting. Any other job-related duties and/or projects that may be assigned

Skills, Knowledge, Experience and Education

• Undergraduate degree in relevant field (e.g. Finance, Accounting, Data Analytics) or equivalent
• Knowledge of accounting practices and procedures
• Minimum of 4 years of relevant reporting experience
• Previous experience of business process analysis
• Good knowledge in Yardi report writing
• Expert knowledge of Microsoft Office applications (especially Excel).
• Advance knowledge of database design and queries (SQL, Access)
• Strong knowledge of Real Estate business practices and processes in both Commercial and Residential secto

PURPOSE

The Analyst, Reporting and Data is accountable to the Manager, Reporting & Analytics for the identification, development, maintenance, and preparation of reporting templates used by internal and external stakeholders ensuring timely and accurate delivery. The incumbent using their strong business and financial expertise paired with their technical skill must apply proven communication skills, problem-solving skills, and knowledge of best practices to resolve issues related to the delivery of quarterly financial packages and annual business plans.

DUTIES AND RESPONSIBILITIES

Develops and maintains, collects, and compiles, Business data analysis and trends from a variety of sources both internal and external. Prepare ad hoc reports including recurring reporting needs for internal and external stakeholders ensuring timely and accurate delivery.

• Data Analytics / Creation and Maintenance assisting with the creation and publishing of a set of data that is derived from one or more sources of primary data sources to address a particular business need.
• Client and Investor Reporting responsible for the population of regularly recurring reports ensuring the timely and accurate delivery of reporting to internal and external clients. Addresses pertinent issues for accurate reporting of financial activities to stakeholders.
• Development and Maintenance of Report Templates Develops and maintains report master templates to increase efficiency and consistency in regular and ad hoc reporting working closely with the internal stakeholders and re-using reports or report components whenever possible. Populates, validates, and troubleshoots various business reports and master templates by running data quality tests, reviewing the links between templates and relevant data from different source systems and working with the data domain owners. Tools for extraction and report programming include Yardi, SQL, Microsoft Power Reports, Excel, macros, pivot tables, graphs, and charts, and Visual Basic.
• Business Process Improvement Prepares suggestions for continuous improvement to report master templates, to ensure the required information, as specified by various stakeholders (e.g., accounting, management, investors, etc.), is included on the templates with both financial and non-financial information.
• User and Business Needs Analysis Performs reporting requirement analysis by participating and facilitating communication operation and finance groups and IT when required, documenting specifications, and developing reporting solutions. Leads the analysis and design of process and reporting requirements.
• Reporting Services Helpdesk Support Accountable for all stakeholder queries regarding regular reporting, including answering questions about published reports, taking suggestions on how to improve reports, and communicating schedule of reporting, to improve the communication process regarding regular reporting.
• Data Integrity Develops, performs, and maintains data integrity using regular audits, reviewing reports, and analyzing data for the accuracy and completeness used by Finance and Client reporting. Any other job-related duties and/or projects that may be assigned.

Minimum Requirements

Skills, Knowledge, Experience and Education

• Undergraduate degree in relevant field (e.g. Finance, Accounting, Data Analytics) or equivalent
• Knowledge of accounting practices and procedures
• Minimum of 4 years of relevant reporting experience
• Previous experience of business process analysis
• Good knowledge in Yardi report writing
• Expert knowledge of Microsoft Office applications (especially Excel).
• Advance knowledge of database design and queries (SQL, Access)
• Strong knowledge of Real Estate business practices and processes in both Commercial and Residential sector

Core Competencies

• Excellent analytical skills
• Excellent communication skills (both written and verbal)
• Strong problem-solving skills
• Good organizational skills
• Ability to meet deadlines.
• Systematic thinker
• Critical review skills
• High level of initiative and enthusiasm
• A hands-on and can-do attitude, with strict attention to detail
• Ability to prioritize and meet tight deadlines.
• Strong team player with strong customer focus