Reporting Specialist

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Robertson is seeking a Reporting Specialist to join our client.
Contract Dates: 12 months with potential to extend or convert
Pay Range: $65.83 to $74.99 per hour
Business Hours: Monday to Friday (Hybrid)

Job Responsibilities:

• Work closely with business to understand organizational strategic goals and objectives.
• Create visually compelling and actionable reports and dashboards using Power BI, Tableau, MS Excel, MS PowerPoint.
• Collect, analyze, interpret, and visualize data to provide actionable insights.
• Build reporting materials in alignment with directions, needs and expectations of senior managers and executives.
• Develop interactive dashboards that facilitate data-driven decision-making.
• Design and maintain reporting frameworks for OKRs, KRIs, KPIs, and other performance metrics in accordance with Enterprise requirements.
• Effectively use Automation and Integration principles for automated data sourcing, update, and maintenance of the developed reports.
• Ensure reported data and metrics are accurate, relevant, consistent, and aligned with organizational goals.
• Work closely with cross-functional teams to understand reporting needs and deliver solutions.
• Present complex data insights in a clear, concise manner to senior stakeholders.
• Identify opportunities to automate data collection and reporting processes.
• Implement solutions to streamline reporting workflows.
• Troubleshoot and resolve issues related to reporting tools and data sourcing.
• Coach and educate team members on data visualization, reporting principles, and efficient use of reports as presentation tools.

Experience & Qualification Requirements:

• Knowledge regulatory compliance frameworks
• Proficiency in data visualization and reporting tools such as Power BI, Tableau, MS Excel, MS PowerPoint
• Proficiency in documentation and tracking tools (e.g., Confluence, SharePoint, JIRA)
• Ability to translate complex technical data into actionable insights and translate technical details into clear and concise documentation
• Understanding of database data storage, access, and reporting tools integration
• Familiarity with cybersecurity and cryptography concepts, such as encryption, data protection, and secure communication
• Experience with integration of reporting with databases, e.g., SQL, Oracle, MongoDB, DB2Experience in Financial Industry is a Plus
• Knowledge of regulatory compliance frameworks (e.g., NIST, GDPR, PCI DSS) is a plus

Personal Attributes:

• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills with keen diligence
• Strong organizational and multitasking skills to manage multiple projects simultaneously
• Ability to maintain medium to longer term focus required by elevated level of complexity in reporting build and support process and/or analysis function

• Work closely with business to understand organizational strategic goals and objectives.
• Create visually compelling and actionable reports and dashboards using Power BI, Tableau, MS Excel, MS PowerPoint.
• Collect, analyze, interpret, and visualize data to provide actionable insights.
• Build reporting materials in alignment with directions, needs and expectations of senior managers and executives.
• Develop interactive dashboards that facilitate data-driven decision-making.
• Design and maintain reporting frameworks for OKRs, KRIs, KPIs, and other performance metrics in accordance with Enterprise requirements.
• Effectively use Automation and Integration principles for automated data sourcing, update, and maintenance of the developed reports.
• Ensure reported data and metrics are accurate, relevant, consistent, and aligned with organizational goals.
• Work closely with cross-functional teams to understand reporting needs and deliver solutions.
• Present complex data insights in a clear, concise manner to senior stakeholders.
• Identify opportunities to automate data collection and reporting processes.
• Implement solutions to streamline reporting workflows.
• Troubleshoot and resolve issues related to reporting tools and data sourcing.
• Coach and educate team members on data visualization, reporting principles, and efficient use of reports as presentation tools