Senior Data Reporting Analyst

Senior Data Reporting Analyst

Company Overview

Our client is a large, established investment management organization with a sophisticated institutional platform and a continued focus on enhancing its technology, reporting, and data capabilities.

The organization is seeking a Senior Data Reporting Analyst to join a specialized finance function focused on financial analytics, management reporting, data, and process improvement. This position offers a unique combination of finance, accounting, technology, and investment-related analysis.

Location & Benefits

Chicago, IL – Hybrid schedule with 3 days per week in the office

100k-115k base + 10% bonus

Comprehensive medical, dental, and vision coverage

Employer-sponsored retirement plan with matching contributions

Generous paid time off

Additional employee wellness and professional-development benefits

Position Overview

The Senior Data Reporting Analyst will help develop and enhance financial reporting and analytics capabilities supporting a complex investment organization.

The position combines financial analysis, accounting knowledge, data modeling, reporting technology, and process improvement. This individual will use financial and investment data to develop management reporting, perform ad hoc analysis, support stakeholder information requests, build forecasts, and improve the way financial information is produced and distributed.

A major focus of the position will be identifying reporting activities that can be standardized, streamlined, or automated and developing more scalable solutions as reporting requirements continue to grow.

Key Responsibilities

Develop analytical models that combine financial, investment, and operational information into meaningful reporting

Create customized financial analyses in response to evolving business questions and management needs

Prepare reporting and analysis for internal and external stakeholders

Review recurring reporting processes and identify opportunities to reduce manual work

Build more automated and repeatable reporting workflows

Analyze large financial datasets and translate complex information into understandable insights

Develop forward-looking analyses to help management evaluate expected financial and investment performance

Compare expectations against subsequent results and identify significant performance drivers

Partner with accounting professionals to understand underlying financial activity and ensure reporting accurately reflects source information

Collaborate with technology and other business teams to improve how financial data is captured, organized, transformed, and presented

Help standardize reporting methodologies across multiple investment structures and business areas

Develop scalable processes capable of supporting increasing reporting volume and organizational complexity

Identify inefficiencies within existing reporting workflows and recommend practical improvements

Maintain appropriate financial controls while redesigning processes for greater efficiency

Use advanced spreadsheet functionality to manipulate data, perform financial analysis, and develop ad hoc models

Utilize data-transformation tools to organize information from multiple sources

Leverage business-intelligence and financial-reporting applications to create more accessible and useful reporting

Analyze financial statements and consolidated financial information

Calculate and interpret investment and financial-performance measures

Document reporting methodologies and procedures to create consistent and repeatable processes

Evaluate emerging technology and automation tools for opportunities to improve reporting and analytical workflows

Collaborate across accounting, finance, technology, and other business functions on data and reporting initiatives

Qualifications

Bachelor's degree required

Approximately 4+ years of relevant experience in financial analysis, accounting, financial reporting, data analytics, investment management, or a related discipline

Strong understanding of financial statements and fundamental accounting concepts

Familiarity with analyzing or consolidating financial information across multiple entities, business units, or investment structures

Ability to interpret financial information and understand the relationship between accounting results and business performance

Familiarity with investment and financial-performance measures

Advanced Microsoft Excel skills required

Strong experience using advanced formulas and developing analytical models

Experience with data-transformation tools or similar functionality preferred

Comfortable working with large and complex financial datasets

Ability to organize information from multiple sources and develop accurate, repeatable reporting

Exposure to business-intelligence, financial-reporting, or data-visualization technology is highly valuable

Experience with enterprise financial, accounting, or investment-management systems is beneficial

Seniority level: Associate

Employment type: Full-time

Industries: Staffing and Recruiting