Sr. Analyst, Financial Reporting (Data Analyst)

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned (please list 5-8 responsibilities along with percentage of time associated with each).

Reporting 20%

• Collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership.
• Prepare monthly and quarterly financial forecasts, highlighting trends, risks and performance drivers.
• Build and maintain financial models to support budgeting, planning and scenario analysis.
• Produce daily, weekly, and monthly reporting to ensure stakeholders have consistent and timely visibility into operational and financial data.
• Adjust report design and delivery cadence in response to evolving business or financial shared services requirements.
• Safeguard data accuracy and integrity across all reporting tools through strong data governance and qualitycontrol practices.
• Monitor and communicate reporting progress and deliverable status to management.

Data Analysis 30%

• Monitor and analyze key performance indicators (KPIs) across accounts receivable, collections, cash applications, credit, corrections, billing, and P2P, while conducting in-depth data analysis to identify trends, patterns, and insights that guide business decisions.
• Build, enhance, and maintain financial and analytical models to improve forecasting accuracy and support strategic initiatives.
• Perform data mining and statistical analysis to uncover patterns within large datasets and provide insights that inform decisionmaking.

Business Partnership – 25%

• Serve as a strategic advisor to department leaders by providing financial insights and recommendations.
• Partner with crossfunctional teams to understand business drivers and translate data into actionable insights that support operational and financial decisions.
• Present financial results, trends, and recommendations to senior leadership in a clear, concise, and compelling manner.

Automation and Process Efficiency – 15%

• Identify and implement automation opportunities to increase reporting efficiency, accuracy, and scalability.
• Maintain comprehensive documentation of reporting processes, data sources, and troubleshooting procedures to ensure repeatability and compliance.
• Promote best practices in report reproducibility and establish proactive communication methods for alerting management to production issues and supporting timely resolution.

Audit Support – 5%

• Provide support to internal and external auditors during financial audits.

Training & Development – 5%

• Provide training, guidance, and technical support to junior team members on reporting tools, data processes, and analytical techniques.

Technical Competencies

• Basic Computer Skills –
• Advanced MS Excel and Powerpoint Skills
• Proficient in Windows applications and Microsoft Office programs
• Proficient in SQL, Tableau, Looker, Power BI, or similar platforms.
• Quickly learns and achieves proficiency in new software applications as needed.
• Other Technical / Computer Skills -
• Thorough knowledge of internal company software applications applicable to position/business unit
• Experience with Oracle, BillTrust, High Radius, Cetaris, Coupa and/or Jira is a plus.