Quick overview
Job description
Job role: Business Reporting Analyst
Location: Columbus, OH or Dallas, TX. – Hybrid onsite – 4 days in office.
Duration: 6 months CTH
Job Summary:
The ideal candidate will bring strong analytical, reporting, and business partnership skills, with experience supporting Finance, Operations, or Technology organizations, preferably within financial services. The candidate should be comfortable working with large data sets, translating business needs into reporting requirements, validating data accuracy, and communicating key messages to stakeholders. Strong hands-on experience with Tableau and/or Power BI is required, along with familiarity with ServiceNow and related reporting tools.
Key Responsibilities:
- Perform data validation, quality checks, variance review, and root-cause analysis to identify reporting anomalies and ensure accuracy.
- Document report processes, data sources, business rules, procedures, and assumptions to support consistency and knowledge sharing.
- Develop, maintain, and enhance recurring business operations, workforce, staffing, and spend reporting for Technology.
- Partner with the BMO team and BMO lead and internal teams as needed to understand reporting needs, confirm requirements, and deliver accurate reporting outputs.
- Identify opportunities to streamline manual reporting processes and support automation efforts that improve efficiency, repeatability, and scalability.
- Translate business questions into clear reporting requirements, data definitions, functional specifications, and repeatable report logic.
- Create, maintain, and improve dashboards, reports, and data views using Tableau, Power BI, Excel, ServiceNow, and other approved tools.
- Support reporting standards, naming conventions, data quality practices, and BMO reporting guidelines.
- Seek and identify trends in various data and reports.
- Participate in working sessions and report reviews with stakeholders, as applicable, and with our internal team.
- The analyst role is responsible for hands-on report development/delivery, data validation, requirements gathering, documentation, and process improvement.
Required Qualifications:
- 3-6 years of experience in business reporting, data analysis, financial analysis, operations analysis, or Technology reporting.
- Experience working with Finance, Operations, Technology, or business management teams; financial services or banking experience preferred.
- Strong hands-on experience creating reports, dashboards, and data visualizations in Tableau and/or Power BI.
- Advanced Excel skills and ability to work with large, complex data sets.
- Ability to validate data, troubleshoot anomalies, reconcile inconsistencies, and identify root causes of reporting issues.
- Strong verbal and written communication skills, with the ability to explain data in a concise and impactful manner.
- Critical thinker with strong organizational skills, attention to detail, and focus on quality and accuracy.
- Ability to manage competing priorities, meet deadlines, and work independently with composure in a fast-paced environment.
- Familiarity with ServiceNow, SharePoint, Power Automate, Power Apps, AWS Athena, SQL, or Python preferred.
- Familiarity with normal forms and denormalization of database tables for data conversion from SQL databases to Power BI\Tableau compatible formats
- Familiarity with dimensional modeling and implementing slowly changing dimensions (SCD Type 2 and Type 6). Useful for tracking changes over time through historical snapshots (for example, tracking an employee who moves from contract to FTE and allocating their hours/work to each bucket based on the transfer date).
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