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Reporting Tools Strategy & Automation

Charlotte, North Carolina;

Job Description:

Responsible for performing more complex analysis and modeling for multiple products with the goal of maximizing profits and asset growth and minimizing risk and operating losses and/or other financial and marketing exposures. Develops complex program models to extract data and uses multiple databases to acquire statistical and financial data. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with external agencies. Participates in the rollout of company-wide pilot programs developed as a result of programmed models. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. SAS and/or MicroStrategy experience preferred; 2-5 years experience preferred.

Line of Business Description:

  • Assess current reporting utilization of technology tools, including Oracle Essbase, IBM Content Navigator, Altair Monarch, Apache Hadoop, Salesforce Tableau, SAS, Microsoft (MS) Excel, MS Access, MS SharePoint, and MS Visual Studios.
  • Define strategy, target state technology tools, and roadmap for improved automation of recurring reports.
  • Prioritize reporting technology project proposals.
  • Track and regularly report progress on reporting tools roadmap with continuous improvements implemented.     

Required Skills

  • Bachelors degree and 3+ years related project management or report design experience, or 5+ years related experience without degree
  • Ability to translate high-level business requirements into technical data requirements
  • Excellent communication skills (verbal, written, and presentations)
  • High aptitude for self-motivation and self-determined project work

Desired Skills

  • Scripting and automation
  • Experience with data validation and report quality control
  • Prior financial services business experience

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsible for performing more complex analysis and modeling for multiple products with the goal of maximizing profits and asset growth and minimizing risk and operating losses and/or other financial and marketing exposures. Develops complex program models to extract data and uses multiple databases to acquire statistical and financial data. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with external agencies. Participates in the rollout of company-wide pilot programs developed as a result of programmed models. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. SAS and/or MicroStrategy experience preferred; 2-5 years experience preferred.

Line of Business Description:

  • Assess current reporting utilization of technology tools, including Oracle Essbase, IBM Content Navigator, Altair Monarch, Apache Hadoop, Salesforce Tableau, SAS, Microsoft (MS) Excel, MS Access, MS SharePoint, and MS Visual Studios.
  • Define strategy, target state technology tools, and roadmap for improved automation of recurring reports.
  • Prioritize reporting technology project proposals.
  • Track and regularly report progress on reporting tools roadmap with continuous improvements implemented.     

Required Skills

  • Bachelors degree and 3+ years related project management or report design experience, or 5+ years related experience without degree
  • Ability to translate high-level business requirements into technical data requirements
  • Excellent communication skills (verbal, written, and presentations)
  • High aptitude for self-motivation and self-determined project work

Desired Skills

  • Scripting and automation
  • Experience with data validation and report quality control
  • Prior financial services business experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073279

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0