Report Analyst
3 weeks ago
Scope of Job:
The Report Analyst will collaborate with users across the organization to evaluate, define, and develop standardized financial and management reporting for BankWest. This position is responsible for organizing and managing a catalogue of standardized and custom reports, with delivery to business units and the organization in total. This position requires strong listening skills with the ability to understand and translate complex business information needs across BankWest. The Report Writer must be able to communicate at all levels across and outside the organization.
Primary Duties:
Under the leadership of the Chief Financial Officer, collaborate with BankWest business managers to define, develop, and implement standardized financial and management reporting resources.
Accountable for the organization and management of the report library; delivering reports or report packages according to user requirements and established calendar schedules.
Serve as the subject matter expert on available catalogue (cold storage) reports for all assigned systems. Work with business managers to define necessary custom reporting and information needs not available in the catalogue. Responsible for managing changes in standard library reports as needed.
Work with the Chief Financial Officer and senior leadership to define, develop, and produce standard reporting packages. This may include reporting for the Board of Directors, Board or Management Committees.
Possess a high level knowledge of BankWest report writing capabilities; supporting the Report Writer. This includes H360, Smartsheet, Axiom, or other tool sets as assigned. Provide knowledge and feedback to the Report Writer position throughout the report development and implementation process.
Work together with the Controller and Senior Financial Analyst to identify potential gaps in BankWest reporting or management information gathering capabilities. Bring forward potential database or reporting tool alternatives.
Secondary Duties:
Work as a team with departmental counterparts on planning and implementing assigned projects and products.
Possesses and maintains up-to-date knowledge of the various technologies utilized by the bank and keeps current on all industry-specific emerging technology trends.
Participate on various committees and project teams as deemed appropriate by management.
Attend, actively participate in organization, job specific training offered, and Quality Service programs.
Adhere to all applicable Policies and Procedures of BankWest organization.
Supports community through active involvement.
Other duties as assigned.
Requirements
Education:
A Bachelor's Degree in a related field.
Applicable experience and/or related certifications may be considered in lieu of degree.
Industry recognized professional certification(s) and/or certificates.
Experience:
5 years' increasingly responsible experience in financial institution management.
Experience in banking.
A good, working knowledge of all bank departments and bank operations.
General knowledge and understanding of financial statements.
Knowledge and Special Skills:
Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
Strong interpersonal skills to ensure effective communication with external and/or internal customers.
Excellent communication and presentation skills; presents accurately and clearly in both verbal and written communications across various formats.
Independent self-starter with the ability to manage multiple projects and deadlines simultaneously.
Knowledge of financial statements.
Attentive to detail.
Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
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