Business Reporting Analyst

Position Description

MANDATE

Reporting to the Director, Finance, the Business Reporting Analyst is an integral role in collection and analysis of data for management reporting; creating templates and financial models for business planning and budgeting; assisting with financial statement preparation; and maintaining detailed documentation around processes.

The Business Reporting Analyst will have an expert working knowledge of MS Excel, MS Access, and SQL to re-shape data collection and analysis.

ACCOUNTABILITIES

Reporting & Analysis

  • Produce monthly and quarterly financial statements, business unit statements, and variance analysis in an accurate and timely manner.
  • Enhance variance analysis by working directly with business units and identifying key trends, building reconciliations, and explaining rationale for movement against goals and previous periods.
  • Build reconciliations for monthly deliverables to highlight reporting inaccuracy and areas for improvement.
  • Support development of annual budget and roll forward of quarterly forecasts.
Reporting Enhancements
  • Gather relevant data from respective business units and document business requirements.
  • Analyze key performance indicators and critical success factors with a view to integrate with weekly, monthly and quarterly reporting for senior-level executives and Board members.
  • Perform portfolio metrics data analysis for various business units and integrate with trend analysis.
  • Perform data analysis and ensure data quality and accuracy by building checks and reconciliations.
  • Utilize BI tools for creation of reports, scorecards, dashboards and other solutions (MS Excel, MS Access, Prospector, Portfolio Plus, etc.).
  • Create financial models for competitor analysis.
  • Work closely with Treasury to integrate spread analysis into financial reporting.
Database Creation
  • Create and maintain finance and operational metrics database which will be used to support management reporting and ad-hoc projects.
  • Document development and usage of database.
  • Work across business units to refine database and create customized reports.
Automation
  • Identify and implement ways to automate recurring reports and gradually phase out the use of manual reports.
Production Reporting Support
  • Troubleshoot and facilitate solutions to reporting issues.
  • Provide technical guidance and knowledge transfer to others in areas of acquired expertise.
  • Serve as a liaison and collaborate with operations, IT and other internal customers.

Qualifications Required

  • Post-secondary education in Business Administration, Accounting and Finance, Commerce or a related field.
  • Expert MS Excel skills (VLOOKUP, MATCH, INDEX, PIVOT tables and charts, VBA editing, etc.) and Advance MS Access skills (create relational databases, generate automated reporting, adding controls and forms, linking to other MS applications, etc.)
  • Proficient with MS Word and PowerPoint.

How to Apply

We invite you to apply easily through your LinkedIn account by clicking the link below:

To apply via email, please send you resume and cover letter here.


Community Trust Company welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.