Job type
- Full-time
Job description
What You'll Do:
- Develop, maintain, enhance, and organize client reports using DevExpress Reports Suite or equivalent reporting tools.
- Write and maintain SQL queries, stored procedures, and functions to support reporting requirements.
- Understand the end-to-end Loan Review process and develop subject-matter expertise in lending, credit, financial crimes, and portfolio risk management solutions.
- Gather, analyze, and document detailed client reporting and business requirements.
- Manipulate, analyze, and interpret complex data sets; identify trends and issues; and translate findings into accurate, useful business reports.
- Estimate the time required for custom report requests and complete assigned work accurately and within established timelines.
- Serve as an escalation point for client reporting questions, provide technical support, and ensure timely client follow-up.
- Participate in internal and external project meetings to understand data, requirements, priorities, and expected outcomes.
- Document work completed, project progress, issues, and resolutions, and communicate updates effectively to internal and external stakeholders.
- Leverage AI-enabled tools to improve research, investigative quality, reporting efficiency, and client outcomes while identifying opportunities to automate repetitive work.
- Support and contribute to engagements across all Advisory pillars, including work outside the primary pillar when business needs require, while sharing knowledge and best practices to strengthen cross-functional delivery and the client experience.
- Partner with internal teams on data-collection needs, reporting trends, and opportunities to improve analytical efficiency and client value.
- Identify opportunities to improve reporting, monitoring, and data-collection processes through innovation and the effective use of technology.
- Perform other duties as assigned.
- Occasional travel required for team events to support engagement, relationship-building, and key decision-making.
What You'll Need:
- Bachelor’s degree in a related field or equivalent experience.
- At least three years of experience analyzing, designing, developing, and implementing reporting solutions.
- Experience writing SQL queries, stored procedures, and functions.
- Strong analytical and quantitative skills, with the ability to organize, interpret, and communicate complex information accurately.
- Strong verbal, written, and interpersonal communication skills, including the ability to explain technical concepts to nontechnical users.
- Ability to work independently with limited day-to-day supervision and demonstrate ownership of assigned work.
- Exposure to financial, accounting, or mathematical concepts and the ability to interpret the results of financial models.
- Ability and willingness to learn new technologies independently and through formal training.
- Demonstrated ability to deliver timely, accurate, and results-oriented work.
- Strong commitment to thorough and consistent documentation.
Nice to Have:
- DevExpress Web Reporting Tool experience preferred, but not required.
- Financial/Accounting experience is a plus.
What You’ll Get:
- Market competitive total rewards package
- To be part of the Heart & SOUL of a winning company with an inspiring mission
- The opportunity to Make Big Things Happen
- Competitive salary along with full health benefits with an HSA option
- Flexible PTO and bank holidays
- 401(k) plan and company match