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Senior Reporting Analyst

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The Senior Reporting Analyst is responsible for developing complex reporting with an understanding of current business processes and metrics as they relate to the mortgage industry. This includes gathering requirements, analyzing and mapping data, and complex report/database development. Candidate must possess the necessary skills to work in conjunction with end users, mid and senior level management, project managers and IT professionals including database developers and administrators.

Essential Job Functions:

  • Performs the research and information gathering necessary to define, design, create, and document business requirements and specifications as it relates to the development of reporting solutions
  • Support and enhance reporting through development of new reports and visualizations that provide insights to leadership through data
  • Gather and analyze large, complex data sets
  • Develops, maintains and delivers quarterly, semiannual and annual Rating Agency data to Fitch, Moody’s, S&P, DBRS and Kroll
  • Assists business units with designing and testing reports to solve business needs
  • Plays a key role in educating business partners on reporting and analytics solutions
  • Ability to clearly articulate and present ideas and findings to a varied audience including senior and executive level management, compliance
  • Assists with technical project management activities as appropriate
  • Works well both independently and as a team to define processes, coordinate work, and manage communications across the business
  • Ensures all tasks assigned are completed accurately within established timelines
  • Develops SQL queries, functions, tables and other database objects as defined by business partner requirements and reporting management to support overall corporate objectives
  • Maintain and continuously seek to improve existing business partnerships
  • Identifies and defines improvements to existing reporting data sources
  • Manages and maintains current report catalog including automating manual reports as well as improvements to existing reports
  • Creates and maintains documentation regarding reporting and associated data
  • Fulfill ad-hoc data/reporting requests as needed


Other Related Duties:

Performs other related duties as assigned.


Supervisory Responsibilities:

This position has no supervisory responsibilities.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

  • Bachelors degree in Business Administration, Business Analytics, Information Systems, Computer Science or related field or equivalent experience
  • 5+ years mortgage or financial services experience
  • Advanced SQL skills manipulating data using T-SQL on Microsoft SQL Server
  • Report development experience utilizing Microsoft Power BI and SQL Server Reporting Services (SSRS), Tableau, Business Objects, Crystal Reports or similar report development software
  • Ability to juggle and prioritize multiple projects and tasks simultaneously
  • Hands on experience gathering requirements, designing and coding new reports, maintaining and enhancing existing reports, as well as designing dashboards
  • Must be flexible and comfortable in a fast changing environment where projects, priorities and timelines shift frequently.