Lead Analyst Reporting

Autumn Leaves•Des Moines, IA

2d•$74,000 - $93,000•Onsite

About The Position

The Lead Analyst, Reporting is responsible for owning key reporting and compliance deliverables end to end, ensuring financial reporting outputs are accurate, consistent, and delivered on established timelines. This role leads preparation of complex schedules (including covenant reporting packages and board/owner reporting), performs analytical reviews and data validation, and drives standardization and continuous improvement in partnership with BI and upstream data owners. This role performs work under minimal supervision and handles complex issues and problems, referring only the most complex issues to higher-level staff.

Requirements

Bachelor’s degree in Accounting or equivalent years of experience
4-6 of progressive accounting, reporting, audit, or finance experience
Strong working knowledge of GAAP and financial statement mechanics
Demonstrated experience independently owning Complex journal entries, reconciliations, or reporting deliverables
Regulatory, audit, or compliance driven documentation or Transaction, contract, or transition related accounting activities (by COE)
Demonstrated ability to independently apply professional judgment within owned reporting and compliance deliverables and resolve complex issues with minimal supervision
Strong attention to detail and accuracy with ability to interpret financial results to identify, explain and resolve accounting issues
High documentation quality and audit readiness discipline
Ability to independently analyze discrepancies and resolve reconciling items
Effective time management and ability to meet deadlines with minimal supervision, especially during close cycles
Advanced Excel skills
Strong written and verbal communication skills
Ability to work collaboratively within a team and respond to requests from leadership
Professional judgment, discretion, and willingness to learn
Possesses comprehensive knowledge of subject matter.

Nice To Haves

Experience with reporting/BI tools and ERP systems

Responsibilities

Own assigned monthly CAM reporting deliverables, including data validation, variance investigation, and stakeholder follow ups
Prepare board/owner packet schedules and respond to non standard board/owner reporting requirements with strong documentation and controls
Prepare and submit assigned regulatory and industry reports, ensuring compliance with defined formats, deadlines, and supporting documentation
Prepare medical expense deduction datasets and insurance claim reporting packages; ensure completeness, consistency, and traceability to source systems
Prepare debt covenant calculations and lender/holder reporting packages, maintaining an audit trail of inputs, definitions, and adjustments
Perform exception reporting and data governance checks between systems; coordinate resolution of data issues with BI, IT, and source process owners
Maintain and continuously improve reporting calendars, trackers, templates, and standard work instructions
Support third party compliance activities (sales & use tax, personal property tax, unclaimed property, renewals/appeals) by providing accurate schedules, reconciling support, and coordinating information requests
Support due diligence financial requests by preparing
Perform other duties and responsibilities as assigned