Manager, Financial Reporting and Data Analytics

Ryan • Plano, TX

2d • Hybrid

About The Position

The Manager, Financial Reporting and Data Analytics supports firm executives by delivering timely, accurate, and concise reporting and operational data analysis. The role leads the development of dashboards, reporting packages, and data insights using multiple internal data sources. The Manager oversees reporting governance, data quality, KPI monitoring, and data warehousing practices while managing a team of analysts. The position ensures reporting processes, tools, and data infrastructure adhere to best practices and support strategic and operational decision making across the organization.

The Manager supervises, mentors, and develops reporting and analytics team members, manages their performance and workload priorities, and supports their professional development. The role partners with senior leadership, regional leaders, and practice leads to understand reporting needs; communicates findings across the organization; serves as a subject matter expert and primary point of contact for user-facing reporting technologies such as Power BI; and prepares and presents reporting packages and dashboards for senior leadership and Board-level meetings.

The role gathers and analyzes data from multiple internal systems, develops recurring and ad hoc reports and visualizations, monitors KPIs and operational metrics, and supports data accuracy and integrity through validation and troubleshooting. It performs or oversees programming needed for data warehouse development and reporting infrastructure, manages a backlog of enhancements to reports and backend data systems, improves reporting workflows, and implements automation. The Manager also collaborates with IT, Finance, and business units, supports strategic initiatives through analysis and modeling, and performs other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Information Systems, Computer Science, Data Science, or a related field.
• 5–7+ years of experience in reporting, analytics, data management, or related data-driven roles.
• Experience supervising or mentoring analytical staff.
• Proven ability to work with large datasets and deliver actionable insights.
• Advanced Power BI skills.
• Advanced skills in SQL or other querying languages.
• Experience with Databricks.
• Familiarity with data warehousing, ETL processes, and data governance.
• Strong internet navigation and research skills.
• Strong analytical and problem-solving abilities.
• Ability to translate complex data into clear, actionable insights.
• Excellent attention to detail and organizational skills.
• Strong communication skills for technical and non-technical audiences.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to improve processes and drive efficiency.
• Ability to adhere to data governance and security standards.
• Valid driver’s license required.

Nice To Haves

• Accounting experience is considered an asset but is not required.
• Experience in a professional services or multi-business-unit environment.
• Knowledge of data visualization best practices.
• Experience with Power BI or similar enterprise reporting platforms.
• Experience in an international environment.
• Advanced analytics, BI, or data engineering certifications.

Responsibilities

• Create a positive team member experience.
• Supervise, mentor, and develop reporting and analytics team members.
• Foster a collaborative, high-performance environment focused on accuracy, insight, and continuous improvement.
• Manage team performance, workload prioritization, and professional development.
• Partner with senior leadership, region leaders, and practice leads to understand reporting needs and deliver actionable insights.
• Communicate findings clearly and concisely to all levels of the organization, including executive leadership.
• Serve as a subject matter expert and primary point of contact for user-facing reporting technologies such as Power BI.
• Prepare and present reporting packages and dashboards for senior leadership and Board-level meetings.
• Gather and analyze data from multiple internal systems to uncover timely, actionable operational insights.
• Develop and maintain recurring and ad hoc reports, dashboards, and visualizations aligned with brand standards and best practices.
• Analyze KPIs, trends, and operational metrics to identify performance drivers and improvement opportunities.
• Ensure data accuracy, consistency, and integrity across reporting systems through validation and troubleshooting.
• Perform or oversee programming tasks that support data warehouse development and reporting infrastructure.
• Maintain and execute a backlog of enhancements, upgrades, and feature requests for reports and backend data systems.
• Continuously evaluate and improve reporting processes, tools, and data workflows.
• Implement automation to reduce manual reporting and improve efficiency.
• Identify and define process improvement opportunities.
• Collaborate with IT, Finance, and business units to resolve data issues and enhance reporting capabilities.
• Translate complex data into clear, actionable insights for technical and non-technical audiences.
• Support strategic initiatives through data analysis, modeling, and insights.
• Perform ad hoc analysis and other duties as assigned.
• Coach team members, manage performance, and ensure adherence to company policies and applicable laws.

Benefits

• Hybrid work options.
• Generous personal time off (PTO) benefits.
• 14 weeks of 100% paid leave for new parents, including adoption.
• Monthly gym membership reimbursement or gym equipment reimbursement.
• Benefits eligibility effective day one.
• 401(k) with employer match.
• Tuition reimbursement after one year of service.
• Fertility assistance program.
• Eligibility for a four-week company-paid sabbatical after five years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager