Manager, Financial Reporting and Data Analytics

Ryan•Plano, TX

1d•Hybrid

About The Position

The Manager, Financial Reporting and Data Analytics supports firm executives by delivering timely, accurate, concise reporting and operational data analysis. The role leads development of dashboards, reporting packages, and data insights using multiple internal data sources, and 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 follow best practices and support strategic and operational decision-making across the organization. The Manager supervises, mentors, and develops reporting and analytics team members, and partners with senior leadership, region leaders, practice leads, IT, Finance, and business units. The role serves as a subject matter expert and primary 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. It gathers and analyzes data from multiple internal systems, maintains recurring and ad hoc reporting, monitors KPIs and data quality, supports data warehouse and reporting infrastructure, and continuously improves and automates reporting workflows. A valid driver’s license is required.

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 with 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.

Nice To Haves

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

Responsibilities

Create a positive team member experience and foster a collaborative, high-performance environment focused on accuracy, insight, and continuous improvement.
Supervise, mentor, coach, and develop reporting and analytics team members; manage 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 organizational levels, 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.
Validate and troubleshoot reporting systems to ensure data accuracy, consistency, and integrity.
Perform or oversee programming tasks supporting data warehouse development and reporting infrastructure.
Maintain and execute a backlog of report and backend data-system enhancements, upgrades, and feature requests.
Evaluate and improve reporting processes, tools, and data workflows; implement automation to reduce manual reporting and increase 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.
Ensure team adherence to company policies and applicable laws.