Reports Analyst

Corelation Inc•San Diego, CA

3d•$65,000 - $78,000

About The Position

Recognized as a Top Workplace in San Diego, we live and work by our core values of integrity, collaboration, innovation, respect, and service. At Corelation, we invest in our people through competitive pay, outstanding benefits, and a culture that values growth and connection. Our offerings include a generous 401(k) retirement plan, an extensive paid time off policy, and a supportive, high-performing work environment. When you join the Corelation team, you’re embarking on a journey of meaningful professional and personal development. This role is responsible for leading end-to-end delivery of custom reporting solutions while performing business analysis to define, document, and implement client and system requirements. The Reports Analyst serves as both project owner and business analyst, ensuring successful client outcomes through effective planning, requirements gathering, solution design, and execution.

Requirements

Requires at least 1 year of similar or related experience.
Credit Union/Banking operational experience is strongly preferred.
A college degree (non-technical discipline) or multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.

Nice To Haves

Credit Union/Banking operational experience

Responsibilities

Own and manage projects, including timelines, milestones, risks, and deliverables with guided support—from initial discovery through development, testing, and final delivery of custom reports.
Lead requirements and solution definition by determining client needs and translating business needs into clear, actionable requirements, user stories, and functional specifications aligned with development standards.
Own testing and validation, including defining test scenarios, executing validation, and ensuring deliverables meet business expectations.
Serve as the primary point of contact for clients and stakeholders, facilitating all project phases including kickoff, requirements gathering, status updates, training, and final delivery, while effectively managing expectations throughout the lifecycle.
Act as the liaison between clients, development teams, and internal stakeholders, ensuring requirements are clearly defined, aligned, and formally approved.
Maintain accurate and up-to-date project documentation, including system specifications, procedural updates, and Jira tickets with clear visibility into status, risks, and dependencies.
Demonstrate strong organizational, analytical, and communication skills to manage multiple projects simultaneously while maintaining high-quality delivery and responsiveness to client needs.
Build and maintain strong relationships with clients and internal teams through professional, effective, and solution-oriented communication.
Perform other job-related duties as assigned.