Senior Reporting Analyst (On-Site)
Neumo Holdings LLC•Birmingham, AL
•Onsite
About The Position
The Client Relations Senior Reporting Analyst is responsible for designing, producing, and maintaining recurring and ad hoc reporting for the Client Relations team. This role serves as a subject matter expert for the department on data analysis and Excel-based reporting, ensuring accuracy and consistency of client-facing and internal reports, identifying trends, and supporting data-driven decisions across Client Relations leadership and staff.
Requirements
- Bachelor's degree in Business, Finance, Data Analytics, or a related field required.
- Solid proficiency in Microsoft Excel required, including pivot tables and complex formulas (VLOOKUP/XLOOKUP, INDEX/MATCH).
- Proficient with the Microsoft Office Suite (Word, PowerPoint, Outlook).
- Excellent written and verbal communication skills, with the ability to present complex data clearly to non-technical audiences.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
Nice To Haves
- Relevant experience in reporting, data analysis, or business analytics is a plus.
- Experience in client relations, customer support, or tax administration is a plus.
- Experience with macros/VBA and Power Query is a plus.
- Familiarity with reporting or BI tools (e.g., Power BI, Tableau, Smartsheet) preferred.
Responsibilities
- Inbound/outbound telephone customer service, handle support emails, research, resolve, and record problems.
- Assist IT, Project Implementation Team, QA, Client Service Managers and Clients in the development processes for system enhancements, system QA and UAT test plans and tasks, new clients/products, and procedures.
- Format and prepare reports and dashboards.
- Ability to complete tasks with aggressive deadlines, ability to work on multiple projects at one time and with little supervision.
- Will be required to make presentations to upper management, customer and other employees as required.
- Confers with persons originating, handling, processing, or receiving reports to identify problems and gather suggestions for improvements.
- Recommends establishment of new or modified reporting methods and procedures to improve report content and completeness of information.
- Additional responsibilities are assigned as deemed necessary on a weekly/daily basis.
Benefits
- competitive benefits and compensation package
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What This Job Offers
Job Type
Full-time
Career Level
Senior
