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Senior Business Operations & Report Writing Analyst Job at Western & Southern Fi

Western & Southern Financial Group
Cincinnati, OH Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/11/2025

Overview :

Develops and maintains complex financial, accounting and operating reports using Crystal Reports Designer, Tableau, Cognos, Workday / Office Connect and other tools. Performs as a technical expert in one or more specialized areas of application system support, configuration, and / or the accounting for development of new products and product enhancements. Provides technical and / or programming support for ASAR-designed processes, as well as other enterprise systems and issues / defects that impact accounting. Collaborates with end users and managers in the development of business requirements for reporting, system configuration and product accounting. Acts as owner and consultant for system administration and maintenance functions across Controller systems, ensuring that systems and processes are designed to meet user needs in an efficient manner. Supervises the work of others performing system administration tasks. Leads in the development of analysis tools and participates on special projects as a project / sub-project manager and subject matter expert. Provides advice / expertise on feasibility of proposed requests, projects and technology. Has knowledge of Controller business processes, technical accounting / finance requirements and technology. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsibilities : What you will do :

  • Works with business units in the creation and streamlining of financial, accounting, expense management and other operating reports within Crystal Report Designer and other tools.
  • Produces or modifies macros and / or programs to improve upon critical business processes and solve accounting system and program problems / issues / defects. Utilizes tools such as VBA, SQL and various software developer toolkits to accomplish the objective at hand. Recommends courses of action on new application configurations. Performs extensive research, analysis, definition and documentation on all facets of the job.
  • Directs activities for projects by functioning as a sub-project leader and / or advisor for assigned Controller projects. Coordinates activities between IT, ASAR and other Controller team members.
  • Assists manager in maintaining control of reporting framework, including coordinating new report development process and continuously seeking opportunities to streamline reporting needs.
  • Designs and develops analysis tools to help manage the business.
  • Takes ownership of and acts as a consultant for the system administration and maintenance functions of various accounting systems supported by the department, including the general ledger, expense reimbursement system, reconciliation tools, financial planning, financial controls, and compliance workflow systems. Supervises and assists the Business Operations & Report Writing Analyst with system administration and maintenance tasks.
  • Maintains the general ledger chart of accounts, and has an in-depth understanding of the chart of account changes and their impact to the reporting framework.
  • Provides instruction to the end users for ad hoc reporting and system administration functions.
  • Leads the coordination of Comptroller participation in new product development / feeder system changes, including pre-implementation testing and defect resolution.
  • Proactively seeks to improve business and technical processes to drive inefficiencies out of the business.
  • Assists in the investigation, design, development and implementation of effective processes and procedures for completing and improving work.
  • Readily shares unique knowledge and skill sets. Documents new procedures and maintains existing documentation as changes occur.
  • Performs other duties as assigned
  • Complies with all policies and standards

Qualifications :

  • Bachelor's Degree in a technical or business field, preferably with a degree in Accounting, Finance or Business Administration.(Required)
  • Typically having five or more years experience. (Required)
  • Demonstrated system administration, user configuration and general maintenance function experience. (Required)
  • Demonstrated technical aptitude and problem-solving experience. (Required)
  • Cite examples of complex reports developed and the process used in their development.
  • Demonstrated communication, technology, organization and analytical skills.
  • Proven ability to respond quickly when priorities change. Follows best practices as defined by policy / management.
  • Proven strong analytical skills, including demonstrated experience identifying, defining and quantifying problems, collecting or interpreting data, establishing facts, and providing effective solutions. Cite examples of good decision-making skills when dealing with multiple alternatives.
  • Demonstrated ability to document procedures and activities in a manner that is understandable to others.
  • Works under multiple deadlines with minimal supervision. Organizes and completes projects with little direction.
  • Demonstrated commitment to quality, emphasizing the need to deliver quality products and / or services.
  • Demonstrated ability to adapt communication styles and effectively communicate technical information to associates at various levels throughout the organization.
  • Proven excellent verbal and written communication skills, as well as experience communicating with large and small groups.
  • Microsoft Office Applications - advanced skills.
  • Reporting tools, such as Crystal Reports, Cognos, Tableau or other similar solutions.
  • Computer programming and developer tools specific to the business unit.
  • Certified Public Accountant (CPA) Upon Hire (Preferred)
  • Work Setting / Position Demands :

  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and / or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects / events.
  • Travel Requirements :

  • None
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