Lead Management Reporting Analyst

Reposted 19 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
60K-70K Annually
Senior level
Fintech
The Role
The Lead Management Reporting Analyst is responsible for managing financial system processes, reporting, analysis, and client support, ensuring accuracy in financial reporting and compliance with regulations.
Summary Generated by Built In

Location:

For Those Who Work At Home, Ohio

As part of the Reporting and Admin team within Finance, responsibilities for this position include, but are not limited to:

  • Creating, executing, and managing processes used to develop system interfaces, hierarchies, and other control information in our foundational financial systems. 
  • Supporting the development, implementation, testing, documentation and on-going validation of organizational, regulatory, product, channel and client profitability reporting and analysis.
  • Working both independently and as a lead for cross-functional teams to perform business, data and application analysis to gather and document business requirements on a variety of strategic project initiatives.
  • Building strong client relationships and understanding and delivering on the data and information needs of our wide-ranging client base.

Essential Job Functions:

  • Develops thorough understanding of foundational financial systems and works to configure them to support management reporting and accounting processes and methodologies.
  • Understand and process changes to production applications and models (hierarchies, translation tables, parameters, data loads, security, reports, etc.)
  • Support financial systems production applications and models effectively and on a timely basis.
  • Develop, document and obtain sign-off on business requirements and work products.
  • Translates client requirements to technical specifications, and works with technical team to design, test and implement projects.
  • Able to manage interests of multiple stakeholders with diverse backgrounds, perspectives and priorities.
  • Research and resolve issues with varying degrees of complexity.
  • Performs data and process validation during testing and production phases of projects and ongoing work efforts.
  • Review and process data throughout the month to help ensure that client requirements are satisfied.
  • Performs impact analysis on new accounting and regulatory requirements to assess impact on new and existing financial systems and deliverables.
  • Works to continuously improve production validation and other processes.
  • Provides client support throughout testing and production phases of projects and ongoing work efforts.
  • Participate simultaneously on multiple work efforts and high priority activities.
  • Develop and maintain comprehensive control policies and procedures to ensure the integrity of the financial reporting process. 
  • Maximize the use of automated technology to achieve the highest level of quality and efficiency in the support of the financial systems.

Required Qualifications/Competencies:

  • Bachelor’s Degree (Finance, Information Technology, Accounting or related field)
  • 5+ years of analytical experience in Finance, Business or related field preferred
  • Strong financial and/or accounting acumen
  • Database querying and data transformation expertise (i.e., Excel, Access, DB2, SQL, Oracle, etc.).
  • Relational database experience
  • Ability to facilitate research and resolution of sometimes less-than-straight-forward issues
  • Attention to detail in documenting and implementing requirements
  • Interest, willingness and ability to assimilate information quickly and succinctly
  • Excellent interpersonal skills with ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise
  • Proficient in project management/Proven ability to lead cross functional team projects
  • Knowledge of KeyBank systems, both legacy product accounting and other supporting or reporting systems (origination, credit decisioning and monitoring, data warehousing)
  • Knowledge of data mining concepts and approaches
  • Experience dealing with complex and large data sets from multiple sources to support analytical processes
  • Strong quantitative, analytical, problem solving and decision-making skills
  • Action oriented; takes initiative to challenge current processes and implement change
  • Organized self-starter with the ability to think and work independently and creatively
  • Strong verbal and written communication skills coupled with the ability to work and communicate with personnel at all levels in the corporation, including executives
  • Ability to understand and interpret client requests/needs, respond to questions with clear and effective answers, and give cohesive presentations
  • Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards are achieved

Preferred Skills:

  • Experience as a systems administrator or business analyst
  • Experience working with financial system reporting environments such as Oracle,  Trintech product suite, other automated reconciliation tools, etc.
  • Experience working with various ETL tools (SAS EG, Ab Initio, etc.)
  • Proficiency in using analytical tools including DB2, SQL, Visual Basic, and the Microsoft Office Suite (Excel, Access, Word)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $60,000 to $70,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 10/19/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].


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Top Skills

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Db2
Excel
Oracle
SQL
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The Company
Cleveland, OH
16,053 Employees
Year Founded: 1949

What We Do

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

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