Manager, Financial Reporting and Data Analytics

Posted Yesterday
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Plano, TX, USA
In-Office
Senior level
Fintech • Consulting
The Role
Leads financial reporting and data analytics by developing dashboards, reporting packages, KPI insights, and data workflows. Oversees reporting governance, data quality, warehousing practices, automation, and infrastructure improvements. Manages and mentors analysts while partnering with executives, Finance, IT, and business units to translate complex data into actionable insights. Requires advanced Power BI and SQL skills, Databricks experience, and expertise in data management, reporting, and analytics.
Summary Generated by Built In

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Manager, Financial Reporting and Data Analytics supports firm executives by delivering timely, accurate, and concise reporting and operational data analysis. This role leads the development of dashboards, reporting packages, and data insights using multiple internal data sources. The Manager oversees reporting governance, data quality, KPI monitoring, and data warehousing practices while managing a team of analysts. This position ensures that reporting processes, tools, and data infrastructure adhere to best practices and support strategic and operational decision making across the organization.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team member experience.
  • Supervise, mentor, and develop reporting and analytics team members.
  • Foster a collaborative, high‑performance environment focused on accuracy, insight, and continuous improvement.
  • Manage performance, workload prioritization, and professional development for team members.

Client:

  • Partner with senior leadership, region leaders, and practice leads to understand reporting needs and deliver actionable insights.
  • Clearly and concisely communicate findings to all levels of the organization, 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.

Value:

  • Gather and analyze data from multiple internal systems to uncover timely and 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.
  • Ensure data accuracy, consistency, and integrity across reporting systems through validation and troubleshooting.
  • Perform or oversee programming tasks required to support data warehouse development and reporting infrastructure.
  • Maintain and execute a backlog of enhancements, upgrades, and feature requests for reports and backend data systems.
  • Continuously evaluate and improve reporting processes, tools, and data workflows.
  • Implement automation to reduce manual reporting and enhance efficiency.
  • Identify and define new 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.

Education and Experience:

  • Bachelor’s degree in Finance, Business, Economics, Information Systems, Computer Science, Data Science, or 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.
  • Accounting experience is not required but considered an asset.
  • Experience in a professional services or multi‑business‑unit environment preferred.

Computer Skills:

  • Advanced Power BI skills.
  • Advanced with SQL or other querying languages.
  • Experience with Databricks.
  • Familiarity with data warehousing, ETL processes, and data governance.
  • Strong internet navigation and research skills.

Required 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 both 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.

Preferred Skills:

  • 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.

Certificates and Licenses:

  • Valid driver’s license required.

Supervisory Responsibilities:

  • Directly supervises reporting and analytics team members.
  • Responsible for coaching, performance management, and ensuring adherence to company policies and applicable laws.

Equal Opportunity Employer: disability/veteran

Skills Required

  • 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
  • Experience working with large datasets and delivering actionable insights
  • Advanced Power BI skills
  • Advanced SQL or other querying language skills
  • Experience with Databricks
  • Familiarity with data warehousing, ETL processes, and data governance
  • Strong analytical, problem-solving, communication, organizational, and process improvement skills
  • Ability to adhere to data governance and security standards
  • Valid driver's license
  • Accounting experience
  • Experience in a professional services or multi-business-unit environment
  • Knowledge of data visualization best practices
  • Experience with enterprise reporting platforms such as Power BI
  • Experience in an international or professional services environment
  • Advanced analytics, business intelligence, or data engineering certifications

Ryan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ryan and has not been reviewed or approved by Ryan.

  • Flexible Benefits — The myRyan model provides results-based flexibility for exempt staff alongside hybrid/remote options, while non‑exempt roles use a PTO bank and receive paid holidays. Many benefits are available from the date of hire, reinforcing practical flexibility in how benefits are used.
  • Parental & Family Support — Paid parental leave, adoption assistance, and fertility support are highlighted as meaningful family-oriented offerings. Consistent emphasis on family-friendly policies positions this area as a standout.
  • Strong & Reliable Incentives — A performance-driven culture offers bonuses and commissions in certain tracks, with role descriptions noting meaningful variable pay beyond base salary. Total compensation is often characterized as strong where these incentives are prominent.

Ryan Insights

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The Company
HQ: Plano, TX
3,194 Employees
Year Founded: 1991

What We Do

Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.

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