Analyst providing financial reporting support for Fidelity's Stock Plan Services. Handling client requests, training users, and managing data reporting processes.
About the role
- Business Intelligence Specialist developing insights for Information Security reporting. Collaborating with stakeholders to design and implement analytical solutions using Power BI.
Responsibilities
- Prepare and package monthly Information Security reports , ensuring data accuracy, visual consistency, and clear narrative.
- Design and build dashboards and reports in Power BI and ServiceNow that communicate insights effectively and align with Information Security objectives.
- Gather and consolidate data from multiple sources to support security reporting and identify trends, patterns, and themes that warrant attention.
- Collaborate with data owners and stakeholders to understand reporting needs, translate business requirements into technical solutions, and ensure outputs support decision-making.
- Develop and implement automations using Power BI or other tools to streamline manual reporting processes and improve efficiency.
- Contribute to process improvement initiatives by identifying opportunities to enhance reporting quality, automation, and usability.
- Ensure consistency in formatting, terminology, and presentation across all reports and dashboards.
- Maintain and enhance data processes and workflows , ensuring data integrity and alignment with Information Security processes and system changes.
- Anticipate and adjust for organizational or process changes that may impact existing reports or metrics.
- Communicate complex data clearly and effectively , tailoring insights to both technical and non-technical audiences.
Requirements
- Bachelor’s degree in a related field
- 5+ years of experience in business intelligence, data analytics, or reporting — ideally supporting information security, technology, or risk functions
- Proficiency with Power BI (or similar tools such as Tableau) for data visualization and dashboard development
- Strong skills in Excel and PowerPoint for reporting and presentation preparation
- Experience with automation tools , such as Power BI dataflows, Power Automate, or equivalent
- Solid understanding of data structures, fields, and process flows , with the ability to work independently to develop meaningful reporting solutions
- Excellent analytical skills and attention to detail; ability to identify and communicate trends, variances, and insights
- Strong collaboration and communication skills , with the ability to translate technical findings into actionable business recommendations
- Demonstrated ability to work proactively — not just executing tasks, but understanding how reports, data, and metrics align with organizational goals.
Benefits
- medical
- dental
- vision
- 401k
- PTO/paid sick leave
- employee stock purchase plan
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Lead Financial Reporting Analyst managing regulatory reporting compliance and driving enhancements in a complex financial environment at Wells Fargo. Collaborate with controllers and enhance data management strategies.
Trust Reporting Analyst at U.S. Bank managing trust reporting and compliance for structured finance assets. Collaborating with stakeholders to ensure accurate and timely reporting while meeting regulatory standards.
Quality Reporting Analyst handling operational reporting and quality checks in healthcare services. Collaborating with internal teams and executing JIRA uploads for issue resolution.
Business Intelligence Manager delivering advanced analytics and self - service reporting solutions in financial services. Leading data governance initiatives and mentoring junior colleagues within the Group Payments team.
Intern assisting Business Operations and Planning team at MHI RJ Aviation in Mississauga, coordinating recruitment and supporting finance activities. Contributing to business performance metrics and reports.
Data & Reporting Analyst II at ICON focusing on master data management and providing insights. Collaborate with teams to improve data quality and support business objectives while working in a hybrid environment.
Business Intelligence Analyst focusing on CRM solutions for a data - driven company. Collaborating across business and tech teams to optimize client relationship management.
Senior Metrics & Reporting Analyst leading data governance and reporting initiatives for Vizient. Creating and optimizing Power BI dashboards and translating data into insights for product performance management.
Business Intelligence Manager overseeing technical delivery of BI solutions at Future. Collaborating with teams on data integration and analytics for commercial performance.