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Salesforce Reporting Analyst  

, Kansas

POSTING DATE
2020-08-07 00:01:10 
COUNTRY
United states 
RELOCATION PROVIDED
No  
REMOTE WORK?
No  

Job details  »

RESPONSIBILITIES:
Kforce has a client that is looking for a Reporting Analyst to join a large financial organization in the Kansas City, Missouri (MO) area. The Reporting Analyst will execute the following on a day to day basis.

Responsibilities:
* Partner with resources to help define and execute the strategic roadmap for the internal Reporting and Analytic solutions
* Lead interaction with business users and analyze user requirements in order to design, develop, and produce actionable insight reporting
* Evaluate current business reporting for purpose, flow, format, frequency and content in order to develop new, or improve existing format, use, and control
* Confer with persons originating, handling, processing, or receiving reports to identify problems and to gather suggestions for improvements
* Evaluate and provide recommendations based on findings, using knowledge of Wealth Manager workflow, operating practices, and business requirements
* Utilize reporting software and technical skill to generate KPI dashboards/reports and provide actionable recommendations
* Lead preparation and dissemination of instructions/training materials concerning generation, completion, and distribution of reports according to new or revised practices, procedures, or policies of reports management
* Recommend establishment of new or modified reporting methods and procedures to improve report content and completeness of information
* Manage research efforts to identify and correct any/all known data source errors
* Interface with IT or other cross functional data sourced teams for report development

REQUIREMENTS:
* 2+ years of experience in Salesforce reporting functions including dashboard and report design
* 2+ years of experience querying SOQL and relational databases such as Oracle or SQL server using SQL
* Experience in Salesforce Einstein (Preferred)

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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