Business Reporting Analyst

Day-to-Day Responsibilities In this role, you will: • Develop and implement policies and programs to support business platforms, focusing on production metrics and business planning. • Generate performance and profitability reports to enhance sales management effectiveness. • Provide monthly statistical reports to field teams. • Conduct both qualitative and quantitative analyses of performance metrics for senior management, recommending improvements as necessary. • Oversee processes and systems to support division profitability and sustainability. • Communicate policy changes effectively with field teams. • Manage and maintain accuracy of department databases, collaborating with IT for necessary updates. • Set and manage goals, objectives, and budgets for business platform administration. • Resolve issues impacting field productivity, fostering positive relationships between the field and home office. • Perform additional duties as assigned. Skills and Qualifications To excel in this position, you should have: • Understanding of company structure, policies, and strategies. • Proficiency in general office practices and database management, particularly with Access and Excel for creating detailed reports. • Ability to manage and prioritize multiple tasks independently and efficiently. • Strong communication skills for effectively interacting with all organizational levels, both verbally and in writing. • Capacity to provide professional presentations and deliver high levels of customer service. • Analytical skills to interpret numerical data and perform trend analysis. • Detail-oriented mindset to ensure accuracy in reports and databases. • Educational background in a relevant field, with at least two years of experience in the securities industry or an equivalent combination of education and experience.