Performance Management Reporting Analyst

Posted on Indeed on Jun 03, 2021

Performance Management Reporting Analyst

This “Performance Management Report Developer” role reports to the Sr. Vice President of Performance Management supporting client’s efforts to monitor and improve its servicing operations through a performance-management system. In collaboration with the Performance Management team and the business leaders, the Analyst assists in the development, iteration and management of the management system that monitors client’s operational performance. The ideal candidate will enjoy working with clients, both internal and external, be detail oriented, and is driven to meet tight deadlines when building performance management reporting in a fast-paced environment. The Analyst will have a variety of responsibilities and roles including business analysis, creating, and developing reporting & dashboards, developing predicative models and handle project management. This position requires a refined analytical skillset and the ability to communicate complex business financial issues quickly and succinctly to Management.


  • Prepares and iterate as appropriate daily, weekly, and monthly management reports and the daily, weekly, monthly business performance management dashboards
  • Involved in highly complex and strategic development requests
  • May be involved in designing and executing on reporting for new client being on boarded
  • May participate in gathering data requirements and information to document reporting requirements to meet business needs
  • Design, develop, test, and implement data files, reports and dashboards that utilize the underlying files, data store(s)/ data warehouse(s) / data mart(s)
  • Participate with other report developers to convert legacy reports to target technologies
  • Analyze performance, using statistical analysis & data mining programs such as R, SAS, Stata, or SPSS and may use SQL or other programming. Identify trends, patterns and relationships in the data that provide actionable insight
  • Present finding and reporting using data visualization techniques, to illustrate the results understandable by decision makers within the company.


  • Bachelor’s degree required in finance or an analytical discipline
  • Minimum of 5 years of progressive experience in financial services focusing on financial, portfolio or operational performance analysis; mortgage servicing operations preferred
  • Excellent, analytical, problem solving, research, interpretive, and decision-making skills. Ability to take initiative and work under minimal supervision, and work under time pressure and deadlines and juggle multiple priorities
  • Strong relationship management skills: ability to collaborate with people at all levels throughout the organization
  • Excellent communication (verbal & written) and organizational skills
  • Experience with business intelligence platforms such as Qlik, Power BI, Tableau, Looker, or other BI tools
  • Experienced in using Excel, Word and PowerPoint, PL/SQL, or T-SQL, also Python, R, SAS or SPSS
  • Experience using SSIS, Alteryx, Talend or other ETL technologies

**Candidate must be able to work for any company in the United States without sponsorship**
**No C2C (Corp to Corp) **

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