Business Intelligence Analyst

• Engages with internal CSBB partners to define reporting and data insight requirements
• Primary reporting focuses on data that is utilized for strategic planning
• Leverages technical skills to improve business capabilities
• Applies strong analytical thinking to identify patterns
• Communicates findings through clear, concise narratives

Insights & Reporting Analyst

• Develop, maintain, and analyze standard and ad-hoc reports to support operational, quality, and compliance needs
• Identify data inconsistencies or operational issues and recommend actionable solutions
• Support reporting escalations, troubleshooting, and user inquiries as needed
• Lead small-scope projects such as workflow documentation, reporting enhancements, or system updates
• Maintain accurate logs, records, and documentation in accordance with regulatory and internal requirements
• Provide administrative support including managing communications, records, and scheduling activities
• Train and support team members on reporting tools, administrative procedures, and compliance protocols
• Monitor and triage issue queues to ensure timely research, routing, resolution, and follow-up
• Research and gather data to support issue resolution and root cause analysis
• Prepare documentation and summaries for corrective actions, quality assurance, and compliance tracking
• Compile and distribute recurring operational and trend reports to leadership
• Serve as a liaison between operations, logistics, and support teams to communicate issues and resolutions

Financial Reporting Analyst – Logistics & Operations

• Designs, develops, and maintains innovative automated reports
• Creates and maintains required standard documentation
• Works collaboratively in a cross-functional team
• Contributes to the development of new AI-enabled approaches

Client Reporting Analyst III

• Assist with the creation and maintenance of Power BI and Tableau dashboards supporting multiple service lines and account performance reporting
• Transform and curate data from client-managed systems integrated to the client’s cloud data environment (AWS) as well as JLL-managed data sources
• Contribute to data quality checks, cleansing, and reconciliation activities to ensure accuracy and consistency
• Support automated reporting workflows and documentation of data processes
• Support the generation of recurring performance reports (KPIs, operational metrics) and basic ad-hoc analyses
• Participate in identifying trends and variances in real estate operations, providing account leadership with proactive insights on JLL’s service delivery
• Present data findings in a clear and concise way to internal and client stakeholders
• Collaborate with account teams to understand reporting requirements, goals, and objectives
• Work closely under the guidance of the Senior BI Analyst / BI Team Lead to develop technical and analytical skills
• Contribute ideas to improve dashboards, reporting workflows, and user experience
• Follow data governance and security protocols aligned with client and JLL standards

Business Intelligence Analyst – On-Account

• provide strategies, insights, perspective, and recommendations into the performance of the customer services organization
• consultation with users to specify/design/develop new Power BI dashboards, reports, data measures, and data structures
• provide direction and approval of data management structures, tables, and universes
• specify, design, and prepare datasets, dataflows, and reports in Power BI
• write queries for data mining and synthesizing large datasets using SQL and Python
• develop statistical models and perform regression analyses
• host daily and weekly customer service performance discussions

Senior Analytics and Visualization Consultant – Business Intelligence

• Preparation of all regulatory filings for registered broker dealer legal entities
• Ensure compliance with SEC and FINRA reporting requirements, including net capital and customer protection rules
• Maintain strong regulatory controls and partner closely with the Business line
• Own end-to-end preparation of FOCUS Reports (Part IIA / IIB) and related schedules
• Own end-to-end preparation and reporting related to SEC Rule 15c3-1 (Net Capital) and SEC Rule 15c3-3 (Customer Protection / Reserve Formula)
• Analyze complex areas including netting, allowable vs. non-allowable assets, haircuts, and concentration charges
• Assess the impact of new products, business changes, or legal-entity activity on regulatory reporting
• Maintain and enhance controls supporting broker-dealer regulatory reporting in alignment with SOX/FRR and supervisory procedures
• Coordinate responses to FINRA, SEC, and internal audit exams, including data requests, findings, and remediation
• Perform root-cause analysis on reporting issues and lead sustainable remediation
• Partner across different areas of the business line and act as a starting point of contact for regulatory inquiries and escalations
• Drive automation, standardization, and reduction of manual regulatory reporting processes

Senior Regulatory Reporting Analyst

• providing remote support to the branch network in the review of employee outgoing emails and timesheet processes
• accountable for identification and escalation of emerging risks, trend analysis and conducting root cause analysis as well as report development and distribution
• integrating specialty area knowledge with solid understanding of industry standards and practices
• applying analytical thinking and knowledge of data analysis tools and methodologies
• conducting targeted, mandatory, or ad hoc control reviews for Retail Branch Network
• analyzing documentation and processes to ensure risks and control points are properly addressed

Virtual Branch Support Analyst

• Support CBB Risk by providing automated solutions for control testing, quality assurance, and other internal processes and initiatives.
• Contribute to a wide variety of team projects and initiatives in an ever-evolving environment.
• Write advanced SQL in the form of stored procedures, functions and views.
• Create ETLs/ELTs to ingest data from various systems and APIs for analysis.
• Develop SDKs to further enable capabilities of an OCR application.
• Design workflows and apps within the Power Platform to enhance business operations.
• Scheduled processes and ensure requests are completed within established timeframes.
• Build data visualizations for review of metrics for stakeholders.
• Provide coaching and assistance to other team members.
• Perform other duties as assigned.

Senior Business Intelligence Programmer

• Facilitate intelligence operations within the ERP system
• Design and implement BI solutions
• Lead data analysis efforts
• Support business decision-making

Business Intelligence Lead

• Monthly FR 2052a reporting duties including variance analysis, month-end reconciliations, and balance sheet commentary.
• Support and further strengthen sustainable regulatory liquidity reporting program.
• Develop, document, and maintain guidance and rule interpretations for liquidity-related US regulatory rules and reporting requirements.
• Collaborate across multiple departments to meet regulatory requirements and deadlines for FR 2052a reporting program.
• Contribute to the enhancement and maintenance of the liquidity framework to support ongoing transparency, accuracy, and sustainability.
• Participate in transaction testing/UAT to support data validation.
• Coordinate with Segment Risk, Finance Data Resource Group, IT, Treasury and other teams to implement enhancements to 2052a reporting/6G instruction changes, including writing business requirements and performing user acceptance testing.
• Represent the liquidity team in transformation and improvement projects.
• Regularly participate in meetings with Treasury, Production, Risk Management, Internal Audit, and other key stakeholders

Regulatory Reporting Analyst

• Conduct analyses on curated and/or aggregated DataMart's to generate analytical insights
• Identify opportunities to drive business growth and value
• Develop analysis and proper visualization or presentation to illustrate business trends
• Produce insights and recommend business actions to support business strategy
• Execute on data requests accurately and timely
• Represent functional area as an analytics & insights professional

Business Insights Analyst I

• Build and maintain dashboards that are scalable, user-friendly and deliver insights to our business partners in a clear way, under the guidance of the Senior Business Intelligence Manager
• Develop and enhance data models within Power BI to support visualizations
• Enhance older dashboards to meet modern standards
• Identify and implement data process improvements to support Finance models
• Train users on how to use and understand data within dashboards
• Troubleshoot and answer questions from end-users
• Monitor dashboards and data pipelines to ensure reports are refreshing as scheduled

• Prepare, analyze and report financial results
• Ensure compliance with regulatory requirements
• Provide insights to support strategic decision-making
• Collaborate closely with a dynamic team of experts
• Maintain accuracy and integrity of financial information
• Submit monthly financial results to Headquarters
• Prepare quarterly financial reporting commentary presentation
• Perform IFRS accounting research activities
• Prepare regulatory filings and support compliance activities

Financial Reporting Analyst

• The Business Insights Analyst combines business understanding with advanced data analytical skills
• They proactively extract meaningful insights from data and clearly communicate findings to drive informed, strategic business decisions
• They are detail-oriented, agile, and highly focused on delivering value and data-driven actionable insights that align with the organization’s overall goals
• Partners with business leaders to proactively analyze and anticipate business issues incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes
• Works independently with primary and cross-functional departments, C-Suite and the Data Analytics Manager to establish and recommend relevant department KPIs that measure the effectiveness of business decisions and strategy while tightly supporting these recommendations with data
• Conducts predictive analyses and trend analyses to make recommendations for new or modified KPIs
• Uses statistical tools and methods to extract, organize, interpret, forecast and present data to identify patterns and trends using the Truliant data models, outside data, and other complex data sets
• Creates and deploys data models, data visualizations, and dashboards that engage a non-technical audience while adhering to the Truliant standards
• Collaborates with senior leaders to develop dashboards to aid in monitoring progress to goals
• Mines, processes, and analyzes internal and external data, business results, and member information; develops a good understanding of the business problems and models, objectives, issues, and challenges by interacting and collaborating with the users and stakeholders
• Serves as the data expert for assigned lines of businesses within the organization
• Ensures delivered analyses meet the needs of the end user by providing data that is accurate, timely relevant, and presented in a meaningful, non-technical way
• Performs ad-hoc data requests and ad-hoc analyses
• Performs analyses to assess the quality and meaning of data; makes recommendations for data quality and data enrichment
• Interacts regularly with C-Suite providing clear, non-technical presentations on recommendations and findings
• Collaborate closely and provide necessary guidance to developers in order to implement requirements
• Assists with other tasks and projects as assigned

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