Business Intelligence Analyst

• Provide consolidated and custom reports for high-net-worth clients and family offices
• Work directly with Relationship Managers and 3rd party advisors
• Handle client inquiries and resolve reporting issues
• Configure Addepar reporting and resolve related issues
• Run monthly and quarterly reporting for clients, families, and foundations
• Update asset classification and security pricing in Addepar
• Reconcile accounts in Addepar with an internal performance team
• Identify trends and recommend process improvements
• Collaborate with various parts of the organization to resolve client issues

Analyst – Family Office Client Services, Reporting

• Develops, produces, analyzes, and validates integrity of credit risk reports through analytical review and quality control measurements
• Collaborates with business units to compile and compute risk factors that inform management of potential credit risks
• Participates in tracking and reporting of Key Performance Indicators, such as metrics pertaining to asset performance, asset quality, risk management, compliance, and portfolio diversification
• Creates, validates and distributes comprehensive Power BI reports to internal management and/or other stakeholders
• Performs ad hoc analyses and collaborates with business units to enhance their capabilities in credit risk reporting
• Develops, updates, and delivers reports in response to regulatory and audit requests as required
• Works with Loan Operations, IT, and Data Office to manage a credit risk-specific database which is relied upon in internal and external reporting processes

Asset Quality Reporting Analyst

• Prepare and review international income tax provisions in accordance with applicable accounting standards.
• Support quarterly and annual tax reporting processes, including disclosures and supporting schedules.
• Coordinate with regional finance teams to gather, analyze, and validate tax data from international entities.
• Assist with statutory tax filings and compliance requirements for non‑U.S. jurisdictions.
• Monitor changes in global tax regulations and assess impacts to reporting and compliance.
• Partner with external advisors on technical tax matters, audits, and local country requirements.
• Support process improvements, documentation, and controls related to international tax reporting.
• Participate in cross‑functional projects, including system enhancements and business transformations impacting tax.

Senior Tax Analyst, International Reporting

• Partnered with a customer to scope and implement state-specific NIBRS compliance requirements within the Mark43 platform.
• Collaborated with agency stakeholders to identify reporting issues, recommend workflow improvements, and resolve data quality challenges.
• Analyzed incident and records data to validate compliance with state and federal reporting standards.
• Worked closely with cross-functional teams to address complex reporting scenarios and improve customer outcomes.
• Assisted customers in understanding NIBRS reporting requirements and provided guidance on best practices for maintaining compliance.
• Investigated data discrepancies, documented findings, and supported customers through corrective actions to ensure accurate reporting.

Compliance & Reporting Analyst – NIBRS

• Extracts financial data from various accounting and information systems in the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings.
• Analyzes financial data and defines relevant information in the preparation of financial statements to ensure consistency and accuracy across financial statement disclosures in accordance with U.S. GAAP and SEC regulations.
• Perform comprehensive financial tie-outs across all external reporting materials, including accuracy in footing and cross-footing.
• Maintain and enhance eXtensible Business Reporting Language (XBRL) tagging in the financial statements.
• Maintain and enhance documents structures in Workiva related to document changes as necessary and proposing efficiencies and improvements in Workiva.
• May manage and direct staff to achieve performance standards.
• Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge.
• Ensures staff demonstrates appropriate customer service attitudes.
• Exhibits a thorough understanding of business and analysis concepts.
• Supports interactions with external auditors to address audit inquiries.
• Prepare and provide proper documentation to auditors, as necessary, to support disclosures and amounts included in SEC filings.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Perform and document necessary controls and procedures to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
• Recommends changes to processes to improve and achieve greater efficiencies.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.
• Responsible for adherence to the company's framework of internal controls.

Lead Financial Analyst – External Reporting

• Lead discussions with business leaders and stakeholders to understand data and analysis needs
• Advise on the relevancy of data and identifies alternative data sources as needed
• Oversee analyzation of large, complex data to determine actionable business insights
• Team queries disparate big data platforms such as Teradata, SQL Server, Hadoop, and AWS
• Lead identification of key business drivers and insights by conducting exploratory data analysis
• Oversee development of forecasting models to predict sales, demand and other key business metrics
• Review analysis of the results of campaigns, offers or initiatives to measure their effectiveness
• Review and communicate findings clearly and concisely through narrative-driven presentations

Senior Manager, Business Intelligence

• Facilitate and manage activities of the Data and Analytics Business Intelligence team, supporting the ongoing development of technical architecture, self-service reporting solutions, and BI (Business Intelligence) deliverables.
• Contributes to the strategic technical vision for the BI function and owns the delivery of scalable data and reporting solutions that drive Transamerica Retirement Solutions business goals and decision-making.
• Lead 2-5 BI Developers and Analysts in the development of technical requirements and design solutions, owning the agile delivery of dashboards and data assets.
• Support the execution of BI strategy, reporting standards, analytics processes, and aligned technical architecture practices.
• Contribute to the ongoing development and improvement of BI architecture, data structures, and reporting frameworks.
• Establish relationships with key business constituencies and serve as an advocate for BI deliverables across multiple departments and serve as a liaison between business and other technical areas.
• Coach, mentor and train team members to establish a consistent level of quality, accuracy, accountability, and compliance of department standards.
• Able to work closely with architects and business users to understand information requirements, model business concepts, and implement data structures and reporting tools and solutions.
• Support evaluation and improvement of BI tools, platforms, and visualization capabilities to meet evolving business needs.
• Help manage priorities, resources, and delivery plans for BI initiatives in alignment with departmental objectives.
• Provide assistance on vendor analysis, selection, and review when necessary.
• Identify and monitor ongoing staffing needs to meet department objectives.

Manager, Business Intelligence

• Build relationships with stakeholders across the firm
• Collect, consolidate, and rank priorities for performance & client reporting
• Create insightful new reporting in Addepar
• Iterate with stakeholders on prototypes and successive versions of client reporting content
• Partner with change management team to create project artifacts

Product Owner, Reporting Analyst

• Analyze large, complex datasets to generate insights across credit performance, fraud trends, and portfolio risk.
• Support development and monitoring of fraud detection models, rules, thresholds, and segmentation strategies.
• Design and deliver fraud and risk reporting (KPIs/KRIs) aligned to BSA/AML and enterprise risk standards.
• Establish and maintain data governance and validation processes.
• Translate complex data into actionable, executive-ready insights.
• Partner with Fraud Operations, Compliance, Risk, Product, and Technology teams.
• Analyze fraud alert and case lifecycle data to identify process inefficiencies, quality issues, and opportunities for automation or control enhancement.

Fraud Reporting Analyst

• 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

• Assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices
• Working directly with Relationship Managers and 3rd party advisors
• Handling all client inquiries and resolving issues related to reporting
• Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
• Collaborating with various parts of the organization to resolve client issues
• Working with internal groups to integrate systems and workflows
• Identifying trends and recommending process improvements to increase efficiency
• Collaborating with an internal performance team to reconcile accounts in eMoney
• Working in complex data sets to identify and resolve data and calculation discrepancies

Family Office Client Services – Reporting Analyst

• Works closely with management to provide reporting and data analyses to ensure effective implementation of the organization's strategies.
• Effectively partners with management in the development and creation of reporting and data analyses tools.
• Implements tools and processes that provide management with timely access to relevant information.
• Identifies relationships among the most complex disparate pieces of information and developing meaningful analytical conclusions.
• Provides more complex metrics and analytics as required by leadership.

Business Intelligence Analyst jobs in Pennsylvania

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Analyst – Family Office Client Services, Reporting

Asset Quality Reporting Analyst

Senior Tax Analyst, International Reporting

Senior Tax Analyst, International Reporting

Compliance & Reporting Analyst – NIBRS

Lead Financial Analyst – External Reporting

Senior Manager, Business Intelligence

Manager, Business Intelligence

Product Owner, Reporting Analyst

Fraud Reporting Analyst

Business Intelligence Analyst – On-Account

Family Office Client Services – Reporting Analyst

Senior Reporting Analyst