Data Reporting Analyst, Team Lead

Job Description Summary

Translate functional specifications into more details to guide development. Examine and evaluate current systems, and identify its requirements. Liaise with users to track additional requirements and features. Document interfaces between new and legacy systems. Collaborate with developers to produce new systems. Validate changes by testing programs.

Job Description

Summary of the Position:

The Data Reporting Analyst, Team Lead is responsible for overseeing the Bank’s Technology reporting and dashboard request intake process, ensuring timely prioritization, clear requirement definition, and high-quality analytical deliverables. Acting as the bridge between business units, data engineering, and data governance teams, this role ensures reporting initiatives align with organizational standards, data quality expectations, and regulatory requirements.

The Team Lead will mentor reporting analysts, guide the refinement of reporting processes, and ensure consistent communication and documentation practices across the reporting lifecycle. This role requires a self-motivated individual capable of managing multiple priorities, interacting with diverse business stakeholders, and driving operational excellence in reporting delivery.

Primary Functions of the Position:

• Manage and oversee the intake, triage, and prioritization of reporting and dashboard requests for business units across the Bank.
• Collaborate with business users to understand reporting needs, define requirements, document workflows, and recommend data-driven improvements.
• Partner with Data Engineering teams to ensure reporting datasets, pipelines, and data structures align with business requirements and technical feasibility.
• Work closely with Data Governance teams to ensure reporting outputs adhere to data quality, security, and compliance standards.
• Mentor, coach, and guide reporting analysts to elevate analytical capabilities and ensure consistency in documentation, development practices, and stakeholder communication.
• Develop, maintain, and enhance enterprise dashboards and reports, ensuring they remain accurate, timely, and aligned to business KPIs.
• Improve the Bank’s reporting framework by applying business analysis best practices, data modeling methodologies, and standardization across deliverables.
• Ensure proper documentation of requirements, data definitions, business logic, reporting standards, and operational processes.

Education and Experience Requirements:

• Bachelor’s Degree in Information Systems, Computer Science, Data Analytics, Business, or a related field.
• 7+ years of experience in data reporting, business intelligence, or analytics roles.
• Prior experience working with enterprise reporting tools such as Power BI Cloud, SSRS, or equivalent.
• Experience with data modeling, relational databases, and SQL-based environments.
• Experience defining business requirements and documenting processes for reporting solutions.
• Prior leadership, mentoring, or team-lead experience strongly preferred.
• Experience in banking or financial services is highly beneficial.

Essential Skills and Abilities:

• Excellent communication and interpersonal skills; able to work effectively with both technical and non-technical stakeholders.
• Strong analytical and problem-solving abilities, with the capacity to translate business needs into technical specifications.
• Ability to manage frequently changing priorities, multiple deadlines, and concurrent reporting workstreams.
• High attention to detail with strong documentation discipline.
• Ability to coach and guide junior analysts, fostering skill development and consistency in deliverables.
• Familiarity with data governance principles, including data lineage, data quality, and controlled access.
• Ability to respond when needed during critical reporting cycles or issues.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.