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Business Analyst, Report Management, Power BI, SQL
Wolters Kluwer, Financial & Corporate Compliance division, provides expert compliance services and software solutions for financial institutions, corporations, small and midsize businesses, and law firms.
As the Business Analyst, Report Management, you are responsible for developing, maintaining, and evolving reporting capabilities that support leaders across Service, Fulfillment, Product, Segment, and Operational Excellence. The role blends data analysis, business intelligence development, process improvement, and measurement to enable operational excellence, capacity modeling, workflow optimization, and customer experience enhancements. The analyst designs dashboards, builds reports, explores AI-driven insights, and supports the intake and request management process to ensure consistent reporting delivery.
In this role you will report to the Manager, Business Analysis and work a hybrid schedule from one of our local offices (2 days in office, 3 days remotely).
Responsibilities:
Reporting Development & Data Visualization:
- Build, enhance, and maintain Power BI dashboards, scorecards, and automated reporting.
- Use Power Automate and automation tools to streamline manual reporting processes.
- Partner with stakeholders to understand business objectives, processes, and information needs, translating requirements into actionable reporting solutions and dashboards.
- Evaluate opportunities to use AI, agentic AI, and machine learning to improve forecasting and insights.
- Stay current on emerging technologies and recommend enhancements.
- Establish and maintain reporting quality standards, ensuring accuracy, consistency, and reliability of all analytical outputs.
Analytics, Insights & OE Impact Measurement:
- Analyze operational, financial, customer, and workflow data to identify trends and risks.
- Support measurement of Operational Excellence initiative outcomes by tracking KPIs for productivity, quality, turnaround time, customer satisfaction, and cost-to-serve.
- Assist in developing forecasts, capacity models, and trend analyses.
- Monitor SLAs and provide early indicators of performance risk.
- Conduct root cause analysis on performance issues and data discrepancies.
- Create executive-ready insights to summarize risks, trends, and recommendations.
Intake-Process Support & Reporting Governance:
- Support reporting intake process to capture, categorize, and prioritize requests.
- Contribute to reporting governance including definitions, naming conventions, and version control.
- Establish and maintain role-based security protocols for all reporting assets, ensuring appropriate data access, compliance with governance standards, and ongoing monitoring of potential risks.
- Maintain standardized reporting templates and best practices.
Qualifications:
Education & Certifications:
- Bachelor’s degree required (Business, Analytics, Information Systems, or related field preferred).
- MBA is a plus.
Experience:
- 5+ years in reporting, analytics, business intelligence, or operational analysis.
- Strong Power BI, Power Automate and Excel skills. AI analytics is a plus.
- Relevant BI or analytics certifications (Power BI, Tableau, SQL, or similar) preferred.
- Experience building dashboards (Power BI preferred) and automated reporting.
- Strong analytical skills and ability to translate business questions into insights.
- Experience with process improvement and measurement frameworks.
- Excellent written and verbal communication skills, including executive-ready insights.
Tools:
- Microsoft Office Suite (MS Teams, Word, Excel, PowerPoint, Outlook).
- Power BI, Power Automate, Tableau, SQL
Other Knowledge, Skills or Abilities:
- Technical Skills: Familiarity with enterprise systems, data analytic tools (i.e. Power BI)
- Analytical and Problem-Solving: Strong analytical and critical thinking skills with the ability to interpret data, identify root causes, and develop actionable solutions with proficiency in Excel, Power BI, analytics and workflow tools.
- Strategic and Tactical: Ability to balance strategic thinking with hands-on execution, endless curiosity, and passion for improving processes.
- Communication: Excellent written and verbal communication skills; able to influence and lead cross-functional teams and senior leadership.
- Change Management: Proven ability to lead teams and stakeholders through change, conflict resolution, and dynamic environments.
- Process Optimization: Skilled in designing and improving workflows, leveraging Lean or Six Sigma methodologies.
Travel requirements:
- Up to 10% domestic travel annually.
- #LI-Hybrid
Our Interview Practices
To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
This role is eligible for Bonus.
Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
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