Ryan logo
Ryan Verified
["Tax Services","Professional Services","FinTech"]

Manager, Financial Reporting and Data Analytics

Plano, TXHybridFull TimeManager / HeadPosted 22 days agoVisa sponsorship available

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

  • reporting
  • data analytics
  • dashboards
  • data insights
  • reporting governance
  • data quality
  • KPI monitoring
  • data warehousing
  • Power BI
  • SQL

Nice to have

  • Accounting
  • professional services
  • multi-business-unit environment
  • enterprise reporting platforms
  • international environment
  • advanced analytics

Role summary

Ryan is seeking a Manager, Financial Reporting and Data Analytics to support firm executives by delivering timely, accurate reporting and operational data analysis. This role involves leading the development of dashboards, reporting packages, and data insights using multiple internal data sources. The Manager will oversee reporting governance, data quality, KPI monitoring, and data warehousing practices while managing a team of analysts. Key responsibilities include fostering a positive team experience, supervising and developing team members, partnering with senior leadership to understand reporting needs, and ensuring reporting processes adhere to best practices. The ideal candidate will have a Bachelor's degree in a related field, 5-7+ years of experience in reporting and analytics, and advanced skills in Power BI and SQL.

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Manager, Financial Reporting and Data Analytics supports firm executives by delivering timely, accurate, and concise reporting and operational data analysis. This role leads the development of dashboards, reporting packages, and data insights using multiple internal data sources. The Manager oversees reporting governance, data quality, KPI monitoring, and data warehousing practices while managing a team of analysts. This position ensures that reporting processes, tools, and data infrastructure adhere to best practices and support strategic and operational decision making across the organization.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Create a positive team member experience.
  • Supervise, mentor, and develop reporting and analytics team members.
  • Foster a collaborative, high‑performance environment focused on accuracy, insight, and continuous improvement.
  • Manage performance, workload prioritization, and professional development for team members.

Client:

  • Partner with senior leadership, region leaders, and practice leads to understand reporting needs and deliver actionable insights.
  • Clearly and concisely communicate findings to all levels of the organization, including executive leadership.
  • Serve as a subject matter expert and primary point of contact for user‑facing reporting technologies such as Power BI.
  • Prepare and present reporting packages and dashboards for senior leadership and Board‑level meetings.

Value:

  • Gather and analyze data from multiple internal systems to uncover timely and actionable operational insights.
  • Develop and maintain recurring and ad‑hoc reports, dashboards, and visualizations aligned with brand standards and best practices.
  • Analyze KPIs, trends, and operational metrics to identify performance drivers and improvement opportunities.
  • Ensure data accuracy, consistency, and integrity across reporting systems through validation and troubleshooting.
  • Perform or oversee programming tasks required to support data warehouse development and reporting infrastructure.
  • Maintain and execute a backlog of enhancements, upgrades, and feature requests for reports and backend data systems.
  • Continuously evaluate and improve reporting processes, tools, and data workflows.
  • Implement automation to reduce manual reporting and enhance efficiency.
  • Identify and define new process improvement opportunities.
  • Collaborate with IT, Finance, and business units to resolve data issues and enhance reporting capabilities.
  • Translate complex data into clear, actionable insights for technical and non‑technical audiences.
  • Support strategic initiatives through data analysis, modeling, and insights.
  • Perform ad‑hoc analysis and other duties as assigned.

Education and Experience:

  • Bachelor’s degree in Finance, Business, Economics, Information Systems, Computer Science, Data Science, or related field.
  • 5–7+ years of experience in reporting, analytics, data management, or related data‑driven roles.
  • Experience supervising or mentoring analytical staff.
  • Proven ability to work with large datasets and deliver actionable insights.
  • Accounting experience is not required but considered an asset.
  • Experience in a professional services or multi‑business‑unit environment preferred.

Computer Skills:

  • Advanced Power BI skills.
  • Advanced with SQL or other querying languages.
  • Experience with Databricks.
  • Familiarity with data warehousing, ETL processes, and data governance.
  • Strong internet navigation and research skills.

Required Skills:

  • Strong analytical and problem‑solving abilities.
  • Ability to translate complex data into clear, actionable insights.
  • Excellent attention to detail and organizational skills.
  • Strong communication skills for both technical and non‑technical audiences.
  • Ability to manage multiple priorities in a fast‑paced environment.
  • Demonstrated ability to improve processes and drive efficiency.
  • Ability to adhere to data governance and security standards.

Preferred Skills:

  • Knowledge of data visualization best practices.
  • Experience with Power BI, or similar enterprise reporting platforms.
  • Experience in an international or professional services environment.
  • Advanced analytics, BI, or data engineering certifications.

Certificates and Licenses:

  • Valid driver’s license required.

Supervisory Responsibilities:

  • Directly supervises reporting and analytics team members.
  • Responsible for coaching, performance management, and ensuring adherence to company policies and applicable laws.

Equal Opportunity Employer: disability/veteran

Ready to apply?
You'll be redirected to Ryan's application page.

Similar roles

See how RiseMe works

Match, tailor, and prep so you send fewer applications and land more interviews.