Reporting Analyst, Customer Finance
Role Overview
The Reporting Analyst, Customer Finance reports to the Supervisor, Customer Finance and serves as a data and process expert for the department.
The role identifies opportunities, analyzes information, and implements solutions for reporting, processes, and control deficiencies.
The analyst collaborates with internal clients on efficiency improvements and prepares ad hoc and ongoing reports.
Key Skills for This Role
Full Job Posting
Position summary
The Reporting Analyst, Customer Finance reports to the Supervisor, Customer Finance and serves as a data and process expert for the department.
The role identifies opportunities, analyzes information, and implements solutions for reporting, processes, and control deficiencies.
The analyst collaborates with internal clients on efficiency improvements and prepares ad hoc and ongoing reports.
Key responsibilities
- Research, test, plan, facilitate meetings, document, and implement new or improved processes.
- Train and mentor staff to ensure processes are understood and followed.
- Ensure periodic Customer Finance accounting accruals are posted accurately.
- Design detailed testing scripts that address potential risks during system implementations.
- Support and train testing staff during test cycles and coordinate resolution of defects.
- Develop and maintain reporting for daily department needs and monthly or as-needed senior management reporting.
- Maintain documentation for processes, controls, and reporting.
- Support internal and external audits and provide Customer Finance process, control, and reporting analysis to other departments.
- Perform other assigned Customer Finance tasks under management direction.
Qualifications
- Post-secondary diploma in Business Administration or a minimum of 5 years of reporting analyst experience.
- Strong Microsoft Access database creation, implementation, and maintenance knowledge, including SQL.
- Computer and systems experience including MS Office, financial and informational systems, data modeling, and VBA.
- Experience designing, implementing, and supporting reports through Excel and Power BI.
- Ability to work independently; strong leadership, planning, communication, and organizational skills.
- Complex problem-solving and critical-thinking skills.
- ERP experience; SAP and D365 experience are considered a strong asset.
About UFA
UFA is a Canadian agricultural co-operative serving more than 127,000 members and supporting industries and communities across Western Canada.
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