Reporting Analyst

About Catalis

Opportunity

What you will do

• Query and analyze data across systems and databases using SQL and reporting tools; create ad hoc reports and fulfill data requests.
• Develop, maintain, and enhance reports, dashboards, and analytical solutions for clients and internal stakeholders.
• Validate data accuracy and identify anomalies, trends, and reporting issues.
• Partner with Operations, Product, and Technology to gather requirements and deliver actionable insights.
• Support review and remediation of security, compliance, and data governance risks.
• Participate in report design, development, testing, documentation, and deployment.
• Document report specifications, business requirements, and dashboard objectives with technical writers and business stakeholders.
• Troubleshoot reporting issues and respond to client questions about outputs.

Required qualifications

• Two to four years of experience in reporting, business intelligence, data analysis, or a related role.
• Strong SQL skills, including complex queries and result validation; experience with BI tools such as Power BI, Tableau, Looker, or similar.
• Experience with relational databases such as Microsoft SQL Server.
• Strong analytical, problem-solving, and critical-thinking skills, excellent written and verbal communication, and ability to manage priorities independently.

Preferred qualifications

• Experience in 529, RESP, financial services, education savings, or investment services is preferred.
• Regulated-environment experience involving HIPAA, SOC 2, PCI-DSS, or similar security and compliance requirements is preferred.
• Salesforce reporting and data structures, JIRA or similar tools, executive reporting, and dashboard creation are preferred.
• Basic understanding of data governance, data quality, and information security is preferred.