Reporting Analyst

About Catalis

Opportunity

What you will do

• Query and analyze data across systems and databases using SQL and reporting tools.
• Develop and maintain reports, dashboards, and analytical solutions; produce ad hoc reports and fulfill data requests.
• Validate data accuracy and identify anomalies, trends, or potential reporting issues.
• Work with Operations, Product, and Technology to clarify reporting needs 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 stakeholders and technical writers.
• Troubleshoot reporting problems and answer client inquiries about reporting outputs.

Required qualifications

• 2–4 years of experience in reporting, business intelligence, data analysis, or a related role.
• Strong SQL skills, including complex queries and validation of results.
• Experience with BI and reporting platforms such as Power BI, Tableau, Looker, or similar tools.
• Experience with relational databases such as Microsoft SQL Server.
• Strong analytical, problem-solving, and critical-thinking skills; excellent written and verbal communication.
• Ability to manage competing priorities, work independently, and collaborate across technical and business teams.

Preferred qualifications

• Experience in 529, RESP, financial services, education savings, or investment services is preferred.
• Experience in regulated environments involving HIPAA, SOC 2, PCI-DSS, or similar frameworks is preferred.
• Salesforce reporting and data structure experience, JIRA or similar tools, and executive-level dashboard reporting are preferred.
• Basic understanding of data governance, data quality, and information security principles is preferred.