Genstone Realty · 1 month ago
Client Reporting Analyst
Tampa, FL
Full-time
Hybrid
Mid Level
$75K/yr - $90K/yr
3+ years expGenstone Realty is a diversified real estate services company offering a range of home ownership products. They are seeking a Client Reporting Analyst to develop, publish, and maintain Power BI reports to drive data-informed decision-making, while ensuring data accuracy and collaborating with data teams.
CommercialCommercial Real EstateProperty ManagementReal EstateReal Estate Investment
Responsibilities
Design, develop, and publish Power BI dashboards and reports tailored to business needs
Ensure data accuracy and consistency by integrating and transforming data from various sources
Review and optimize existing Power BI reports to improve efficiency and user experience
Establish and enforce report standardization protocols to ensure consistency across all deliverables
Analyze large datasets to extract actionable insights and trends
Collaborate with stakeholders to understand requirements and provide data-driven recommendations
Qualification
Required
Bachelor's degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
3+ years' experience in Investor Reporting or Investor Accounting required
2+ years' experience in the mortgage industry, including servicing, processing rules, and guidelines
Design, develop, and publish Power BI dashboards and reports tailored to business needs
Ensure data accuracy and consistency by integrating and transforming data from various sources
Review and optimize existing Power BI reports to improve efficiency and user experience
Establish and enforce report standardization protocols to ensure consistency across all deliverables
Analyze large datasets to extract actionable insights and trends
Collaborate with stakeholders to understand requirements and provide data-driven recommendations
Proven ability to work effectively in a fast-paced, deadline-driven environment
Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Strong problem-solving, data collection, analysis, and decision-making skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, and able to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups
Preferred
Familiarity with custodial account reconciliation and expected cash testing is preferred
Experience with Black Knight MSP preferred
Benefits
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401(k) Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Company
Genstone Realty
GenStone Realty is a real estate agnecy.
51-200 employees
Funding
Current Stage
Growth StageRecent News
The Business Journals
2025-03-18
Company data provided by crunchbase