Watercress Financial · 10 hours ago
Reporting Analyst
West Des Moines, IA
Full-time
Onsite
Entry Level
1+ years expWATERCRESS FINANCIAL GROUP LLC is seeking a motivated and detail-oriented Automation & Reporting Analyst to join their team. This role involves collecting, analyzing, and presenting data to help drive informed business decisions and building and maintaining automated flows to maximize efficiency.
FinanceFinancial ServicesPersonal Finance
Responsibilities
Gather data from various sources, ensuring its accuracy and completeness
Analyze data to identify trends, patterns, and insights that support business decision-making
Develop, maintain, and automate reports and dashboards using Power BI
Ensure reports are accurate, timely, and meet the needs of stakeholders
Present findings and insights through clear and concise visualizations
Build and maintain simple Power Automate flows
Monitor and troubleshoot existing flows as needed
Document workflow logic and support consistent operational use
Work closely with different departments to understand their reporting and automation needs
Assist in the creation of ad-hoc reports and flows as required by various teams
Ensure data integrity and consistency across all reporting tools
Participate in data quality improvement initiatives
Stay up-to-date with the latest trends and best practices in data analytics and reporting
Propose improvements to existing reporting processes and tools
Qualification
Required
Bachelor's degree in Data Science, Business Analytics, Statistics, Computer Science, or a related field
Up to 1-2 years of experience in a reporting or data analysis role
Proficiency in Power BI, including building and maintaining dashboards and reports
Foundational understanding of Power Automate and experience building or modifying simple flows
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Familiarity with data management and visualization tools
Basic understanding of SQL and database concepts is a plus
Excellent communication and presentation skills
Ability to work independently and collaboratively in a team environment
Strong problem-solving skills and a proactive attitude
Preferred
Experience with other data visualization tools (e.g., Tableau)
Knowledge of programming languages such as Python or R
Understanding of statistical analysis and modeling techniques
Company
Watercress Financial
Watercress Financial provides home financing for contractors and homeowners.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Stiglich
Senior Vice President, Channel Partnerships
Bob Hughes
CIO
Recent News
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2025-01-31
Business Wire
2023-03-31
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