Wells Fargo · 2 days ago

Senior Lead - Reporting and Analytics Automation

Charlotte, NC

Full-time

Hybrid

Senior Level

7+ years exp

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BankingFinancial Services

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Responsibilities

Product Ownership: Partner with team members to build and manage a delivery backlog of reports and EUCTs requiring automation in alignment with product goals.

Stakeholder Engagement: Work closely with candidate teams to understand their automation needs, identify enhancement opportunities and provide options for process and reporting improvements and aligned with business objectives.

Re-platforming Reports to Power BI: Support business teams transforming existing manual reports into automated Power BI solutions for improved efficiency.

Data Transformation and Modeling: Utilize PowerBI functionalities such as dataflows, datasets, DAX calculations, measures, and queries to source, transform, and structure data for reporting purposes OR leveraging Alteryx workflows to streamline existing manually intensive processes.

Dashboard and Report Development: Partner with stakeholders to advise on development of interactive and visually appealing Power BI reports and dashboards that convey meaningful insights to stakeholders.

Documentation: Maintain detailed documentation of data transformation, data modeling, and report development processes for reference and training.

Training and Support: Provide training and support to end-users to ensure they can effectively interact with reports and dashboards.

Qualification

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Financial ModelingStatisticsProblem-SolvingAnalytical ThinkingPowerBIDashboard developmentData modelingPowerQueryDAXAlteryxKanbanAgileExcel reportingWorkspace configurationRow level security configurationEnd-user requirements gatheringFinance function reportingTeam managementGeographically dispersed team managementNetAppsDremioCommunicationLeadershipRelationship building

Required

7+ years of Analytics, Reporting, Financial Modeling or Statistics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

7+ years experience with design, implementation, deployment of reporting with PowerBI with strong expertise in dashboard development, data modeling, PowerQuery, and DAX, for creating complex calculations and measures.

2+ years of experience with Alteryx workflow development knowledge of Alteryx Gallery.

Demonstrated product or Kanban/Agile team leadership experience

Demonstrated experience transforming manual Excel reporting from data sourcing and modelling through to report development using Power BI

Experience with and knowledge of workspace, dataset/dataflow and row level security configuration

Ability to gather end-user requirements regarding reporting needs with little to no guidance

Excellent verbal, written, and interpersonal communication skills

Experience delivering reporting within a Finance function (Financial Services background preferred)

Demonstrated experience driving results, providing feedback/direction as well as managing and building relationships with other leaders and team members in a geographically dispersed team environment

Experience with NetApps object data storage and semantic modelling with Dremio