JOB SUMMARY

As a Senior Reporting & Data Analyst, you will be responsible for designing, governing, and delivering scalable financial and operational reporting solutions that support firm-wide decision-making. This role focuses on financial data modeling, reporting infrastructure, and advanced analytics, ensuring accurate, consistent, and executive-ready insights across FP&A, Accounting, and senior leadership.
This position plays a critical role in supporting high-priority, ad-hoc analytical requests for executive leadership, including the CFO and other firm leaders, as they evaluate performance, address areas of concern, and advance key strategic initiatives. You will collaborate closely with FP&A leadership, Accounting, IT, and external consultants to translate complex ERP and operational data into trusted insights that inform action.

JOB DESCRIPTION

• Design, develop, and continuously optimize the firm’s financial reporting and analytics infrastructure, ensuring accuracy, efficiency, scalability, and governance

• Transform ERP financial data into unified, well-documented data models and star schemas within the enterprise data warehouse

• Develop, automate, and maintain Power BI dashboards and reporting solutions, including AR aging, WIP, GL balances, pipeline, utilization, and management reporting

• Respond to high-priority, ad hoc data and analysis requests from senior leadership to support firm initiatives, performance improvement efforts, and emerging business questions

• Partner with FP&A and Accounting leadership to support budgeting, forecasting, variance analysis, and performance monitoring through standardized, repeatable reporting

• Define and maintain enterprise reporting hierarchies and metadata standards, including chart of accounts rollups, department and practice structures, and management reporting classifications

• Collaborate with internal teams and external consultants to enhance and optimize semantic models, focusing on performance, governance, and scalability

• Leverage advanced Power BI capabilities, data warehouse tools, and emerging AI-enabled analytics (e.g., Copilot or similar technologies) to improve insight generation, automation, and speed to answer

• Support executive leadership with dashboards, scorecards, and targeted analyses that translate complex data into clear, actionable insights

• Identify opportunities to automate reporting processes, reduce manual analysis, and improve data transparency across the organization

• Ensure reporting solutions are audit-ready, well-documented, and aligned with firm-wide reporting standards and controls

Required education and experience

Bachelor’s degree in accounting, Finance, Information Systems, Data Analytics, or a related field 3 – 5+ years of experience in financial reporting, data analytics, FP&A, or a related analytical role Experience supporting financial processes, reporting, and ad hoc analysis for senior leadership Advanced proficiency in Excel and Power BI, including experience building dashboards and analytical models Experience working with data warehouse or enterprise reporting tools Strong understanding of professional services and financial concepts

Travel required

N/A

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

Work environment

Work is conducted in a professional office environment with minimal distractions

Supervisory responsibilities

N/A

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.