Data Reporting and Analytics Consultant V - Financial Planning

This individual contributor is primarily responsible for driving strategic data-informed decisions, gathering data and information on targeted variables in an established systematic fashion, preparing data for analytic efforts, and interpreting complex data analyses. This position drives the execution of creative data analytic approaches leading to actionable outcomes across functional areas, business and/or clinical lines, designs, implements, and automates business and reporting solutions, and leads the development of advanced analytical and/or statistical models enabling informed business decisions.

• Practices self-leadership and promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback.


• Conducts or oversees business-specific projects by applying deep expertise in subject area; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others.


• Interprets complex data analyses by applying findings to contextual settings; and developing insights, reports, and presentations telling a compelling story to stakeholders to enable and influence decision making; participating in peer reviews; and providing context related to data interpretations and/or limitations as appropriate.


• Leads the development of advanced analytical and/or statistical models enabling informed business decisions by determining data and analytical requirements; translating models and gaining stakeholder buy-in for implementation; creating complex models leading to actionable insights; and testing, refining, and validating models.


• Designs, implements, and automates business and reporting solutions by partnering with stakeholders to advise in their design, planning, and implementation while ensuring consistency and coherency; evaluating and summarizing data and results; creating summary statistics; designing data reports, visualizations, and/or interactive Business Intelligence (BI) reports; reporting to stakeholders on key findings; identifying needs for the development and implementation of additional reporting solutions; and preparing documentation as appropriate.


• Drives the execution of creative data analytic approaches leading to actionable outcomes across functional areas, business and/or clinical lines by defining and calculating complex metrics to be analyzed; defining, calculating, and validating algorithms; and conducting complex analyses, including descriptive, correlational, inferential, and/or predictive statistics.


• Prepares data for analytic efforts by integrating and consolidating data; ensuring data quality and accuracy; profiling data inaccuracies and recommending process improvements or system changes to enhance overall quality of the data; collaborating with stakeholders and source system owners to resolve data quality issues as appropriate; and cleaning and creating final data set(s) for analysis.


• Gathers data and information on targeted variables in an established systematic fashion by validating data sources; querying, merging, and extracting data across internal and external sources; completing routine data refresh and update; developing and/or delivering complex tools for electronic data collection; and providing user training, support, and documentation.


• Drives strategic data-informed decisions by consulting with clients and leadership to identify and clarify key business needs across functional areas, business and/or clinical lines; developing outcomes and process measures; translating business requirements; determining data/information needs and data collection methods; developing complex analysis plans; evaluating the impact of business decisions on clients, customers, and/or members; partnering with clients and staff to identify opportunities and methods to improve efficiencies with analysis; supporting and training end-users; and documenting processes and deliverables.


• NFPA EPMS functional resource who supports front line EPMS users in Finance and operations.


• Assist managers and senior leadership in using EPM tools for analysis for decision-making


• Assist in developing forecasting calendar, coordination across stakeholder groups and integration of future enhancements.


• Assures accuracy of underlying forecasting calculation, dimension definitions and assignments.


• Trains EPMS application users and other reporting staff.


• Assist financial reporting lead maintain positive relationships with leadership and business users.


• Lead EPMS forecasting report user requirements, oversees development, validation, and data integrity.


• Supports NFPA leadership to meet strategic and tactical goals of EPMS platform and services


• Coordinates with EPMS implementation teams and transition to from current state to future state EPMS processes and technology


• Coordinates with Strata, KPIT and other key stakeholders on system requirements and enhancements


• Assist users with forecast submissions


• Supports coordination of COE led forecasts in forecasting cycle and system configuration updates due to changes in organizational structure and chart of accounts


• Supports creation of forecasting versions and scenario models


• Completes user acceptance testing of monthly software releases and upgrades


• Collaborates with LT Planning and Annual budgeting Phase 2 implementation teams on system functionality and configuration changes to ensure seamless integration of planning applications and data


• Assists with Forecasting standard and ad hoc report development and validation