Business Analyst; Client Reporting

Senior Business Analyst – Client Reporting

Location:

Seattle, WA | New York, NY | Boston, MA | Alpharetta, GA (Hybrid – 3x/week onsite)

The Senior Business Analyst (Client Reporting) will collaborate with business stakeholders and technology teams to design, enhance, and deliver client-facing reporting solutions. This role requires strong experience in analyzing reporting requirements, data presentation, and visualization to meet client expectations. The analyst will translate business reporting needs into actionable specifications, ensuring accuracy, compliance, and usability of client deliverables.

Primary Responsibilities:

• Gather, analyze, and document requirements for client-facing reports, dashboards, and data extracts.
• Define report specifications, layouts, KPIs, metrics, and formatting standards.
• Collaborate with BI developers and product teams to design reporting solutions in Tableau or similar tools.
• Support user acceptance testing and validation of report outputs against business requirements.
• Translate business needs into user stories, workflows, and acceptance criteria focused on reporting.
• Work with cross-functional teams to improve data delivery processes for clients.
• Provide consultation on best practices for reporting design, usability, and data visualization.

Job Requirements:

• Bachelor’s degree required.
• 7+ years overall experience, with at least 5 years in Business Analysis.
• Strong expertise in client reporting requirements gathering, analysis, and delivery.
• Hands-on experience with BI/reporting tools (Tableau required; others like Power BI a plus).
• Strong SQL skills to validate report outputs and ensure accuracy of client data.
• Experience with Agile/Lean methodologies (Jira, Confluence, etc.).
• Proven ability to communicate effectively with clients and internal stakeholders.
• Advanced documentation and presentation skills (Excel, Lucid, report mockups).