Financial Data & Reporting Specialist

$65,000 - $85,000

Full Time


    teamworkaccountingSSRSbudget preparationbudgetingmeet deadlinesmonth - end closeAttention to detailKnowledgeBudgetMicrosoft

    Job Description

    Please send your resume in WORD format should you be interested in the following Financial Data & Reporting Specialist position located near Cleveland, OH, 44114. This is a full-time role with a salary range of $65K - $85K with awesome benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.


    Job Title: Financial Data and Reporting Specialist

    Location: Cleveland, OH, 44114

    Salary: $65K - $85K

    Term:  Full-time

    3rd Party C2C/Transfer: No 

    Referral Fee: $500 - Refer qualified colleague, friends, or family.


    Please reply with an updated resume in Microsoft Word format




    The Firm Financial Data and Reporting Specialist is responsible for a variety of budgeting, reporting and accounting functions. The budgeting area includes assisting in budget preparation, budget report validation and report distribution. The reporting area includes authoring, maintaining and distribution of reports to various Firm departments, setup and maintenance of end user reporting security access, assist with review and sign off of all reports and various other reporting needs. The accounting area includes account analysis review, actual v. budget review and balancing various financial applications. The Specialist will complete miscellaneous other duties as requested. The Firm Financial Data and Reporting Specialist is expected to perform all job duties with a commitment to providing superior service to clients and Firm personnel, producing quality work products and maintaining an atmosphere of teamwork and continuous improvement. Above all, the Firm Financial Data and Reporting Specialist must fulfill the needs of the Firm in a manner which is consistent with the Firm’s visions and values.




    • Assist with budget preparation
    • Author and maintain Cognos and SQL Server Reporting Service (SSRS) reports
    • Cognos, SSRS, Financial Dashboard and Xcelerate (budget application) end user security
    • Month End & Budget Report distribution to various departments and Firm Personnel
    • Data Warehouse, Cube and other application balancing
    • Perform month-end close tasks
    • Actual v. Budget Review
    • Quarterly review of account analysis for selected offices
    • Responsible for balancing all accounting application reports and other areas as needed during application upgrades and conversions
    • SQL query development
    • Ad hoc reporting
    • Other duties as assigned





    • Working knowledge of Cognos, SSRS, Xcelerate or other reporting applications
    • Proficiency in the use of Excel
    • Strong Attention to detail
    • Knowledge of financial terminology and accounting principles
    • Ability to prioritize
    • Ability to meet deadlines