Job Details

Job Title: Reporting Analyst

Location: Remote

Duration: 3-4 months, tax season like through April 2026 or so. // potential to be extended for convert

Role Purpose

To build and maintain comprehensive reporting and automation for the Tax Help growth initiative, enabling visibility into performance and conversion metrics across all stages. This role will drive data-informed decision-making by identifying gaps, automating reporting processes, and delivering actionable insights to leadership and field teams.

As part of the role, the Reporting Analyst will also develop and implement automated process workflows to streamline repetitive tasks and improve overall efficiency. This includes leveraging scripting to reduce manual intervention.

Key Responsibilities

• Design and maintain dashboards, granular reports that support decision-making and operational performance.
• Perform specific analyses to answer business questions as needed.
• Identify what needs tracking and measuring across the funnel, including gaps in data and inconsistencies.
• Perform extraction, transformation and loading (ETL) of data from multiple systems and databases to compile and analyze.
• Ensure data definitions and calculations are consistent and accurate across systems.
• Automate reporting tasks to produce daily and weekly reports.
• Partner with stakeholders across Field team, Operations, and FP&A to identify and track metrics, and KPIs.
• Provide insights to improve conversion rates at every funnel milestone.
• Ensures data quality, data accuracy, and troubleshoot discrepancies.

• Bachelor's degree in data Analytics, Information Systems, Computer Science, Business, or related field.
• 3+ years of experience in a data analyst, data quality, or business intelligence role
• Strong SQL skills and experience working with relational databases
• Expertise in SQL Server, BI tools (e.g., Power BI, Qlik), and data visualization
• The ability to interpret data, identify trends, and use the information to solve problems.
• Excellent problem-solving, analytical, and critical thinking skills
• A high level of accuracy and attention to detail to ensure reports are correct.
• Self-starter who takes initiative and ownership of projects.
• Thrives in an entrepreneurial, fast-paced, and evolving environment.
• Must be extremely responsive, adaptable, and result-oriented with a strong sense of urgency.