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Reporting specialist skills for your resume and career

Updated January 8, 2025
5 min read
Quoted expert
Fang Lin
Reporting specialist example skills
Below we've compiled a list of the most critical reporting specialist skills. We ranked the top skills for reporting specialists based on the percentage of resumes they appeared on. For example, 9.9% of reporting specialist resumes contained customer service as a skill. Continue reading to find out what skills a reporting specialist needs to be successful in the workplace.

15 reporting specialist skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how reporting specialists use customer service:
  • Provided courteous and conscientious customer service to students and co-workers regarding Mortgage reporting.
  • Developed and implemented process improvements that increased productivity and customer service satisfaction.

2. Data Analysis

Here's how reporting specialists use data analysis:
  • Performed data analysis and reporting for a nationwide employee benefit solutions administrator.
  • Performed many data analysis/programming functions in addition to primary job description.

3. PowerPoint

Here's how reporting specialists use powerpoint:
  • Created PowerPoint presentations for sales teams regarding product info and emphasized comparison versus competitor's products.
  • Create PowerPoint presentations for Senior Management monthly meetings as well as Executive Committee meetings.

4. BI

Here's how reporting specialists use bi:
  • Installed and Configured Cognos BI Suite (Architect, Transformer, Powerplay and Impromptu).
  • Project: BI Solution iPayment Inc. is a merchant services and acquisition company.

5. QA

QA, or Quality Assurance is a procedure that entails all of the steps taken to avoid any errors in the manufacturing process or in the production of the goods that a company produces. It can also include ensuring the consistency of the services rendered. Quality assurance ensures that the quality of the service delivered to consumers meets or exceeds the promised expectations. This greatly aids in the prevention of any complications that might arise after the goods or services have been distributed. It makes sure that customers are satisfied.

Here's how reporting specialists use qa:
  • QA'ed loans to ensure that they were reported correctly and made corrections to those that were not.
  • Created technical documentation and trained QA staff on finalized data script procedures.

6. SME

The term ‘small and medium-sized enterprises' is meant to describe businesses of varied sizes who fall below certain limits and targets set by various organizations, such as the World Bank and the UN. SMEs, as they are commonly known, are an important part of any economy and generally, in healthy economies, should vastly outnumber other forms of business, such as multi-level corporations, because they collectively employ more people, pay better, and produce more money.

Here's how reporting specialists use sme:
  • Maintained nightly reporting for SME Team and noted agent issues that may need improvement or additional training.
  • Act as reporting SME for client implementations and expansions into new components of our application.

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7. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how reporting specialists use financial statements:
  • Managed and ensured accuracy and timely valuation of financial statements for daily, weekly and monthly clients including tax-reporting schedules.
  • Prepared annual and semi-annual financial statements, prospectuses and statements of additional information for Fidelity's mutual funds.

8. Pivot Tables

A pivot table is a technique used in data processing to arrange and rearrange statistics to prioritize useful information. The aim of a pivot table is to summarize the findings and interpretations of the data extracted. Pivot tables take information from a database or spreadsheet to report sums, average, and other such statistics. This technique is integral to data analysis since it turns the data to view it from different lenses and perspectives.

Here's how reporting specialists use pivot tables:
  • Have excellent knowledge of Excel formatting, formulas, pivot tables, charts, and graphs.
  • Manipulate data tables within Microsoft Excel using functions, formulas, and pivot tables.

9. Regression

Here's how reporting specialists use regression:
  • Designed comprehensive automated regression testing tool for mission critical program still in use in today.

10. Data Collection

Data collection means to analyze and collect all the necessary information. It helps in carrying out research and in storing important and necessary information. The most important goal of data collection is to gather the information that is rich and accurate for statistical analysis.

Here's how reporting specialists use data collection:
  • Performed diligent analysis and risk evaluation, generation of client correspondence, data collection/entry, and distribution of reports.
  • Modernized an antiquated and manual data collection process into an automated function allowing for efficiency and operation capacity gains.

11. Analyze Data

Analyze data or data analysis refers to the practice of studying, organizing, and transforming data to make it more useful. It also includes the cleansing of non-useful information which helps in better decision making regarding any particular matter. Analyze data is a practice that is used widely in the field of business, social sciences, and science.

Here's how reporting specialists use analyze data:
  • Analyze data and reporting solutions to understand business impact, correlations/ discrepancies, and to propose changes/alternate solutions.
  • Analyze data for reporting and/or performance analysis, and identify trends related to customer issues and escalations.

12. Visualization

Here's how reporting specialists use visualization:
  • Created and recommended better formats to refine the reporting, data blending, and visualization experience.
  • Reviewed Vendors Status Reports with Project Team and created visualization for budget forecasting.

13. Reconciliations

Here's how reporting specialists use reconciliations:
  • Performed detailed reconciliations of portfolios for investment managers hired by BNY Mellon clients.
  • Performed general ledger account reconciliations, in addition to reconciling inter-company accounts.

14. HR

HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.

Here's how reporting specialists use hr:
  • Supported HR Reporting Process Lead in reporting streamlining and standardization initiatives.
  • Established effective relationships with internal customers (Legal, HR, FP&A) and external vendors.

15. Portfolio

Here's how reporting specialists use portfolio:
  • Provided monthly performance numbers for variety of mutual funds both internally for portfolio management, marketing and external reporting agencies.
  • Managed detailed billing and reporting portfolio of federally funded awards, and supervised 2 Fiscal Reporting Specialists.
top-skills

What skills help Reporting Specialists find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What reporting specialist skills would you recommend for someone trying to advance their career?

Fang Lin

Assistant Professor of Finance, Pacific Lutheran University

Don't be afraid to negotiate your starting salary. Young journalists have a lot to offer newsrooms through social media skills and a willingness to adapt to new technologies such as artificial intelligence. Technology skills have value and should not be undersold. Also, young journalism students should not discount the value of their student media and internship experiences. Young journalists must use everything on their resumes to show how they bring value to their position and ask to be compensated fairly for the work they will contribute to the newsroom's success.
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Read more about what experts have to say about reporting specialist

List of reporting specialist skills to add to your resume

Reporting specialist skills

The most important skills for a reporting specialist resume and required skills for a reporting specialist to have include:

  • Customer Service
  • Data Analysis
  • PowerPoint
  • BI
  • QA
  • SME
  • Financial Statements
  • Pivot Tables
  • Regression
  • Data Collection
  • Analyze Data
  • Visualization
  • Reconciliations
  • HR
  • Portfolio
  • SharePoint
  • Financial Reports
  • GAAP
  • Excellent Organizational
  • Process Improvement
  • Data Entry
  • VBA
  • Payroll
  • Securities
  • External Auditors
  • SSRS
  • Ad-Hoc Reports
  • Data Warehouse
  • Cognos
  • Microsoft SQL Server
  • Bank Secrecy Act
  • General Ledger Accounts
  • Journal Entries
  • Financial Data
  • SOX
  • ETL
  • FDA
  • Mutual Funds
  • External Clients
  • Client Accounts
  • Balance Sheet
  • IRS
  • MDR
  • KPI
  • IFRS
  • PeopleSoft
  • AML
  • SLA

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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