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Secret Series - Case File 4 out now!
Secret Series - Case File 4 out now! Case Study 4 - Finance Systems - BI Reporting ManagerTell us a little about what your current position involves on a day to day basis:The majority of an average working day is dealing with requests and queries relating to our reporting information and environments. These normally come directly from Finance but we work with a variety of departments across the firm. Marketing / Pricing / Business Development / Public Relations / Compliance and direct to senior management. This varies from simple requests from frequent users and results in pointing them in the direction of a pre-existing report, checking that all of our integrated systems have up to date information and our overnight feeds and processes haven’t failed, all the way up to someone asking for a bespoke report with calculated fields.  The more interesting part of the role is that we are also often asked to comment on new processes and how reporting and data can assist in making it more efficient. Finding data or providing information that others thought were inaccessible is strangely satisfying as it impresses people. Every role has its ups and downs. What are the good, the bad and ugly parts of your current position?The GoodThe variety of requests and learning about the decision making which is based on those requests. The finance system is often the hub of data as it flows around the organisations. Knowledge of this means we have the power to provide useful information to almost everyone in the organisation from the catering department up to the chief executive and managing partners. Knowing the secrets first is always fun, you may not know it every time but you soon learn when you are asked for a data from certain areas of the system big news might be on its way. For example a jurisdiction report on law firms you have worked closely with means some high level joint venture or merger talks are going on well above your pay grade but they are talking about what you just gave them. The BadUsers are users! They are often not Finance or Technical people, they might not understand what you are talking about when you ask for a clearer definition of their report. Even simple questions like “which currency or which period range would you like?” are met with blank looks. Often they have been asked by someone else anyway. You need to be patient and try to educate these users in the hope they come back next time with a clearer specification. Out of the box standard reporting - users believe this is a thing, management believe this is a thing... only we know there is no one report that fits all. We have developed “standard” reporting suites for users that don’t meet their needs 3 months later. The UglyThird party requests, often requests will go from partners to secretaries to business development to various finance teams. Ultimately they come back to our reporting team, sometimes manipulated and misinterpreted like a work version of Chinese whispers. They can ...
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