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Seconded Operational Reporting Team Manager

Location:        Crewe or Mitcheldean Business Division:        Operations Job Advert:       

Seconded Operational Reporting Team Manager

Fixed Term contract or secondment -6 months

Location: Crewe or Mitcheldean


The Role:

The European Reporting Team are responsible for the scoping, construction, consolidation and maintenance of Management Information Dashboards and Static Reporting for Clients, Account Management and Operational functions, which are aligned with business strategy, company objectives and commitments.

The European Reporting Team work in partnership with Key Stakeholders to understand the reporting requirements through: Facilitating scope meetings; produce scope documentation which outlines the build criteria, data definitions and design capabilities; Obtain sign off and approval. Reporting Priority meetings are held with Key Stakeholders where all Project Planning and Priority Tasks are discussed and delivery timelines agreed.

Reporting is delivered by working in collaboration with internal IT Departments to source complex data connections, and access relevant data tables from various back office systems.

The team proactively work to seek ‘One Version of the Truth’ reporting by identifying and implementing effective processes and report efficiencies. New requests are assessed against existing reports to prevent duplication and alignment with existing data sources to reduce the construction time to ensure a more efficient build. Existing static reports are reviewed on a periodic basis in conjunction with new requests, with a view to 1) Incorporating within Dashboards, 2) Removal due to replacement of live interactive MI or 3) Enhanced manual reporting.

The team has a responsibility to deliver high standard, valuable and accurate reporting; through stringent validation and attention to detail; utilising key technical skills and ability, with adherence to strict deadlines, ensuring reports are distributed in a timely manner.

The role of Team Manager is to take responsibility for the day to day management of the Reporting Technician(s)/Technician Senior. Accountable forquality control and the performance and deliverables of the team; Decision making on behalf of the department and giving direction to other team members. Organisation of the team and their workload and aligning them with our company values: Trust, Respect, Urgency and Excellence and Accountability.

The Team Manager position, should provide support and guidance to all team members to enable them to deliver accurate and timed reporting to the highest possible standards. The daily duties will involve taking ownership of certain areas and being able to provide cover for others. 

Key Responsibilities:

  • Organises and monitors team performance and workloads, in relation to quality and ensure that the best possible results are delivered to a consistently high standard

  • Conducts regular 121s with team members and ensures personal development plans, including Cornerstone are updated in a timely manner

  • Conducts mid-year and end of year reviews for team members

  • Constantly reviews internal processes and procedures to improve on existing reporting

  • Conducts monthly auditing of team member reporting

  • Undertake ongoing analysis of reporting in the team and wider business to identify reporting efficiencies and the removal of duplicated reporting

  • Arrange, agenda and lead monthly meeting with key stakeholders to share the teams progress and project plan, proactively re-organise/reschedule team priorities and resource to ensure it is aligned with business strategy, produces reporting statistics as and when required

  • Plans and oversees prioritisation of assigned projects and priority tasks in line with project plan, team priorities and internal and external reporting deadlines

  • Ensure reporting deadlines and Client SLA agreements are adhered to and where delays or threats to service levels are incurred or at risk, provide regular and informative updates to manage customer expectation

  • Responsible for data integrity in relation to the accuracy and consistency of data used for reporting purposes and maintenance; checking reconciliation, content and validation and raising questions or concerns in relation to possible errors or content prior to delivery to ensure reporting of the highest standard

  • Maintain a Quality Assurance score of audited reports in the month of 90% or above

  • Arrange and hold scope meetings, conduct investigation and deliver scope outline documentation in line with reporting request

  • Accountability for evidencing data definitions and justification for data sources and calculations, to ensure that all reports provided are appropriate to the user and in line with the agreed scope

  • Collaborate with internal IT Departments in relation to data sources/connections and relevant data tables from controlled IT environments and various back office systems

  • Use SQL Server Management Studio to write statements to design data views, for promotion to the internal Operational Data Store, to create live data connections for reporting tools

  • Build and develop interactive and accessible MI dashboards in Microsoft Power BI. Connecting and writing SQL statements to retrieve accurate data from the Operational Data Store, ensure reports are valid and in line with the appropriate scope document

  • Develop an all-round understanding of all reportable business areas through interactions with these departments to ensure reporting requirements are fully understood and fulfilled, with an awareness of the impact insightful MI has on decision making within these areas

  • Sharing knowledge through creating and maintaining effective work level instructions, performing on the job training of peers and maintaining open communication in line with development plans

  • Provide ad hoc requests for data and reporting, which may be required by immediate or senior management

  • Ensure reports and task statuses are kept updated in a timely and efficient manner on relevant reporting tools demonstrating current position and completeness

  • Provide technical support for other areas of the business that use Power BI as a reporting tool, being a point of contact for creating data measures and connection to tables

Role Requirements:

  • The successful candidate will need to be flexible with regards to travel as there will be the expectation to travel between the Crewe and Mitcheldean offices

  • Performance Management and Team Management skills

  • Good understanding of organisational structure and goals

  • Highly organized

  • Excellent attention to detail

  • Developing and maintaining effective working relationships with both internal and external contacts

  • Ability to communicate effectively with Key Stakeholders and Clients, both face to face and in writing, accurate and realistic timeframes for reporting delivery

  • Accountable for allocated projects and priority tasks and delivery to agreed timelines

  • Ability to prioritise own time/workload in line with Project Planning and Key Stakeholder requests

  • Flexible approach to reporting, realigning priorities with business where necessary, adaptable to change

  • Ability to work well under pressure, using own initiative

  • Awareness of the effect insightful MI has on decision making

  • Technical skills and knowledge of all team reporting tools, data sources/connections and data tables to enable investigation and delivery of report request

  • SQL/Query building knowledge

  • Inquisitive mind and keenness to learn new systems and processes

  • Acts with urgency, without compromising on quality, with thorough validation and attention to detail

  • Competent at working with Microsoft Office products, specifically Excel

  • Awareness of Mircrosoft Access and Power BI is advantageous

  • Ability to navigate and develop interactive workflows and forms in SharePoint

  • Problem solving skills, solutions orientated, ability to explore alternative data methods/sources


Job Description:        Operational_Reporting_Team_Manager_Assurant.docx