Reported successfully

ROLE PURPOSE 

The Business Data & Reporting Officer is responsible for preparing, maintaining, and monitoring business and portfolio-related data to support management decision-making. The role involves extracting data from internal systems, preparing reports and dashboards, monitoring sales pipelines, and providing basic data analysis to support the Team Lead and Relationship Managers. The position requires good analytical skills, attention to detail, and basic technical knowledge of banking systems and reporting tools. 

KEY RESPONSIBILITIES

Business Data Management and Reporting

• Extract, compile, validate, and maintain customer, portfolio, and business-related data from internal systems.

• Prepare regular and ad-hoc management reports covering portfolio performance, loan disbursements, utilization, collateral, outstanding balances, pipeline status, and other business metrics.

• Ensure data accuracy, completeness, consistency, and timely delivery of reports.

• Maintain historical databases and reporting documentation.

Portfolio Analysis and Business Performance Monitoring

• Analyze portfolio, customer, and business data to identify trends, opportunities, risks, and exceptions.

• Monitor portfolio performance, business growth indicators, and achievement against business targets.

• Maintain and track the sales pipeline from lead generation through loan disbursement.

• Provide data-driven insights and recommendations to support management decision-making.

Dashboard Development and Management Information Support

• Develop, maintain, and enhance Power BI dashboards, visualizations, and management information reports.

• Prepare presentations, business review materials, and performance summaries for management meetings.

• Support business planning, budgeting exercises, and management reporting requirements through data preparation and analysis.

 System Support and Stakeholder Coordination

• Retrieve and validate information from banking systems and internal databases while supporting data integrity initiatives.

• Coordinate with Relationship Managers, business units, IT teams, and other stakeholders to address reporting requirements and data-related issues.

• Assist in report testing, system enhancement validation, regulatory reporting, and continuous improvement of reporting and data management processes.

• Perform other duties assigned by the Team Lead or Department Head.

Knowledge & Skills

• Proficient in Microsoft Excel, including formulas, pivot tables, and data manipulation

• Knowledge of Power BI or other reporting tools

• Understanding of databases and data extraction processes

• Familiarity with banking systems and loan-related information is an advantage

• Strong attention to detail and accuracy

• Good analytical and problem-solving skills

• Ability to organize and manage multiple reporting tasks

• Good communication and coordination skills

• Ability to work independently and meet deadlines

• Available to travel for customer visits, document collection, or business-related activities when necessary

Education & Special Training

• Bachelor's degree in Business Administration, Finance, Economics, Information Technology, Computer Science, Statistics, or related fields

Experience

• 2–3 years of experience in reporting, business support, MIS, banking operations, or related areas

Languages

• Intermediate proficiency in English, particularly in written communication.