Role: Reporting Analyst / Consultant
Location: Sarasota, FL (Onsite)
Duration: 12+ month C2H
Role Summary
The Reporting Analyst/Consultant is responsible for designing, validating, and operationalizing reporting capabilities during and after the migration from FIS Relias to FIS FRP. This role ensures all operational, participant, compliance, financial, executive, and regulatory reporting requirements are accurately transitioned, validated, and optimized within the FRP environment. The role acts as the liaison between business stakeholders, operations, compliance, finance, and technical reporting teams.
Primary Responsibilities
Reporting Inventory & Assessment
- Inventory all existing Relias and SIMIS reports; reports using data from Relias and SIMIS
- Classify reports by:
o Operational
o Compliance
o Regulatory
o Client-facing
o Executive
o Financial
- Identify redundant or obsolete reports
Report Migration & Redesign
- Redesign reports for FRP data structures
- Validate source data integrity
- Develop new reporting logic where required
- Optimize report usability and automation
Data Validation & Reconciliation
- Validate report outputs against legacy systems
- Support parallel reporting comparisons
- Reconcile participant and financial reporting variances
- Ensure audit traceability
Compliance & Regulatory Reporting
Support reporting requirements for:
- IRS
- DOL
- ERISA
- Audit support
- SOC reporting
- Internal controls
Executive & Operational Analytics
- Develop operational dashboards
- Support KPI and SLA reporting
- Create management reporting packages
- Enable trend and exception analysis
Business Stakeholder Engagement
Partner with:
- Operations
- Finance
- Compliance
- Client servicing
- Executive leadership
- PMO
- Data teams
Deliverables
- Reporting Inventory Matrix
- Report Mapping & Transformation Specifications
- Validation & Reconciliation Reports
- Executive Dashboards
- Operational KPI Reports
- Regulatory Reporting Validation Documentation
- Parallel Reporting Results
- Reporting Governance Standards
Required Skills & Experience
Functional
- Financial and operational reporting
- Compliance reporting
- Reconciliation and balancing
Technical
- SQL
- Power BI/Tableau
- Reporting tools
- Data analysis
- Data validation methodologies
Preferred
- FIS Relias reporting experience
- FIS FRP reporting experience
- Retirement industry compliance reporting
- Microsoft Fabric/Power BI experience