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Custom Reporting Analyst Jobs in Colorado (NOW HIRING)

UCHealth

Systems Analyst Senior

Aurora, CO · On-site

$45.38 - $68.07/hr

Generates reports as requested, including writing specifications for custom reports. Provides ... Provides advanced analysis of the usage and return-on-investment of installed and proposed assigned ...

ClinDCast LLC

Workday Developer

Aurora, CO · On-site

$60/hr

Design and maintain custom reports (Advanced, Matrix, Composite, BIRT) within Workday ... Excellent analytical, problem-solving, and communication skills. ⭐ Preferred Qualifications:

NextEra Energy

Sales Analyst - West Region

Peetz, CO · On-site

Utilizes existing reports or prepares custom reports as requested by customers. * Assists Sales ... analyzing public information, and applying current business strategies to help the origination Team ...

NextEra Energy

Sales Analyst - West Region

Denver, CO · On-site

Utilizes existing reports or prepares custom reports as requested by customers. * Assists Sales ... analyzing public information, and applying current business strategies to help the origination Team ...

NextEra Energy

Sales Analyst - West Region

Denver, CO · On-site

Utilizes existing reports or prepares custom reports as requested by customers. * Assists Sales ... analyzing public information, and applying current business strategies to help the origination Team ...

NextEra Energy

Sales Analyst - West Region

Denver, CO · On-site

Utilizes existing reports or prepares custom reports as requested by customers. * Assists Sales ... analyzing public information, and applying current business strategies to help the origination Team ...

Ping Identity

Business Analyst

Denver, CO · On-site

As a Business Analyst reporting to the Director of Business Transformation Strategy within Ping Identity's Business Transformation Office (BTO), you will play a critical role in Ping's commitment to ...

Ping Identity

Business Analyst

Denver, CO · On-site

As a Business Analyst reporting to the Director of Business Transformation Strategy within Ping Identity's Business Transformation Office (BTO), you will play a critical role in Ping's commitment to ...

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Custom Reporting Analyst information

What does a custom reporting analyst do?

A Custom Reporting Analyst is responsible for designing, developing, and delivering specialized reports tailored to meet the unique needs of an organization. They work closely with stakeholders to understand data requirements, extract and analyze data from various sources, and present insights in a clear and actionable format. Their role often involves using reporting tools and software, ensuring data accuracy, and providing recommendations based on their analysis to support business decisions.

What are the key skills and qualifications needed to thrive as a custom reporting analyst?

To excel as a Custom Reporting Analyst, you need a solid background in data analysis, report generation, and a relevant degree such as in statistics, computer science, or business. Expertise in SQL, business intelligence tools (like Tableau or Power BI), and familiarity with databases or ERP systems are typically required. Strong problem-solving abilities, attention to detail, and effective communication help translate complex data into actionable insights for stakeholders. These skills are crucial for delivering accurate, tailored reports that support data-driven decision-making within organizations.

What are some common challenges faced by custom reporting analysts when working with cross-functional teams?

Custom Reporting Analysts often collaborate with stakeholders from various departments, each with unique data needs and technical backgrounds. A common challenge is translating complex business questions into precise data queries while ensuring the results are both accurate and relevant. Managing multiple requests, prioritizing tasks, and effectively communicating technical concepts to non-technical team members are essential skills. Building strong relationships and maintaining clear, ongoing communication help overcome these challenges and lead to more impactful reporting solutions.

What cities in Colorado are hiring for Custom Reporting Analyst jobs?

Cities in Colorado with the most Custom Reporting Analyst job openings:

Infographic showing various Custom Reporting Analyst job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Portfolio Reporting Analyst

Denver, CO • On-site

Matter Family Office
Finance and Insurance • 11 - 50 employees
Learn more about Matter Family Officeexternal

$55K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 4 days ago

Job description

About Matter Family Office
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.
Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.
About the Role
The Portfolio Reporting Analyst plays a critical role in powering our clients' portfolio-related needs. You will manage financial data and deliver accurate, timely reporting for high-net-worth individuals and their families - collaborating closely with data and client service team members to ensure every report reflects a complete and precise picture of each client's financial position.
Your Responsibilities
  • Manage the collection, setup, and maintenance of client account information within our reporting platform (Addepar)
  • Produce monthly, quarterly, and annual financial reports - including performance reports, net worth statements, liquidity reports, and other custom reports
  • Manage private investments through Arch to confirm alternative investment data is accurately reflected in our systems
  • Partner with clients' investment managers to verify all transactions and statements are accurately reflected in performance reports
  • Prepare ad hoc reports and analyses as requested by clients or internal stakeholders
  • Build and maintain Excel models and macros to support reporting workflows
  • Educate and train other analysts on our reporting platform
  • Contribute to the development and continuous improvement of reporting processes and systems
  • Uphold strict confidentiality of all client information and adhere to compliance and regulatory requirements

Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • 2+ years of experience in financial reporting, ideally within a family office or similar environment
  • Experience working in a client-facing or high-net-worth client environment
  • Experience with Addepar or other portfolio reporting platforms
  • Familiarity with Arch or similar private investment tracking platforms
  • Proficiency in Microsoft Excel and other financial software programs
  • Strong analytical, quantitative, and organizational skills with exceptional attention to detail
  • Clear and professional written and verbal communication skills
  • Deep familiarity with alternative investments and other traditional investment vehicles
  • Ability to maintain strict confidentiality and handle sensitive client information with discretion

Benefits
  • Competitive Salary and Annual Performance Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community, and/or industry involvement

Apply