Sales Planning Reporting Analyst Jobs (NOW HIRING)

Position OverviewHarris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.

We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled - those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams.

The Role:

Harris Williams is seeking an Oracle ERP / Fusion Data Intelligence Reporting Analyst to support financial, operational, and management reporting across Oracle ERP Cloud, Oracle Fusion Data Intelligence (FDI), and Oracle Enterprise Performance Management (EPM). In this role, you will develop the reports, dashboards, and analytics solutions that finance leaders across the firm rely on every day.

Working closely with our Finance, Accounting, and IT teams, you will build financial reports, management dashboards, and analytics solutions using Oracle reporting tools including BI Publisher, OTBI, and Oracle Analytics. You will bring strong experience with Oracle ERP financial data, tables, and reporting structures, along with a track record of building dashboards and financial reporting solutions end to end.

Why This Role is Unique

This role spans the firm's Oracle finance technology platform, covering reporting and analytics across Oracle ERP, Fusion Data Intelligence (FDI), and EPM. You'll work directly with Finance, Accounting, and IT to turn financial and operational data into the reports and management dashboards leaders use, building on a modern Oracle Cloud stack (BI Publisher, OTBI, Oracle Analytics). It's a broad, hands-on role for someone who wants to solve reporting problems end to end and partner closely with the business.

Core Responsibilities:

• Develop and maintain reports, dashboards, and analytics across Oracle ERP, Oracle Fusion Data Intelligence (FDI), and Oracle EPM.
• Build BI Publisher reports and data extracts from Oracle ERP, and develop interactive dashboards using OTBI (Oracle Transactional Business Intelligence) and Oracle Analytics.
• Partner with Finance and Accounting teams to gather reporting requirements and translate them into clear, reliable reporting solutions.
• Work hands-on with Oracle ERP tables, attributes, and financial data structures to source and model the right data.
• Support reporting across Oracle Financial modules, including General Ledger, Accounts Payable, Accounts Receivable, Projects, Procurement, Cash Management, Fixed Assets, and Tax.
• Support data extraction and reporting datasets using BICC, and support reporting and analytics for Oracle Fusion Data Intelligence.
• Assist with EPM and financial reporting processes, and ensure data accuracy and consistency across ERP, EPM, and analytics platforms.
• Document report definitions, dashboard specifications, and reporting processes so solutions are repeatable and well-governed.
• Support system upgrades, testing, and implementation activities related to the firm's reporting and analytics platforms.

Job Specific Competencies, Education and Experience:

Required

• 5-7 years of experience working with Oracle ERP reporting tools (strong Oracle E-Business Suite (EBS) experience may also be considered alongside complementary skills).
• Hands-on experience with BI Publisher, OTBI (Oracle Transactional Business Intelligence), and Oracle Analytics / Oracle Analytics Cloud.
• Strong working knowledge of Oracle ERP tables, attributes, and data structures.
• Experience reporting across core Oracle Financial modules: General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Projects (PA), Procurement (PO), Cash Management (CM), Fixed Assets (FA), and Tax.
• A track record of developing financial reports and management dashboards.
• Strong SQL and data analysis skills.
• Experience partnering directly with Finance and Accounting teams to deliver reporting solutions.

Preferred

• Oracle Enterprise Performance Management (EPM) reporting.
• Business Intelligence Cloud Connector (BICC) and Oracle Fusion Data Intelligence (FDI).
• Experience with financial reporting, forecasting, and management reporting systems.
• Experience working in a financial services, investment banking, or professional services environment.
• Experience with data warehousing, reporting datasets, and data modeling.

Competencies

• Strong reporting and data visualization skills.
• Attention to detail and a commitment to data accuracy.
• Strong communication and documentation skills.
• Ability to collaborate effectively across Finance, Accounting, and IT teams.

Our Culture & Growth

When you join Harris Williams, you step into a highly collaborative, high-expectations environment where individuals are empowered to take ownership and make a visible impact. We value curiosity, accountability, and a strong team-first mindset.

This is an environment where you will be expected to lean in, contribute meaningfully, and grow quickly, working alongside passionate colleagues who are committed to excellence and continuous improvement.

Additional Information

• Work Arrangement: Harris Williams offers flexible work arrangements for this role based on the successful candidate's location. Candidates based in or near Richmond, VA will work on a hybrid schedule, combining time in our Richmond office with remote work. Candidates located outside the Richmond area may be considered for a fully remote arrangement. The specific arrangement will be confirmed during the hiring process based on the candidate's location and business needs.
• Candidates must be authorized to work in the U.S. without sponsorship
• This description reflects the core responsibilities of the role but is not intended to be all-inclusive. Responsibilities and focus areas may evolve based on business needs.

Disclaimer: Harris Williams will not accept unsolicited resumes from contingency recruiters. Any such resumes received will not be considered as legitimate submissions, and Harris Williams will not pay for the placement of a candidate resulting from the receipt of an unsolicited resume. Furthermore, Harris Williams strictly forbids any contingency recruiter from representing the firm in the market without prior consent

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsApplication Development, Business Management, Customer Solutions, Design, Group Problem Solving, Process Improvements, Release Management, Software Solutions, User Experience (UX) DesignCompetenciesBusiness Assessment, Business Process Modeling, IT Environment, IT Project Management, Requirements Analysis, Technical Writing/Documentation, Workflow AnalysisWork ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesCBAP (Certified Business Analysis Professional) certification preferred.Pay TransparencyBase Salary: $120,000.00 - $150,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.Application WindowGenerally, this opening is expected to be posted for two business days from 07/21/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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