Role purpose
Build the controlled end-user report, template, dashboard or submission output using the approved last-mile reporting platform.
Scope of work
- Report construction and presentation
- Report templates and reusable components
- Links, formulas and semantic models
- Workflow and review configuration
- Access controls and deployment
- Component testing, UAT remediation and knowledge transfer
Responsibilities
- Translate approved functional and data requirements into report outputs
- Reuse agreed report templates and components
- Connect outputs to governed datasets
- Implement report calculations and presentation logic
- Build controls and evidence requirements into outputs
- Support component testing and UAT
- Resolve report-related defects
- Prepare deployment and release artefacts
- Document the solution and transfer knowledge
- For Workiva: configure reports, templates, links, formulas, workflow, review and evidence requirements
- For Power BI: develop governed semantic models, datasets, paginated or analytical outputs, deployment and access controls
Typical activities and deliverables
- Construct report pages, templates or dashboards
- Configure governed data connections
- Implement formulas, measures and presentation logic
- Create reusable report components
- Validate output totals and presentation
- Prepare component-test evidence
- Support UAT demonstrations and remediation
- Package controlled deployment artefacts
- Produce user and support documentation
Essential skills
- Development in the selected reporting platform
- Finance and regulatory-report presentation
- Data validation and reconciliation
- Reusable report-component design
- Component testing and UAT support
- Controlled deployment and access
- Technical documentation
- Workiva report configuration or Power BI semantic modelling and reporting, as applicable