Job#: 3051276 : Reporting Associate 6 month contract- potential for extension Hybrid Toronto Overview Our Financial Services client is seeking a Reporting Associate to support reporting operations, analytics, process improvement, and business reporting initiatives. This role will be heavily focused on Excel-based reporting with opportunities to expand reporting capabilities using Power BI.

- Core skills required: Excel (most key), Macros, Power BI, and Power Apps. Other qualifications are secondary to these core competencies.
- Working with Excel spreadsheets and building macros. Much of the current work is spreadsheet-based tracking.
- The team's next step is to transition more of their reporting into Power BI. Strong Power BI skills would be a significant advantage in this role. Someone who can build Power BI demonstrations and identify efficiency opportunities would provide immediate value, as the team is still developing its Power BI capabilities.
- This role is less project-focused and more centered on generating efficiencies in reporting processes and developing new spreadsheet-style reporting solutions.
- Maintain the Power Apps and Power Automations - foundational knowledge and experience in these tools is required.
- Strong communication and business-facing skills are essential, both for presenting findings and gathering requirements. Presentations are typically delivered within the team or Senior Leadership.
- Banking or financial services experience is a nice-to-have, with AML/KYC experience being particularly desirable.
- Looking for approximately 5 years of experience

Responsibilities

- Build and maintain business reports and dashboards.
- Analyze large datasets and provide business insights.
- Create and maintain spreadsheet-based reporting solutions.
- Support automation initiatives using Power Platform tools.
- Gather business requirements and communicate findings to stakeholders.




- Support ongoing reporting process improvements.

Required Qualifications

- Advanced Excel skills.
- Reporting and analytics experience.
- Power BI experience.
- Strong business communication abilities.
- Experience working with large datasets.

Preferred Qualifications

- Macros/VBA.
- Power Apps.
- Power Automate.
- Banking or Financial Services experience.
- AML/KYC exposure.

EEO Employer Everforth Apex Systems is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.

Everforth Apex

Systems will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or (phone hidden).

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning.

We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.



Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Everforth Apex Benefits Overview:

In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. © 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Everforth

Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or (phone hidden). (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.

📌 Reporting Associate (Toronto)
🏢 Apex Systems
📍 Toronto