Project Manager, Data, Reporting & Analytics
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Job Description
Project Manager turning H&R Block tax-office data into dashboards, reporting, and actionable insights. Coordinating cross-functional initiatives that improve operational readiness and performance.
Responsibilities:
- Manage project plans for operational metrics, dashboards, reporting routines, portfolio health, and leadership insights
- Coordinate reporting requirements, measures, definitions, timing, and ownership across business partners
- Analyze operational results, performance patterns, trends, and outliers to identify improvement opportunities
- Translate data and reporting outputs into clear, decision-ready summaries and recommended actions
- Maintain metric definitions, dashboard inputs, reporting documentation, data requests, and recurring insight routines
- Track progress against readiness milestones and document status, decisions, issues, and follow-up actions
- Identify and escalate risks, assumptions, barriers, and dependencies affecting readiness, adoption, quality, or timing
- Combine operational data, stakeholder input, and tax-office feedback to identify recurring themes and friction
- Support change readiness through aligned messaging, training inputs, support pathways, and leader guidance
- Measure results, document lessons learned, and recommend improvements for future project planning and execution
- Work across operations, finance, analytics, product, and field leadership to align reporting needs and deliver actionable information
Requirements:
- Bachelor’s degree in a related field or equivalent through a combination of education and related work experience
- 3–5 years of related experience supporting data, reporting, or analytics initiatives
- Experience defining metrics, coordinating reporting requirements, identifying trends, and translating findings into actionable business insights
- Ability to work effectively in a diverse work group
- Ability to lead in a matrix environment and at a distance (virtually)
- Demonstrated decision-making, analytical, and problem-solving skills
- Effective oral, written, and interpersonal communication skills
- Effectiveness presenting complex information to multiple organizational levels
- Strong facilitation and presentation skills
- Proficiency with Microsoft Office software and product planning tools
- Familiarity with project management methodologies
- Track record of establishing priorities and deadlines
Benefits:
- Medical and prescription drug coverage for associates and eligible dependents
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (Virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
- Competitive pay
- Comprehensive benefits
- Support for life both in and outside of work
- Continuous learning
- Incentive compensation or short-term incentive plans may provide additional earnings
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