Produce monthly executive reporting, including estimates and actuals, with supporting analysis and commentary
Prepare weekly sales strategy reporting, leaderboards, and KPI dashboards across three businesses
Develop executive-level reporting packages and presentations for leadership decision-making
Design, build, and maintain Tableau, Salesforce, and PowerBI dashboards, including underlying data models
Conduct trend analysis and develop revenue insights informing commercial strategy
Complete ad hoc analysis for the Director and wider Revenue Operations function
Support forecasting and quarterly commissions reporting, with opportunity to assume full ownership over time
Automate and streamline recurring reporting to improve accuracy, consistency, and turnaround
Partner with the CRM Engineering team to improve data models and reporting logic
Help establish trustworthy, decision-ready reporting standards
Own reporting, dashboarding, and analytics supporting revenue growth across three businesses
Report to the Director, Revenue Operations
Requirements
Demonstrated experience building and maintaining dashboards and data models in Tableau or PowerBI
Advanced Excel proficiency, including complex formulas and working with large, imperfect datasets
Working knowledge of SQL and ability to query source data independently
Experience with Salesforce reporting and understanding of underlying data structures
Solid data visualization skills and ability to present analysis clearly and accurately
Strong prioritization skills and ability to manage competing demands
High standard of accuracy and attention to detail appropriate to executive-level reporting
Intellectual curiosity and proactive approach to surfacing insight
Background in financial services or asset management (nice to have)
Exposure to a cloud data warehouse environment such as Snowflake (nice to have)
Experience mentoring or supporting junior analysts (nice to have)
Core Competencies
Demonstrates expertise in building and maintaining dashboards and data models using Tableau and PowerBI, alongside advanced Excel proficiency for data analysis. Strong ability to produce executive-level reporting and insights that drive revenue growth and support decision-making.