- 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
- Robust 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.

Highest-signal resume keywords

- Tableau Dashboard Development
- PowerBI Dashboard Development
- Advanced Excel Proficiency
- SQL Querying
- Salesforce Reporting

ATS Optimization Keywords

Hard Skills

- Dashboard Development
- Data Modeling
- Trend Analysis
- Revenue Insights
- Forecasting
- KPI Dashboard Creation
- Ad Hoc Analysis
- Data Visualization
- Reporting Automation
- Data Analysis

Soft Skills

- Strong Prioritization Skills
- Attention to Detail
- Intellectual Curiosity
- Proactive Insight Surfacing

Industry Keywords

- Financial Services
- Asset Management
- Revenue Operations
- Cloud Data Warehouse

Tools & Technologies

- Tableau
- PowerBI
- Salesforce
- SQL
- Excel
- Snowflake

#J-18808-Ljbffr

📌 Senior Revenue Operations Analyst (Toronto)
🏢 Jobtailor
📍 Toronto