Data & Reporting Analyst II

Responsibilities

• Develops and maintains executive-ready dashboards and recurring reporting (e.g., revenue, margin, pipeline, churn, opex/capex, capacity, and KPI scorecards) to support decision making.
• PARTNERS WITH BUSINESS LEADERS TO GATHER REQUIREMENTS, DEFINE SUCCESS MEASURES, DOCUMENT METRIC DEFINITIONS, AND TRANSLATE NEEDS INTO SCALABLE BI SOLUTIONS.
• PERFORMS FINANCIAL AND OPERATIONAL ANALYSES (VARIANCE, TREND, COHORT, AND AD HOC MODELING) AND COMMUNICATES INSIGHTS, DRIVERS, AND RECOMMENDATIONS.
• Maintains existing datasets, data models, and reporting assets; MONITORS refreshes and data quality; TRUBRODSSES ISSUES TO ENSURE RELIABLE FUNCTIONALITY FOR END USERS.
• BUILDS AND IMPROVES SELF-SERVICE REPORTING EXPERIENCES AND ENABLEMENT AT SCALE, INCLUDING CONCISE DOCUMENTATION, STANDARDIZED TEMPLATES, AND TARGETED USER TRAINING TO DRIVE ADOPTION AND CONSISTENCY.
• IDENTIFIES AND DEVELOPS AI/AUTOMATION USE CASES (E.G., ANOMALY DETECTION, NARRATIVE INSIGHTS, FORECASTING ENHANCEMENTS, AND WORKFLOW AUTOMATION) IN PARTNERSHIP WITH BI AND IT STAKEHOLDERS.

Qualifications

• BS or BA in Finance, Accounting, Economics, Business Analytics, MIS, or related field (or equivalent practical experience).
• 2–4 years of relevant experience in analytics, business intelligence, or a related analytical role (e.g., FP&A, accounting/finance).
• Strong proficiency in Excel, including complex formulas, pivot tables, and data analysis techniques.
• Experience building dashboards and reports using BI tools (Power BI preferred) and working with data models and semantic layers.
• Experience owning stakeholder-facing dashboards and reporting end-to-end (intake, design, build, validation, deployment, and ongoing iteration).
• Proven ability to influence KPI/metric definitions and drive standardization by partnering with stakeholders to document business rules and establish reporting governance.
• Working knowledge of SQL and relational data concepts; ability to query, validate, and reconcile data across sources.
• Demonstrated ability to communicate clearly with both technical and non-technical audiences; strong written and verbal skills.
• Strong organizational skills with the ability to prioritize multiple requests and deliver accurate work on time.

Preferred Experience

• Experience with FP&A processes such as budgeting, forecasting, variance analysis, and management reporting.
• Power BI experience including DAX, Power Query, and data modeling best practices.
• Exposure to data warehousing concepts, ETL/ELT pipelines, and version-controlled BI development.
• Experience using generative AI tools (e.g., Microsoft Copilot, Claude) to accelerate analysis, automate reporting workflows, draft narrative insights, or prototype AI/automation use cases.
• Knowledge of GAAP and ability to reconcile financial results across systems.