Data & Reporting Analyst Lead

Duties And Responsibilities

• Owns and leads improvements for data and automation for Tableau, Salesforce Service Cloud Voice, and other reporting & automation initiatives.
• Creates and maintains Tableau and Power BI dashboards, recurring and ad hoc reports, and reporting tools for internal and external clients.
• Incorporates automation and efficiency into reporting solutions to establish processes that guarantee accurate and reliable results.
• Works directly with Software/IT teams, clients, and vendors to translate complex concepts concisely and integrate diverse data solutions.
• Supports technical elevation of the Client Services reporting solutions by expanding data warehouse & API connected solutions.
• Analyzes Client Services business trends and identify improvement initiatives & strategies for reporting/automation.
• Designs governance standards for quality checks, version control for reports/macros, and automation documentation.
• Manages the QC process across the reporting team to ensure consistent and thorough evaluation of all reports, invoices, and reconciliations.
• Performs database queries and business data analysis as needed.
• Supports reconciliations, macros, reports, and other automation processes as necessary.

Requirements

• 3+ years of professional experience working as a business or data analyst.
• Demonstrated success with data manipulation and visualization tools (Tableau, Microsoft Power Platform).
• Create, interpret, and maintain complex SQL queries in Redshift or Tableau.
• A proven grasp of database and analysis tools such as PostgreSQL and Excel, including demonstrated analytical skills to solve business issues.
• Advanced Microsoft Excel skills (pivot tables, LookUps, Index/Match, Charts/Graphs, PowerQuery, VBA).
• The ability to manage projects, influence stakeholders and work closely to determine effective solutions.

Preferred Skills, Education And Experience

• Bachelor's degree in an analytical discipline, such as engineering, mathematics, statistics, finance, or computer programming is strongly preferred.
• 1+ year experience with call center technologies (IVR, call routing, call tracking, WFO) and database technologies.
• Experience working with programming languages such as Python or NodeJS.
• Tableau certification.