Advisory Reporting Analyst

United States (Remote)
Advisory /
Full-time /
Remote
About This Opportunity
We are seeking an analytical, proactive, and detail-oriented individual to join our growing team as an Advisory Reporting Analyst. This role will play a crucial role in ensuring organizational success. You'll work closely with a dedicated portfolio of customers, providing consultation, training, and data analysis to help them achieve their goals. This role reports directly to our Sr Advisory Reporting Specialist.

What You’ll Do (% Time Spent)

    • Client Reporting (45%): Craft insightful reports and dashboards for our customer base, providing valuable insights to key stakeholders.
    • Ad-hoc Support (30%): Provide timely assistance in troubleshooting reports and addressing ad-hoc inquiries.
    • Internal & External Collaboration (15%): Collaborate closely with internal teams (Business Intelligence, Customer Experience) and external clients to gather requirements and ensure reporting needs are met.
    • Customer Demonstrations (5%): Conduct demonstrations of reporting tools for customers when necessary, showcasing their capabilities and benefits.
    • Process Improvement (5%): Play a role in identifying and implementing process improvement initiatives to enhance reporting efficiency and effectiveness.

About You And What Skills You’ll Need

    • Experience: 2+ years of customer-facing experience.
    • Education: Bachelor’s degree.
    • Technical Skills: Proficiency in Microsoft Office Suite, including Excel.
    • Core Competencies: Self-starter mentality, adept at multitasking, problem-solving, and a strong commitment to process improvement
    • Nice-to-Haves (preferred but not required): Familiarity with data visualization tools like Tableau, SQL knowledge, or any coding language.
    • Work Eligibility: Authorized to work in the US (sponsorship not available).