报告分析师
Reporting Analyst
Precision AQ 正在寻找一名报告分析师，协助生成常规和临时的商业运营报告。该职位将与商业运营领导紧密合作，生成有关预测、管道管理、分析和商业 KPI 的报告和分析。
此职位向销售运营经理汇报。
职责与任务：
- 生成并按时交付关于商业管道和 KPI 的周报、月报和季报。
- 根据销售运营领导的要求，生成并交付临时报告。
- 在需要时为商业项目提供所需的报告和分析支持。
- 与销售运营领导合作，识别报告和商业智能方面的流程改进和自动化机会。
- 完成销售运营经理指派的其他任务
- 生成并交付定期的商业报告，包括周报、月报和季报的管道、预测、预订和 KPI 仪表板。
- 为销售运营领导和商业利益相关者开发并满足临时报告和分析请求。
- 监控和维护 Salesforce 数据质量，识别并上报影响报告准确性的不一致、缺失数据和管道卫生问题。
- 分析管道健康状况和预测指标，包括阶段进展、机会老化、转化率和达成趋势，以识别风险和机会。
- 通过改进仪表板、简化数据流程和提高报告效率，支持报告自动化和商业智能计划。
- 为战略项目和业务评审提供分析支持，包括高管演示、季度业务回顾（QBR）、区域分析和运营计划。
最低教育与经验要求：
- 本科或同等经验
- 3 年以上销售运营、收入运营、商业智能、报告分析或相关分析岗位的经验
- 强大的分析能力、沟通能力和利益相关者管理能力
- 能够在快节奏、不断变化、注重增长的环境中工作
- 熟练使用 Salesforce 报告和仪表板开发
- 熟练使用 Power BI，包括仪表板创建、数据建模和可视化最佳实践
- 熟练使用 Microsoft Excel，包括数据透视表、Power Query、XLOOKUP 和处理大数据
查看英文原文
Precision AQ is seeking a Reporting Analyst to help produce routine and ad hoc commercial operations reporting. This individual will work closely with Commercial Operations Leadership to produce reports and analysis regarding forecasting, pipeline management, analytics, and commercial KPIs.
This role reports to the Manager of Sales Operations.
Roles & Responsibilities:
- Produce and deliver timely and accurate weekly, monthly, and quarterly reporting on the commercial pipeline and KPIs.
- Produce and deliver ad hoc reporting upon request from Sales Operations leadership.
- Contribute as needed to commercial projects by providing needed reporting and analysis.
- Collaborate with Sales Operations leadership to identify opportunities for process improvement and automation regarding reporting and business intelligence
- Other duties as assigned by the Manager of Sales Operations
- Produce and deliver recurring commercial reporting including weekly, monthly, and quarterly pipeline, forecasting, bookings, and KPI dashboards.
- Develop and fulfil ad hoc reporting and analytical requests from Sales Operations leadership and commercial stakeholders.
- Monitor and maintain Salesforce data quality, identifying and escalating inconsistencies, missing data, and pipeline hygiene issues that impact reporting accuracy.
- Analyze pipeline health and forecasting metrics, including stage progression, opportunity aging, conversion rates, and attainment trends, to identify risks and opportunities.
- Support reporting automation and business intelligence initiatives by improving dashboards, streamlining data processes, and enhancing reporting efficiency.
- Provide analytical support for strategic projects and business reviews, including executive presentations, QBRs, territory analysis, and operational initiatives.
Minimum Education & Experience:
- Bachelor’s degree or equivalent experience
- 3+ years of experience in Sales Operations, Revenue Operations, Business Intelligence, Reporting Analytics, or related analytical roles.
- Strong analytical, communication, and stakeholder management skills
- Comfortable operating in fast‑paced, evolving, growth‑oriented environments
- Advanced proficiency with Salesforce reporting and dashboard development.
- Advanced proficiency with Power BI, including dashboard creation, data modeling, and visualization best practices.
- Advanced Microsoft Excel skills, including Pivot Tables, Power Query, XLOOKUP, and large dataset analysis.
- Experience supporting forecasting, pipeline management, KPI reporting, and commercial performance analysis.
- Experience working with enterprise-level data governance, reporting accuracy, and data compliance best practices.
Preferred Education & Experience (optional):
- Life Sciences experience preferred Or equivalent combination of education, professional training and experience that provides the individual with the required knowledge, skills, and abilities to perform the job.
- cAdvanced Salesforce CRM reporting and dashboard design.
- Strong Power BI development skills, including data modeling and report optimization.
- Exceptional analytical and problem-solving capabilities with the ability to translate data into actionable business insights.
- Strong attention to detail and commitment to data accuracy and quality.
- Excellent written and verbal communication skills, including the ability to effectively support remote stakeholders.
- Ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
- Ability to support reporting requests across multiple time zones.
- Process improvement and automation mindset with a focus on operational efficiency and scalability.
Any data provided as a part of this application will be stored in accordance with our Privacy Policy. For CA applicants, please also refer to our CA Privacy Notice.
Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at myHR@precisionmedicinegrp.com.
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