SDO Business Analyst

Familiarity with Power BI, Power Automate, or Salesforce is a plus and will be developed further in this role.

Essential Duties and Responsibilities:

Data Management & Reporting:

• Build and maintain Excel-based trackers, dashboards, and reporting templates for Sales Delivery Office operations.
• Clean, organize, and validate datasets to ensure accuracy and consistency across internal reports.
• Prepare recurring and ad hoc reports for sales, operations, and executive stakeholders.

Business Intelligence Support:

• Assist in building and maintaining Power BI dashboards and visualizations (preferred).
• Support data refresh processes and flag anomalies or reporting discrepancies.
• Collaborate with the Director of Commercial Analytics to evolve reporting standards.

Systems & Platform Familiarity:

• Pull and organize data from Salesforce to support pipeline reporting, backlog analysis, and performance tracking.
• Support workflow automation tasks using Microsoft Power Automate as directed (preferred).

Data Integrity & Documentation:

• Maintain accurate, version-controlled files across shared drives and internal systems.
• Document data sources, definitions, and report logic to support team continuity.
• Present findings clearly to non-technical stakeholders through structured summaries and visuals.

Qualifications:

• Proficiency in Microsoft Excel required — pivot tables, VLOOKUP/XLOOKUP, data cleaning, conditional formatting.
• Familiarity with Power BI a plus; willingness to develop proficiency expected.
• Exposure to Power Automate and/or Salesforce data pulls a plus.
• Strong attention to detail; comfortable working with large or complex datasets.
• Clear communicator with the ability to present data to non-technical audiences.
• Bachelor's degree in business, analytics, information systems, or related field preferred.