About the role

Senior Analyst, Business Reporting & Automation supporting Professional Services organization driving operational insights and decision support. Seeking proactive individual with strong SaaS understanding.

Responsibilities

Act as a strategic partner to Professional Services leadership by translating operational and financial data into actionable insights that drive better project execution, resource management, and profitability.
Partner with stakeholders to understand evolving business needs and proactively propose scalable data/reporting solutions.
Maintain and enhance operational dashboards and reports using Google Sheets and Apps Script.
Drive adoption and continuous improvement of Professional Services KPIs (e.g., project profitability, utilization, recognized revenue).
Identify project or financial data discrepancies and work with relevant teams to resolve issues.
Assist in the creation and maintenance of operational documentation and user guides.
Support revenue forecasting and margin tracking across global services projects.
Build and maintain financial and sales models to support project forecasting, operational/sales KPIs, conversion rates, utilization rates, lead times, and revenue planning.
Provide sales support, including bookings-to-revenue metrics and related KPIs analysis.
Collaborate on process improvements for forecasting accuracy, reporting cadence, and financial data quality.
Build and manage ETL processes to consolidate and transform data from multiple systems.
Automate routine reporting tasks to improve efficiency and scalability across operational workflows.

Bachelor's degree in Business, Finance, Engineering, or a related field.
3+ years of experience in Business Operations, FP&A, or Professional Services Operations, preferably in a SaaS environment.
Proven ability to interpret business needs and develop solutions that drive operational and financial improvements.
Solid understanding of ETL workflows and data modeling.
Advanced proficiency in Google Sheets, including Apps Script development and advanced formulas.
Strong attention to detail, organizational skills, and data hygiene discipline.
Strong understanding of services revenue models (e.g., Time and Materials, Fixed Fee, % Complete) and project financial metrics (e.g., project profitability, utilization, revenue recognition).
Experience working with project financials, revenue tracking, or services P&L metrics.
Excellent cross-functional communication and problem-solving skills.
Demonstrated ability to embrace AI and apply it to your role as well as use data-driven insights to drive innovation, productivity, and continuous improvement.

Equal opportunity and affirmative action employer
Committed to an inclusive workplace
Believe that a diversity of perspectives, abilities, and cultures is a key to our success.
Qualified applicants will receive consideration without regard to race, color, ancestry, religion, sex, national origin, citizenship, marital status, age, sexual orientation, gender identity, gender expression, veteran status, or disability.
All offers are contingent upon passing a criminal history and other background checks where it's applicable to the position.