Summary
We are seeking a skilled Data Analytics and Reporting Specialist to join our global team. In this role, you will be responsible for creating and maintaining impactful reports and dashboards for our leadership and finance teams,
and in support of greater data integrity efforts across the company. This is an exciting opportunity for a proactive and analytical professional who is passionate about transforming data into compelling visualizations that drive action. The ideal candidate will be comfortable working in a dynamic, data- driven environment and possess a natural curiosity for digging into the data. You will partner closely with business stakeholders to analyze current challenges and use cases, with the goal of enhancing the analytic experience. This position is based in our Guidewire Bangalore office, and reports to the PS Manager, Salesforce PSA & Analytics.
Job Description
Responsibilities:
- Serve as the go-to expert for the PS organization on Salesforce Reports and Dashboards (including standard & CRMA) and Thoughtspot for enterprise reporting needs.
- Continuously hone expertise on the PSA data model within Salesforce and underlying system processes.
- Ensure solutions are scalable, repeatable, effective, and meet the expectations of various stakeholders.
- Support top-tier executive analytic reporting, setting a high standard for best practices.
- Partner with IS Technical Teams and Business Partners to establish enterprise oversight of critical team- related data.
- Manage end-to-end evaluations and solutioning, including design, development, testing, deployment, an adoption.
- Map, clean, and organize data, ensuring accurate alignment of fields and values between CRM systems.
- Analyze data to identify gaps or inconsistencies and develop reports and dashboards to support managements information needs.
- Present findings, recommendations, and updates on key metrics to management and stakeholders through clear, impactful presentations. ### Essential Skills and Experience:
- BA/BS degree or equivalent experience and minimum of 5+ years proven related experience in Analytics, Finance, Business Operation or Management Consulting.
- Experience with Salesforce CRM Analytics (Salesforce Admin certification is a plus).
- Intermediate to advanced experience with SQL scripting and data visualization tools (e.g. Tableau, PowerBI, ThoughtSpot) to turn data into insights.
- Ability to independently synthesize sophisticated data into simple consumable deliverables with clear takeaways.
- Outstanding communications skills, both written and verbal, with both technical and non-technical colleagues and strong stakeholder management ability are essential skills.
- Detail-oriented with a desire to quickly learn new concepts, business models, and technologies.
- Ability to adapt to new demands and execute with urgency in a dynamic environment.
- Strong operational skills, including problem-solving, process analysis, and execution.
- Ability to design and interpret key performance metrics and deliver insights.
- Capability to automate processes and drive improvements.
- Troubleshoot operational issues and propose system/process changes to fix root causes.
Preferred Skills and Experience:
- Core foundational FP&A experience: accounting, planning, forecasting, variance analysis.
- Experience in Professional Services Consulting business of a SaaS vertical company is a plus.
- Knowledge or background with Certinia PSA (Professional Services Automation) business model preferred.
- Experience with Google Apps Script, ETL, Data Normalization, Sheets advanced formulas (Let, Lambda, VStack/HStack, Query, Importrange, Filter, Tables, Named Ranges and Functions...)