Own end-to-end professional services reporting and analytics strategy
Design, build, and maintain scalable dashboards and reporting solutions using Power BI and SQL-based data models
Develop automated reporting pipelines that replace manual data processes
Ensure data integrity, consistency, and reliability across systems
Build and manage KPIs and metrics (i.e. cost per employee, cost per activity, Output vs. spend vs. revenue, Productivity and efficiency trends)
Create normalized performance metrics (i.e. staffing models forecasting, budget planning, resource optimization)
Partner with Finance to align operational metrics with financial performance and forecasting models
Develop reporting frameworks and establish quality reporting and measurement standards
Track progress against 2026 operational and financial targets
Deliver insights that drive proactive operational improvements
Build scalable data foundations to support long-term reporting needs
Standardize processes for data collection, reporting, and documentation
Create training and documentation to ensure consistent use of reporting tools and dashboards
Establish accountability frameworks that drive operational efficiency
Partner closely with Professional Services leadership, Finance, and Customer Success
Deliver executive-ready reporting for leadership decision-making
Translate data into actionable insights that drive operational planning and business outcomes

Requirements

3+ years of experience in SaaS, compliance, regulatory, healthcare, or professional services environments
3+ years of experience working with multi-source data environments (CRM, PSA tools, ERP, accounting systems)
Advanced SQL skills with demonstrated experience running complex queries across large datasets
Expert-level experience in Power BI, including data modeling, dashboard creation, and automation
Strong experience building KPIs, operational dashboards, and performance metrics
Experience working with QuickBooks or comparable financial/accounting platforms
Strong data visualization and storytelling skills
Proven ability to translate business problems into analytical solutions
Strong understanding of: cost modeling, resource utilization, revenue and margin analytics, operational efficiency frameworks
Experience building scalable analytics and reporting systems
Ability to streamline and automate manual workflows
Strong documentation, training, and standardization skills
Exceptional communication skills, with the ability to present insights clearly to executives and cross-functional teams
Comfortable working cross-functionally across Finance, Customer Success, and Operations.
Strong stakeholder management and influence skills.
Microsoft Office suite competency including Excel, Word, and PowerPoint.

Benefits

Health, Dental, Vision Insurance
STD, LTD, Life Insurance
401(k)
PTO and Paid Holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SQLPower BIdata modelingdashboard creationautomated reportingKPI developmentdata visualizationcost modelingresource utilizationreporting systems

Soft Skills

communicationstakeholder managementinfluenceanalytical problem solvingtrainingstandardizationoperational efficiencycross-functional collaborationstorytellingdocumentation