Analyze operational performance across New Charter’s 30+ operating companies, evaluating key business metrics such as capacity utilization, resource allocation, and project efficiency
Develop and maintain advanced Power BI dashboards and analytics models that visualize KPIs, monitor trends, and enable data-driven decision-making across multiple business units
Identify operational trends, risks, and opportunities by synthesizing data from multiple systems (e.g., PSA, ERP, CRM) to support executive and operating company leadership in improving efficiency and profitability
Design and implement standardized reporting frameworks to create consistent, comparable operational insights across the platform
Build benchmarking models to evaluate subsidiary performance against internal standards and best-in-class metrics
Conduct forecasting and scenario modeling to project the impact of staffing, capacity, and service delivery changes on operational performance
Partner with executive leadership and the Operational Success Team to prepare insights, presentations, and data-driven recommendations for business reviews and strategic planning sessions
Collaborate with Finance, HR, and Technology teams to align and automate data sources, improve data integrity, and enhance reporting efficiency
Support integration and onboarding efforts for newly acquired subsidiaries, ensuring their operational metrics and systems align with New Charter’s enterprise reporting standards
Develop and document data governance best practices, ensuring consistent data definitions, quality controls, and transparency across the organization
Lead ad-hoc analysis to investigate operational anomalies, assess process improvement initiatives, and support strategic decision-making by senior leadership
Continuously refine KPIs and reporting methodologies to adapt to evolving business goals and operational priorities
Requirements
Bachelor’s degree in Business Analytics, Operations Management, Finance, Economics, or a related field
3–5 years of experience in an operations, business intelligence, or analytics-focused role; ideally in a multi-entity or shared services environment
Proven experience analyzing business operations and efficiency metrics such as capacity, utilization, and service gross margin (SGM)
Demonstrated ability to translate complex data into clear, actionable insights for business stakeholders
Advanced skills in Power BI, including DAX, data modeling, report automation, and dashboard design
Strong working knowledge of Excel (Power Query, PivotTables, advanced formulas)
Experience with SQL and data visualization best practices
Familiarity with ERP, PSA, and CRM platforms such as ConnectWise, NetSuite, or Adaptive
Understanding of data integration, ETL processes, and data quality management
Experience developing standardized KPI frameworks and performance scorecards across multiple business units
Background in financial or operational modeling, variance analysis, and business forecasting
Knowledge of MSP or technology services industry metrics, including project profitability, resource capacity, and client utilization
Strong presentation development skills, particularly for executive-level reporting
Benefits
Growth and learning initiatives
Employee benefits
Company innovation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Power BIDAXdata modelingreport automationdashboard designExcelSQLdata integrationETL processesfinancial modeling