- Bachelor's degree in data analytics, business intelligence, marketing, or a related field.
- 4-6 years of experience in data analytics, business intelligence, or a similar role.
- Advanced proficiency in Microsoft Dynamics 365 (D365 CRM) in developing custom views and data extraction, lead tracking, and campaign reporting.
- Strong Power BI skills, including data modeling, visualization, and dashboard creation.
- Highly proficient in Excel (pivot tables, formulas, data visualization, etc.).
- Experience in database querying (SQL) and data transformation tools is a plus.
- Ability to interpret complex data sets and translate them into actionable insights.
- Strong analytical skills, with experience in performance measurement, reporting automation, and data storytelling.
- Excellent written and verbal communication skills, with the ability to present insights to non-technical stakeholders.
- Self-motivated, detail-oriented, and able to manage multiple projects simultaneously.
Role and Responsibilities:
- Excellent written and verbal communication skills, with the ability to present insights to non-technical stakeholders.
- Self-motivated, detail-oriented, and able to manage multiple projects simultaneously.
- Develop, maintain, and optimize Power BI dashboards for marketing and business intelligence reporting.
- Analyze customer and campaign performance data across all sales and marketing activities to identify trends and insights.
- Automate and streamline reporting processes to improve efficiency and reduce manual efforts.
- Track key performance indicators (KPIs) and provide actionable recommendations to improve business and marketing strategies.
- Collaborate with marketing, sales, and analytics teams to integrate data insights into decision-making processes.
- Stay updated with the latest analytics tools, reporting methodologies, and business intelligence best practices.
Nice to have:
- Understanding of sales and marketing automation, attribution models, and campaign tracking.
- Familiarity with Google Analytics, Google Tag Manager, paid media reporting, and SEM tools (SEMrush, Moz, Ahrefs).
- Experience with Wrike or other project management platforms.
- Basic knowledge of HTML, CSS, JavaScript, and tracking implementation is a plus.
- Experience integrating and leveraging AI for automation of analytics and reporting tasks
What the Team is Saying
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What We Do
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
Why Work With Us
At Wipfli, people count.
Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.
