Data & Reporting Analyst Lead

Posted 2 Days Ago
Hiring Remotely in Salt Lake City, UT, USA
In-Office or Remote
75K-111K Annually
Mid level
Software • Energy
The Role
Lead and improve reporting and automation for Client Services by building and maintaining Tableau and Power BI dashboards, automating reports and reconciliations, expanding data warehouse and API integrations, performing SQL and database analysis, managing QC and governance, and collaborating with software/IT, clients, and vendors to drive reporting improvements.
Summary Generated by Built In

Resource Innovations is seeking a Data & Reporting Analyst Lead to join our growing Client Services team. We are seeking a highly skilled and motivated Data & Reporting Analyst Lead with a strong background in data analysis to join our dynamic team. As a Data & Reporting Analyst Lead you will be responsible for data visualization, dashboard & report delivery, leading automation projects, and driving innovative improvements.

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change.

Duties and Responsibilities

  • Owns and leads improvements for data and automation for Tableau, Salesforce Service Cloud Voice, and other reporting & automation initiatives.
  • Creates and maintains Tableau and Power BI dashboards, recurring and ad hoc reports, and reporting tools for internal and external clients.
  • Incorporates automation and efficiency into reporting solutions to establish processes that guarantee accurate and reliable results.
  • Works directly with Software/IT teams, clients, and vendors to translate complex concepts concisely and integrate diverse data solutions.
  • Supports technical elevation of the Client Services reporting solutions by expanding data warehouse & API connected solutions.
  • Analyzes Client Services business trends and identify improvement initiatives & strategies for reporting/automation.
  • Designs governance standards for quality checks, version control for reports/macros, and automation documentation.
  • Manages the QC process across the reporting team to ensure consistent and thorough evaluation of all reports, invoices, and reconciliations.
  • Performs database queries and business data analysis as needed.
  • Supports reconciliations, macros, reports, and other automation processes as necessary.

Requirements
  • 3+ years of professional experience working as a business or data analyst is required.
  • Demonstrated success with data manipulation and visualization tools (Tableau, Microsoft Power Platform).
  • Create, interpret, and maintain complex SQL queries in Redshift or Tableau.
  • A proven grasp of database and analysis tools such as PostgreSQL and Excel, including demonstrated analytical skills to solve business issues.
  • Advanced Microsoft Excel skills (pivot tables, LookUps, Index/Match, Charts/Graphs, PowerQuery, VBA).
  • The ability to manage projects, influence stakeholders and work closely to determine effective solutions.

Preferred skills, education and experience

  • Bachelor’s degree in an analytical discipline, such as engineering, mathematics, statistics, finance, or computer programming is strongly preferred.
  • 1+ year experience with call center technologies (IVR, call routing, call tracking, WFO) and database technologies
  • Experience working with programming languages such as Python or NodeJS
  • Tableau certification

Benefits

About Resource Innovations

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

Compensation & Benefits

Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position.  The compensation range for the base salary for this position is $75,000-$111,000. In addition to base pay, employees may be eligible for a discretionary annual bonus.  The stated salary represents the expected compensation for this position. Final compensation will be determined based on factors such as the candidate's experience, education and location. 

At Resource Innovations, we believe supporting our people is essential to delivering impact. We offer a comprehensive benefits package designed to promote health, financial security, and work-life balance. This includes three weeks of paid vacation annually, paid holidays, a 401(k) retirement plan with employer match, medical, dental and vision coverage, parental leave, an employee assistance program, commuter benefits, and additional supplemental offerings.

 Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required.

 The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

Skills Required

  • 3+ years of professional experience working as a business or data analyst
  • Demonstrated success with data manipulation and visualization tools (Tableau, Microsoft Power Platform, Power BI)
  • Create, interpret, and maintain complex SQL queries in Redshift or Tableau
  • Proven grasp of database and analysis tools such as PostgreSQL and Excel
  • Advanced Microsoft Excel skills (pivot tables, LookUps, Index/Match, Charts/Graphs, PowerQuery, VBA)
  • Ability to manage projects, influence stakeholders and work closely to determine effective solutions
  • Bachelor's degree in an analytical discipline (engineering, mathematics, statistics, finance, or computer programming)
  • 1+ year experience with call center technologies (IVR, call routing, call tracking, WFO) and database technologies
  • Experience working with programming languages such as Python or Node.js
  • Tableau certification
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The Company
HQ: Half Moon Bay, CA
439 Employees
Year Founded: 2016

What We Do

Resource Innovations is a nimble yet powerful organization offering software-enabled clean energy solutions for utilities as well as commercial, industrial, and residential energy consumers. Our experts design and implement leading-edge solutions to support the rapidly changing industry on the path to the clean energy transition. Resource Innovations, a women-led clean energy solutions company, ranked #10 in the energy category and #328 overall on the 2022 Inc. 5000 List.

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