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Company | BALANCE |
Address | San Antonio, TX, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-01 |
Posted at | 10 months ago |
Summary
- Develop or refine the processes used by different teams within the company to ensure that they're working efficiently and producing high-quality results.
- Analyzing data to identify patterns or trends that could indicate problems within the business
- Oversee reporting to funders and stakeholders Create, run, and distribute periodic reports
- Document structures and types of business data
- Writing reports and presentations that present data and findings in a clear and concise manner
- Aggregate, clean, and structure data from various sources
- Updating or adding custom fields and automation within Salesforce as necessary
- Developing reports that monitor key business metrics such as customer satisfaction levels
- Advocating for business intelligence solutions that will help the organization meet its goals
- Use various tools to perform Ad Hoc analysis
- Improving our Salesforce dashboard and reports
- Managing the Salesforce Portal for any backend issues
- Working with senior management to develop goals, objectives, and strategies for improving business performance
- Take ownership of data quality to ensure validity and reliability of reporting
- Engage with internal stakeholders/head of departments to ensure reporting needs are met
- Fixing connectivity issues between apps/programs and Salesforce, as they arise
- Knowledge of relation databases
- Salesforce Admin, SQL Server, Excel + VBA, Power BI experience needed
- Expert Excel skills, with a strong understanding of pivot tables, functions, and filters
- Communication: Data Analyst will communicate with a variety of individuals and groups, including other managers, employees, and other stakeholders. Effective communication is crucial to the success of a business intelligence team, as it allows the team to work together to develop strategies and solutions. It also allows the Data Analyst to provide feedback and guidance to the team.
- Data Analysis: Use data analysis skills to review and interpret data from a variety of sources, including large data sets, to identify useful information for our organization. Also use data analysis to identify areas where our organization can improve and make data-driven decisions.
- Project management: Responsible for overseeing the implementation of a business intelligence project. This can include tasks such as creating a project plan, assigning tasks to team members, monitoring the project's progress, and evaluating its success.
- Problem-solving: This role will work with other managers and executives to identify business challenges and develop solutions.
- Critical thinking: Critical thinking is the ability to analyze a situation and determine the best course of action. This role will use critical thinking skills to make decisions about the data they collect, the methods they use to collect it and the ways they present the data.
- Project Management experience
- 2 years of hands-on experience with Salesforce
- Bachelor's degree computer science or mathematics
- Knowledge of advanced statistical methods
- 2 years of experience in reporting
- 2 to 5 years of experience in a data analyst or similar role
- 2 to 5 years of experience in programming and SQL
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