Data Reporting Specialist

Job Description

REQUIREMENTS

• Bachelor’s degree in Business Analytics, Finance, Accounting, Information Systems, Statistics, Mathematics, Business Administration, or a related field preferred.
• Three or more years of experience in data analysis, reporting, business intelligence, operations analysis, or a related role.
• Advanced proficiency in Microsoft Excel.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Excellent organizational and time-management skills.
• High attention to detail and accuracy.
• Ability to manage multiple priorities while meeting deadlines.
• Excellent written and verbal communication skills.
• English proficiency

Preferred Technical Skills

• Microsoft Excel, including advanced formulas, PivotTables, Power Query, dashboards, and reporting automation
• Microsoft Office Suite and Google Workspace
• Power BI or Tableau a plus
• SQL and Microsoft Access a plus
• ERP or operational management systems such as Aspire, Inova, or similar platforms

RESPONSIBILITES

Reporting & Data Management

• Pull, compile, and validate reports from Aspire, Inova, Excel, and other business systems.
• Develop recurring operational, financial, labor, and performance reports for leadership.
• Create standardized reporting processes and maintain reporting documentation.
• Ensure data integrity through routine audits and quality control checks.
• Organize reporting files, templates, and data repositories for consistency and accessibility.

Data Analysis & Business Intelligence

• Analyze operational, financial, labor, production, and customer data to identify trends and opportunities.
• Evaluate business performance against key performance indicators (KPIs).
• Identify organizational strengths, weaknesses, risks, and opportunities through detailed analysis.
• Perform root cause analyses to determine drivers of operational successes and challenges.
• Develop actionable recommendations to improve efficiency, profitability, and performance.

Excel & Reporting Tools

• Design advanced Excel workbooks using PivotTables, Pivot Charts, XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, IF statements, dynamic array formulas, Power Query, conditional formatting, data validation, dashboards, and scorecards.
• Automate repetitive reporting tasks to improve efficiency and reduce manual effort.
• Develop executive-level reporting packages that provide meaningful operational insights.

Dashboard Development

• Build and maintain dashboards that monitor revenue and profitability, labor performance, budget versus actual results, productivity, timekeeping, job costing, customer satisfaction, operational KPIs, and department performance.
• Continuously enhance reporting tools to provide more accurate and actionable information.

Process Improvement

• Identify operational inefficiencies using data analysis.
• Recommend improvements based on measurable business outcomes.
• Measure the effectiveness of implemented process improvements.
• Develop standardized metrics that allow leadership to monitor performance consistently.
• Promote data-driven decision-making throughout the organization.

Communication & Leadership Support

• Present findings through reports, dashboards, charts, graphs, and executive summaries.
• Translate complex data into clear, actionable recommendations for non-technical audiences.
• Collaborate with department managers to identify reporting needs and define meaningful metrics.
• Provide analytical support during leadership meetings and strategic planning sessions.

Are you interested in this position?

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