Data & Reporting Analyst Lead

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.