Senior Data and Reporting Analyst, AssetWatch

• Bachelor's degree in data Analytics, Statistics, Business, Finance, or related field
• 5+ years of progressive experience in analytics, business intelligence, or data reporting—ideally in SaaS, industrial technology, or related environments
• Advanced proficiency in SQL, Excel, Salesforce.com, Netsuite, and data visualization tools (Quicksight, Power BI, Tableau, or equivalent)
• Strong experience analyzing and reporting on both operational and financial metrics
• Demonstrated ability to lead complex analyses and translate data into clear strategic recommendations
• Excellent stakeholder management skills, with experience partnering across business, finance, and technology teams
• Proven track record of automating and improving analytics and reporting processes

Desirable

• The Senior Data and Reporting Analyst is a strategic, cross-functional analytics leader. This individual will own the design, development, and governance of reporting, dashboards, and data insights that guide executive decision-making
• They will serve as a key advisor to leadership—analyzing customer, financial, and operational data to uncover trends, optimize strategies, and ensure the department’s actions align with overall business goals
• This role is ideal for someone who combines technical analytics expertise with strategic business acumen and thrives on improving data-driven decision-making across the organization
• Lead the design, development, and automation of dashboards and reporting tools to track customer health, retention, adoption, satisfaction, and operational performance
• Own and manage periodic reporting of all key performance indicators (KPIs) and financial metrics, providing clear, actionable insights to management on business performance and strategic direction
• Analyze and interpret complex operational data, including revenue, expenses, and profitability, to identify trends, risks, and opportunities for growth or optimization
• Evaluate the effectiveness of financial and operational strategies and recommend data-driven improvements
• Develop advanced analytical models and forecasts to predict churn, expansion, and customer lifetime value (CLV)
• Collaborate with IT/IS and data engineering teams to enhance data management systems, optimize infrastructure, and ensure data integrity, accuracy, and accessibility
• Champion best practices for data governance, reporting automation, and visualization standards
• Act as a strategic liaison between Customers For Life, Finance, and GTM teams to align data insights with organizational objectives
• Present findings and recommendations to executive leadership with clarity, precision, and business impact
• You’ll be a strategic data leader shaping the direction of the organization
• You’ll blend financial, operational, and customer analytics to drive a measurable impact on growth and retention
• You’ll have the autonomy to improve reporting infrastructure, data integrity, and performance visibility across the business
• You’ll collaborate with passionate, mission-driven teams who value data-driven excellence