Role Overview: As a Lead Data & Insights Analyst atCornerstone, you will play a pivotal role in transforming data into actionableinsights that drive strategic decisions and business growth. This position combines technical expertisewith a deep understanding of data analytics and the ability to extra meaningfulinsights from complex datasets. You willwork closely with cross-functional teams to undercover trends, informstrategies, and ensure alignment with company goals.
In This Role You Will:
- Compile and organize data with Services Leadership Team to support critical business decisions through custom reporting and dashboard creation using Tableau or other Tools
- Coordinate and prioritize Services' team reporting requirements and requests related to Oracle, Kantata and SFDC, and build and test the reports and dashboards using Tableau.
- Identify anomalies in system data, analyze, and report.
- Participate in integration projects and data clean-up efforts cross-functionally with other teams and IT. Suggest appropriate methodologies based on knowledge of system data setups.
- Map data from / to various systems and maintain linkages between systems (i.e., sales order records between SFDC, Oracle, Kantata, etc.).
- Create presentations with data metrics to Leadership in a clear and concise manner.
- Prepare data reconciliations, cleaning, and maintenance between systems and assist in troubleshooting.
- Assist business teams in performing system testing and audits.
- Identify key metrics and KPIs to track and evaluate effectiveness of Cornerstone's initiatives.
- Assist in special projects as needed.
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You've Got What It Takes If You Have:
- Accounting, Finance, IT, or other business degree.
- 5+ years of relevant data analytics and reporting experience.
- Experience in reporting and data analytics tools such as SFDC, PowerBI, and Tableau.
- Advanced skills in MS Excel and PowerPoint.
- Experience using qualitative and quantitative data to drive business decisions.
- Excellent communication and presentation skills, with the ability to convey technical concepts to non-technical stakeholders.
- Strong analytical skills with the ability to interpret complex datasets and extra actionable insights.
- Demonstrated ability to lead/manage multiple projects simultaneously.
- Consideration for privacy and security obligations.
Extra Dose of Awesome If You Have:
- Experience in the technology and/or software industry.
- Tableau Desktop Certification
- Tableau Public Profile
- Experience with ERP (Enterprise Resource Planning) systems implementations such as Salesforce.
- General accounting experience.