Lead Reporting & Forecasting Analyst

Lead Reporting & Forecasting Analyst, Revenue Operations & Management

Primary Objective:
Provide business and financial analytics and data insights that support the Thomson Reuters Sales organization in driving our revenue objectives. As the Lead Reporting and Forecasting Analyst, you will deliver reporting and analytics that enhance the day-to-day activities of the TR Sales organization, and you will own key responsibilities across business partnering, sales data, decision support, financial modeling, forecasting, and business analysis.

You will collaborate and partner across teams to drive results, curate and validate final sales results, and provide reporting leadership across major customer segments and functions.

You will apply AI tools such as Claude and Copilot to accelerate analysis, streamline reporting, and surface insight faster.

In this opportunity as a Lead Reporting & Forecasting Analyst, you will:

Serve as an ambassador for sales results and forecasting, driving a collaborative relationship with Revenue Operations to help deliver on our revenue goals.

Develop domain expertise in Sales data to support forecasting and sales performance processes.

Partner with the Business Systems team and use Alteryx, Tableau and Power BI to aggregate and synthesize disparate data sets and build reliable data lakes supporting Revenue Operations and the TR Sales Organization.

Partner with the Systems Finance team to enhance and streamline source-system data.

Use internal data (Territories, Quota, Sales) to provide best-in-class reporting to sales teams.

Provide product-level analytics and reporting, tracking product performance, adoption and revenue trends across the portfolio to support product and commercial teams.

Create executive-level reporting that is digestible, to the point and visually appealing.

Develop and support enhanced monthly reporting, KPIs and insights as defined by business needs.

Define, build and maintain KPI dashboards and scorecards that track sales performance against targets and surface leading indicators for leadership.

Partner with stakeholders to operationalize sales performance and forecasting processes.

Build strong relationships with Revenue Operations, DSIG Finance, Systems Finance, and Sales teams to drive collaboration and results.

Analyze data and metrics to tell a story that drives sales insights and action and communicate results to key segment leadership.

Conduct deep dives to identify trends, risks, and areas for improvement; lead significant projects and drive process improvement.

Prepare and validate actuals restatements to keep historical sales.

Support pipeline target setting processes by providing validated segment data to the Manager and Sales leadership.

Use AI tools such as Claude and Copilot to accelerate report production, synthesize data across sources, and draft narrative insights for leadership.

Lead, supervise, and manage indirect reports, and perform ad-hoc reporting and analysis as necessary.

You’re a fit for the role of Lead Reporting & Forecasting Analyst if your background includes:

4-year college degree in Finance or Accounting required.

5+ years of experience in a Finance role.

Experience supporting a high‑performing sales organization.

Experience evaluating customer data and trends to identify opportunities.

Proactive and organized, with the ability to multitask and manage competing priorities in a dynamic environment.

Superior diagnostic, problem‑solving, and communication skills.

Proven ability to build relationships with and influence at all levels of the organization.

Strong experience with data, CRM data and sales information.

Strong Excel and PowerPoint skills; advanced Alteryx, Tableau, Power BI and SAP preferred.

Self‑starter able to work autonomously and influence leaders within a complex, matrix organization.

Cross‑functional project management across complex work streams, stakeholders and deliverables.

Familiarity with accounting and financial reporting; flexible with working hours to support business demands.

Demonstrate adoption of the TR Mindsets and Behaviors.

Practical experience using AI tools such as Copilot…