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.

• 3+ years of professional experience working as a business or data analyst is required.
• Demonstrated success with data manipulation and visualization tools (Tableau, Microsoft Power Platform).
• Create, interpret, and maintain complex SQL queries in Redshift or Tableau.
• A proven grasp of database and analysis tools such as PostgreSQL and Excel, including demonstrated analytical skills to solve business issues.
• Advanced Microsoft Excel skills (pivot tables, Look Ups, Index/Match, Charts/Graphs, Power Query, VBA).
• The ability to manage projects, influence stakeholders and work closely to determine effective solutions.

Preferred skills, education and experience

• Bachelor’s degree in an analytical discipline, such as engineering, mathematics, statistics, finance, or computer programming is strongly preferred.
• 1+ year experience with call center technologies (IVR, call routing, call tracking, WFO) and database technologies
• Experience working with programming languages such as Python or NodeJS
• Tableau certification

About Resource Innovations

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.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

Compensation & Benefits

Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position.
The compensation range for…