Senior Business Analyst

The Data & Reporting Specialist is responsible for extracting, transforming, validating, and analyzing data from multiple enterprise systems to deliver high-quality reporting and insights. The role supports business decision-making through advanced SQL, Salesforce reporting, dashboarding, and automation, with exposure to system migrations and large-scale data operations.

Key Responsibilities:

• Extract, transform, and load data from multiple client systems to support analytics and reporting needs.
• Develop and execute complex SQL queries to analyze large datasets and relational databases.
• Build, maintain, and enhance dashboards using Hubble and BI tools to provide actionable insights.
• Validate data accuracy, consistency, and completeness across Salesforce and related systems.
• Support Salesforce (SFDC) and Certinia (FinancialForce) reporting and analytics requirements.
• Perform deep-dive analysis into complex data relationships to support business insights and recommendations.
• Assist with system migrations by supporting change management activities and data readiness.
• Design and implement automation using scripting tools to reduce manual data handling and reporting effort.
• Support bulk data updates and integrations using APIs and data tooling.
• Identify gaps in data processes and tools, and proactively recommend improvements.

Required Skills & Qualifications:

• Strong hands-on experience with SQL, including complex query creation and performance optimization.
• Proven experience with Salesforce data reporting and analytics.
• Experience working with Certinia (FinancialForce), particularly in professional services or financial data contexts.
• Expertise in dashboarding and BI tools such as Hubble, Looker, Data Studio, or Tableau.
• Experience handling large-scale datasets and complex relational data models.
• Exposure to automation and scripting tools such as Google Apps Script, Python, or Zapier.
• Familiarity with APIs, Postman, or bulk data update tools.
• Experience supporting GTM operations or professional services delivery environments.