General Information

Location: Cary, NC, Remote

Organization: WCG

Job Type: Full Time - Regular

Description and Requirements

JOB SUMMARY:

The Business Intelligence Analyst supports the Finance and Commercial teams in enabling data-driven decision-making and optimizing business intelligence capabilities. This cross-functional position is responsible for generating actionable insights, improving reporting processes, and enhancing the organization's business intelligence infrastructure.

The role requires proficiency in NetSuite, Salesforce, and Power BI-including both dashboard design and data modeling-and the ability to manage and interpret large, complex datasets. The analyst will collaborate with stakeholders across finance, sales, and tech solutions to develop scalable solutions that advance business growth and operational efficiency.

ESSENTIAL DUTIES/RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The accountabilities listed below are representative of the knowledge, skills, and/or ability required.

• Conduct deep-dive analyses to uncover drivers of financial performance, customer behavior, and sales trends.
• Communicate analysis of findings, trends, and recommendations to Finance and Commercial stakeholders to influence improved decision-making.
• Partner with Finance and Commercial teams to identify reporting needs, KPIs and performance metrics.
• Design, build, and maintain interactive dashboards and reports in PowerBI to visualize trends, forecasts, and performance insights.
• Develop data models and ETL (Extract, Transform, Load) processes to consolidate information from NetSuite, Salesforce, and other internal systems.
• Ensure data integrity and consistency across systems by identifying discrepancies and driving resolution with relevant stakeholders.
• Support monthly and quarterly business reviews with accurate and timely reporting.
• Collaborate with Tech Solutions and data engineering team to enhance data infrastructure and automate data flows.
• Independently identify business needs and develop data-driven solutions.
• Document business requirements, data definitions, and reporting processes for transparency and scalability.
• Drive continuous improvement in data quality, reporting efficiency, and analytical tools.
• Attendance and punctuality are essential functions of the position.
• Other duties as assigned by supervisor. These may, on occasion, be unrelated to the position described here.

EDUCATION REQUIREMENTS:

• Bachelor's degree in Business, Finance, Data Analytics, Information Systems, or related fields

QUALIFICATIONS/EXPERIENCE:

• Minimum of 5 years of experience in a Business Analyst, BI Analyst, or similar role
• Hands-on experience with NetSuite (financial data and reporting).
• Strong knowledge of Salesforce (CRM reporting, opportunity pipeline, and sales operations data)
• Proficiency in PowerBI, including data modeling (PowerQuery/M, DAX), report creation and performance optimization.
• Ability to interpret large, complex data sets across multiple platforms and convey findings to non-technical stakeholders.
• Solid understanding of financial and sales performance metrics
• Excellent communication and stakeholder management skills
• Exceptional Microsoft Office skills, especially Excel
• Familiarity with SQL and other data transformation tools is preferred.
• Experience integrating NetSuite and Salesforce data into BI tools is preferred.

TRAVEL REQUIREMENTS: 0% - 5%

Physical and Sensory Requirements: The physical and sensory requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be offered to individuals with disabilities to assist in performing the essential functions of the position. Work activities involve light to moderate physical effort (for example, sitting in one place for extended periods of time, standing, walking, bending, lifting lightweight objects, intermittent to sustained periods of keyboarding). Majority of time is spent in a seated position with frequent opportunity to move about at will. Activities require a variety of easy muscle movements. Work activities involve a frequent need to concentrate on a variety of sensory inputs for moderate to lengthy durations at a time requiring diligence and attention to interpret effectively. There will be a need to attend to single or simultaneous tasks where accuracy of details is important. The need for detailed and precise work is high. Tasks, duties, and responsibilities as listed in this job description are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Position Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms.