We're seeking a Senior Data Analyst with experience in Power BI and Deltek Vantagepoint from the AEC industry. The ideal candidate will be based in California and open to creating reports, extracting data from vantagepoint, and developing BDM related graphics for business intelligence reporting strategy. - Key responsibilities are to provide ad hoc financial and operational reporting to support leadership, BD strategy, and business decisions.
ResponsibilitiesBusiness Performance Reporting & Analytics (30%)- Prepare and distribute weekly backlog, NNWA, client management, pursuit/proposal management, pipeline and others reports and dashboards
- Create and implement a comprehensive program to produce and utilize Power BI dashboards throughout our BD/MarComs program
- Provide revenue, bookings, pipeline, and business performance by year, client, division, region, and other key metrics as needed
- Develop and maintain key client and division-level performance reports, including revenue, NNWA, and core client identification based on historical revenue.
- Provide ad hoc financial and operational reporting to support leadership, BD strategy, and business decisions.
- Develop customized reports, queries, and data analyses to address emerging business needs.
Vantagepoint CRM Data Management & Business Intelligence (30%)- CRM system optimization, data integrity and intelligence, and reporting infrastructure
- Manage and maintain BDM-related Vantagepoint data, processes, and reporting functionality.
- Design and implement an AI-enabled competitor and opportunity tracking intelligence program
- Coordinate with BD Vice Presidents and other stakeholders to collect, organize, and maintain strategic business information within Vantagepoint rather than separate spreadsheets.
- Review and validate master service agreement (MSA), on-call, and related project records to support the MSA Hub.
- Maintain and update BD-related strategic information, reporting criteria, and dashboard functionality.
BD Processes, Procedures & Operational Support (20%)- Process management, troubleshooting, and continuous improvement
- Oversee and support implementation of the BD/MarComs program processes (i.e., G/NG), including approval workflows, project stages, and system notifications.
- Provide guidance on new client setup, project setup, lead tracking, RFP processes, and other BD workflows.
- Develop, review, and refine standard operating procedures (SOPs), documentation, and process guidance within Vantagepoint and BKF Connect.
- Address questions related to legacy systems, historical proposals, acquired-company records, and project information.
- Identify opportunities to streamline processes, improve data quality, and establish consistent practices across divisions.
- Provide ongoing operational support to project assistants, marketing/BD staff, technical teams, and leadership.
Cross-Functional Coordination, Training & Internal Support (20%)- Collaboration, communication, and organizational problem-solving
- Provide training and ongoing guidance to staff on VP system functionality, data requirements, reporting, and established procedures.
- Scheduled CRM, PtW, and other Training as needed
- Support strategic BD initiatives and cross-functional projects requiring operational coordination, reporting, or process development.
Requirements- 8+ years of Data Analysis experience, 5+ years specifically in the AEC (Architecture Engineering Construction) industry.
- 3+ years of Deltek - Vantagepoint experience as a stronger user
- 3-5 years of Power BI experience in data extraction, creating high level reports, and graphics
- Bachelor's degree in accounting or related field or a combination of education and experience
Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 20 pounds with accommodations.
Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment. Travel to other BKF locations and client sites may be required.
Benefits- The typical base salary range for this position is $105,000.00 - $141,000.00, annualized depending upon skills, experience, education, and geographical location. This is a salary position paid biweekly.
- Competitive salaries, profit sharing, and 401k.
- Generous paid time off packages.
- 9 Paid Holidays.
- Flexible schedules.
- Education reimbursement paid annual dues for professional and societal organizations.
- BKF offers competitive and award-winning benefits and perks. To learn more click here.
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