Reporting Analyst in Richmond, VA at Whitlock

Date Posted: 6/5/2019

Job Snapshot

  • Employee Type:
  • Location:
    Richmond, VA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Whitlock is looking for a high performing Reporting Analyst to join an exciting growing company. The Reporting Analyst will support all reporting needs for our organization.  This includes creating/maintaining reports within our NetSuite ERP system, dashboards and creating offline reporting for all systems.  The Reporting Analyst will work directly with our business owners/users to acquire the specific reporting requirements.  For larger reporting efforts the Reporting Analyst will document the proposed solution, review with the business owners, receive sign-off, and then proceed with building the target solution.  Also, there are multiple tools currently in place and the Reporting Analyst will research and help determine the right tool set going forward for reports, dashboards and business intelligence data.


Key Responsibilities

  • Catalog ERP dashboard items for all teams; meet with each group and determine if existing dashboards are meeting business needs; adjust/create dashboards
  • Review current executive level reporting and determine right platform for the reporting
  • Research and evaluate reporting toolsets and recommend target-state toolsets for all reporting needs
  • Maintenance and daily management of the reporting and reporting applications
  • Work directly with business users to define requirements; write functional requirements based on business needs
  • Provide front line support with regards to all functional aspects of reporting
  • Development and implementation of policies, procedures and guidelines to ensure the quality of reporting
  • Full life cycle methodology support for reporting
  • Provides off-hours support as needed, including participating in the team on-call rotation
  • Participates in preparation, testing, etc. for application releases and upgrades
  • Work with developer, project manager, technical team and IT leadership to implement project and program initiatives for all reporting

Whitlock is a video collaboration company that provides strategy, management, technologies and support to the world’s largest and most innovative businesses. We believe face-to-face collaboration creates stronger relationships and makes way for both business and personal success. What we give to a customer is the ability to connect, work together and share ideas with a reliable video experience. Whatever you’re trying to do, and who ever needs to join in, we’ll help you share it with the world.

Our company promotes and rewards client-focused behavior, entrepreneurial thinking, teamwork, integrity and a passion for success.

Job Requirements

  • 5+ years of experience with relational database, SQL, and data analysis
  • 5+ years of reporting experience with query tools, reporting tools and business intelligence tools such as Power BI
  • General understanding of ERP systems, platforms, and business processes
  • General understanding of common industry standard business practices as related to Accounting (Accounts Receivable, Accounts Payable, General Ledger, Invoicing); Sales Force Management (Opportunity, Proposal, Sales Orders, Forecasting, Territory Management and Quotas); Inventory Management (Purchasing and Fulfillment); and Support (Case Management), Project Management
  • Experience with software in a ‘Software as a Service’ (SaaS) environment
  • Four-year college degree in relevant discipline (MIS, IT business/computer science)
  • Strong analytical and problem solving skills; ability to work creatively in problem solving environment
  • Ability to balance technical skills with business savvy – ability to transform end-user needs into functional and systematic requirements
  • Excellent customer service skills; ability to form relationships both externally and internally
  • Excellent written and verbal communication skills
  • A willingness to learn new systems, technologies and processes in a dynamic and changing environment
  • Outstanding problem solving skills


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