Lead Data Analyst

Reports To: CEO

Location: Onsite (Anaheim, CA)

Overview

The Lead Data Analyst role serves multiple functions as a domain expert of data extraction, database creation and manipulation, analysis, visualization, and presentation, primarily in support of identifying opportunities and establishing priorities for increased manufacturing throughput, sales data visibility and business systems integration for the Precision Advanced Manufacturing business.

This critical position owns all Sales and Operations related reporting and KPIs, providing these to the CEO, Vice President of Sales, Operations leaders and Controller as needed to empower strategic decision-making, identification of trends and goal achievement, to facilitate development of plans and budgets, and reporting of results to the Precision Advance Manufacturing Executive leadership team.

Additional projects utilizing the core skillsets of this position may periodically be required, including but not limited to: development of data management and reporting tools that facilitate operational and manufacturing efficiency or execution, and implementation of process flow methodologies that leverage available AI LLM resources.

Key Accountabilities

• Sales Data Extraction, Analysis and Reporting : Works with Sales and Customer Support resources in conjunction with the PAM ERP system (JobBoss2) to develop tools and interfaces that seamlessly support extraction and presentation of sales and customer related metrics, including but not limited to: Bookings, revenue, margins, delivery time (book to bill), by cohorts of dollar value, profit percentage, geography, channel, end customer, and sales frequency by product type.
• ERP Data Migration (JB -> JB2 ): Manages the tasks involved in changing the Austin, Texas site from JobBoss to JobBoss2. Including, but not limited to, data migration, data integrity and ensuring identical reporting schemas between sites.
• CRM (Salesforce) : Supports the outside Sales team with administration of our Salesforce CRM system, including but not limited to data hygiene, customization of reports, views, dashboards and workflows to improve visibility and efficiency, and development of monthly, quarterly and annual reports around the new logo Pipelines, metrics and results.
• Visualization: Uses appropriate commercially available tools to create visual representation of data and trends suitable for simple interpretation by stakeholders both internal and external as needed.

Qualifications

• Bachelor’s degree in a technical field, including but not limited to: Computer Science, Database Management, Mathematics, Data Analytics or other closely related areas
• 3+ years of professional experience in market research and structured data synthesis, analytics and modeling
• Advanced working knowledge of the Microsoft suite of products (Excel, PPT, Word)
• Experience with SQL as well as BI tools such as Power BI, Tableau or equivalent
• Experience extracting/analyzing CRM data; Salesforce experience preferred
• Knowledge of Python for data manipulation, or data warehousing tools such as Snowflake or Redshift, a plus

Additional Skills and Attributes

• Strong verbal and written communication, presentation, and interpersonal skills.
• Ability to work collaboratively or independently; demonstrable bias for organization and time management with proven capacity for completing work on schedule
• Capable of working on several projects simultaneously, demonstrating flexibility in accommodating shifts in prioritization as needed
• Ability to work in a stationary position 70% of the time, consistently operating a computer and office productivity equipment; occasionally moves around an office environment; ability to communicate and accurately exchange information both visually and audibly