- Location
- England, Leatherhead
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Sales
- Source
- Freshteam
Description
Job Title | Dept | Location | Reports to |
Commercial Reporting Analyst | Finance (Commercial) | Head Office / Hybrid | Commercial Reporting & Process Manager |
The Commercial Reporting Analyst supports IBA’s commercial teams by delivering accurate reporting, data-driven insight and analytical support. The role works closely with Sales, Product, Client Success, Finance and Leadership, to help improve commercial performance and support informed decision-making. The role provides an excellent opportunity to develop expertise in sales analytics, business intelligence, forecasting, data quality and process improvement. Key areas include: • Producing regular sales and commercial performance reporting • Analysing pipeline data, trends, risks and opportunities • Developing dashboards and visualisations for business decision-making • Improving reporting efficiency, data quality and accessibility |
Accountabilities and Responsibilities |
• Produce and maintain weekly, monthly and quarterly sales performance reports • Analyse sales pipeline data and provide insights into trends, risks and opportunities • Monitor commercial KPIs including revenue, pipeline value, conversion rates, win/loss performance, product performance and customer retention • Support sales forecasting activities and performance reviews • Gather, validate and analyse data from multiple business systems • Develop dashboards and visualisations to support business decision-making • Identify trends, anomalies and opportunities within datasets • Assist in automating reporting processes and improving data accessibility • Maintain high standards of data accuracy and consistency, investigating and resolving discrepancies • Support CRM and reporting system maintenance, data cleansing and enrichment activities • Identify opportunities to improve reporting efficiency and data management • Document commercial reporting procedures and methodologies • Support ad hoc analytical requests from senior stakeholders |
Skills and Experience Required |
The Person • [Desired] A degree in Business Analytics, Data Analytics, Mathematics, Statistics, Economics, Business Management, Finance or a related discipline, or equivalent practical experience • Strong analytical and problem-solving abilities with excellent attention to detail • Strong numerical skills and the ability to interpret commercial data • Ability to communicate findings clearly to non-technical stakeholders • Strong organisational and time-management skills, with the ability to prioritise multiple tasks • Curious, commercially minded and eager to learn • Proactive, solutions-focused and comfortable working independently and as part of a team • Experience working with sales or commercial datasets is desirable • Knowledge of pipeline management, forecasting, revenue reporting and KPI tracking is desirable Skills • Strong Microsoft Excel skills, including PivotTables, XLOOKUP or INDEX/MATCH, SUMIFS, data validation, charts and visualisations • Experience or exposure to Power BI or Tableau. • Experience or exposure to CRM systems such as Salesforce, HubSpot, Microsoft Dynamics or similar • Familiarity with business intelligence and data visualisation concepts • Commercial awareness and strong written and verbal communication skills |