Sales Analytics & Data Operations Team Lead
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Job Description
Sales Analytics & Data Operations Team Lead supporting U.S. businesses through financial reporting, reconciliations, and reporting automation. Leading data quality and analytics operations remotely from the Philippines.
Responsibilities:
- Compile and distribute recurring daily, weekly, and monthly reports using pre-built Excel templates and workflows
- Distribute reports via Outlook on documented schedules and confirm successful delivery
- Maintain a reporting calendar and flag delays, source-system outages, or anomalies
- Produce ad-hoc reports using knowledge of BMS’ data model
- Execute Salesforce, Restoration Manager, and Sage Intacct three-way reconciliation processes
- Identify and resolve missing corresponding records, duplicate accounts, and duplicate contacts across systems
- Adapt workflows to frequently changing SOPs and evolving reporting requirements
- Improve the quality and quantity of Sales Analytics’ output
- Identify and resolve gaps in Sales Analytics insight and improve team processes and productivity
- Influence the day-to-day work of the Sales Analytics Data Analyst
Requirements:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- 1–2 years of experience in finance, accounting, financial analysis, or related roles
- Strong verbal, written, and English communication skills
- Ability to work overnight/graveyard shifts in Philippine time or within US operating hours
- Advanced proficiency in Microsoft Excel, including Power Query, Pivot Tables, and complex formulas
- Prior experience in data reconciliation or data matching work
- Experience learning multiple business systems, such as ERP, CRM, or vertical-specific platforms
- Strong working knowledge of Microsoft 365: Outlook, SharePoint, OneDrive, and Teams
- Experience with data management, spreadsheets, or reporting tools
- Understanding of financial reporting, reconciliations, and general accounting principles
- Strong organizational and problem-solving skills with the ability to manage multiple tasks effectively
Benefits:
- Industry-leading salary packages
- Permanent work-from-home setup
- Company equipment provided
- Government Mandated Benefits Employer Share
- Internet stipends upon regularization
- HMO Coverage upon regularization (with an option to enroll as early as Day 1)
- PTO credits and service incentive leaves
- Major spring and winter company live events
- Monthly employee appreciation virtual events
- Company-provided career skills training courses
- A company culture focused on your personal and professional growth
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