Director of Business Intelligence leading BI dashboard development and analytics team at CWS. Responsible for creating reporting solutions and ensuring data accuracy with stakeholder alignment.
About the role
- Reporting Analyst at AssistRx delivering decision-ready reporting across financial and operational performance to executive leadership. Working in a hybrid environment with a focus on data credibility.
Responsibilities
- Deliver weekly, monthly, and quarterly reporting packages for Executive Leadership, FP&A, and Operations
- Maintain and enhance core KPI dashboards covering revenue, margin, volumes, labor, utilization, churn, and client performance
- Ensure data accuracy and consistency by reconciling results across financial systems, operational platforms, and data warehouses
- Support budgeting, forecasting, and long-range planning by providing clean, auditable reporting inputs
- Translate ambiguous business questions into clear, structured analyses and actionable reporting
- Identify trends, variances, and anomalies, proactively surfacing risks and performance opportunities
- Partner with FP&A and operational leaders to define new metrics and continuously improve insight quality
- Develop scalable data models that support repeatable and self-service analytics
- Reduce manual effort by automating reporting through BI tools, scripting, and improved data pipelines
- Improve data integrity through validation rules, controls, documentation, and metric governance
- Own metric definitions, calculation logic, and data lineage to ensure reporting consistency across the organization
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Analytics, Information Systems, Data Analytics, or related field
- 3–5+ years of experience in reporting, FP&A, business intelligence, or analytics
- Advanced Excel skills (Power Query, Power Pivot, Excel Data Model)
- Strong experience with Power BI, including building data models and dashboards from scratch
- Experience working with large datasets across multiple source systems
- Exceptional attention to detail with a demonstrated ability to reconcile and validate financial and operational data
- Experience in private-equity-backed, high-growth, or services-based organizations
- SQL or other query language experience
- Experience with NetSuite (or similar ERP) reporting
- Involvement in BI or ERP implementations
- Exposure to revenue cycle, healthcare, SaaS, or transaction-based businesses
- FP&A or Finance background with strong understanding of financial statements and profitability drivers
Benefits
- Supportive, progressive, fast-paced environment
- Competitive pay structure
- Matching 401(k) with immediate vesting
- Medical, dental, vision, life, & short-term disability insurance
Job title
Job type
Experience level
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Not specified
Degree requirement
Tech skills
Location requirements
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