Milestone Systems, Inc. is looking for a highly skilled Lead Business Analyst to work in our US Headquarters located in beautiful Lake Oswego, Oregon. We are looking for someone who loves the technology field, is numbers savvy, easily adapts to and learns new systems, and enjoys working with a diverse team. This position will report to the Financial Controller in the Americas region and work closely with the Director of Business Operations, Directors of Sales (US, Canada, and LATAM), Lead Business Analyst in the region, as well as global teams including Global Sales Operations, Center of Excellence and other teams in Denmark.
The Lead Business Analyst will serve as an integral position within the Americas Finance Department. This position requires a high degree of proficiency with management reporting, analyzing data, understanding Milestone’s data structure, and working with leadership stakeholders to facilitate data-driven decision-making.
About You :
Are you passionate about data? Have you been the go-to person of the finance team for all their Power BI needs? Do you know why certain databases talk to each other while others do not? Do people reach out to you when there’s data discrepancy between different systems? Are you driven to create efficient solutions that do away with manual refreshes and redundancies? Do you take pride in creating seamless enterprise-level reporting?
Responsibilities:
The focus of this role would be the delivery of management reporting to regional leadership that combines KPIs and data visualization to highlight insights into revenue performance. By partnering with stakeholders from sales management, Global Center of Excellence (COE), and Global Sales Operations (GSO), this analyst will find new ways to measure success in a rapidly changing sales environment. Proficiency in Power BI, Salesforce, Microsoft Excel, and PowerPoint will be crucial for success. Responsibilities of this role include:
- Generate monthly and ad-hoc management reporting, including written commentary, analysis, and insights.
- Translate management reporting insights into real-time Power BI reports via direct development and/or collaboration with development resources.
- Continuous stakeholder management to stay in touch with the sales organization and ensure reporting deliverables remain relevant in a fast-paced environment.
- Be the bridge between the business and data teams by documenting business requirements, testing global development, and working to ensure end-user reporting needs are met with scalable solutions.
- Ad-hoc data mining and analysis of multiple disparate systems through use of tools such as SQL, Excel, reporting platforms, and BI tools.
- Drive continuous improvement through the strengthening of tools, skills, infrastructure, and process improvements required to achieve business objectives.
- Interface across the organization to answer challenging analytical questions related to the business data definitions in your domain.
Professional Qualifications:
- Minimum 5 years of relevant work experience in data analysis and visualization.
- Bachelor’s Degree in a quantitative field or equivalent work experience required.
- Advanced skills in Power BI, Microsoft Excel, and PowerPoint.
- Experience documenting business requirements for development teams to ensure features are deployed correctly, and met on time, as committed.
- Comfortable with large datasets, data transformations, and data modelling in Power BI. Advanced DAX skills preferred. Skills in SQL are a plus.
- Experience analyzing software sales data. Prior experience with Salesforce data is a plus.
- Experience leading complex strategic and operational initiatives.
- Experience collaborating with remote teams, external vendors, or consultants on requirements for cross-functional projects as well as post-production support.
- Skilled in report design. Experience creating user-friendly reports using Power BI is a must.
- Experience and interest in Power Automate, Power Apps, and/or Robotics are a plus.
- MBA preferred but not required.
Why Milestone?
Ranked on the 100 Best Companies to Work for in Oregon , Milestone offers not only great benefits but also great culture. Employees here have flexible work environments, opportunities for further education, and the ability to effect change in our Organization directly.
The annual on-target earnings for this position range from $100,307 to $161,868 with most candidates falling in the $122,972 to $141,001 range. Pay is based on the level, location, complexity, responsibility, and job duties of the specific position and is just one component of Milestone’s total compensation package. Additionally, we offer an attractive benefits package that includes medical/dental benefits, FSA or HSA, 401k with 6% Safe Harbor employer match, paid parental leave, generous PTO (20 days' vacation, 10 days paid sick time, and 12 company holidays), fully paid Short Term disability policy, fully paid Long Term disability policy, and Life Insurance. If you are selected for an interview, please feel welcome to speak to our Talent Partner about our compensation philosophy.
Milestone is committed to creating a diverse and inclusive workplace. We are proud to be an equal-opportunity employer.
Contact and application:
If you have any questions, you are very welcome to contact Cindy Phillips, Talent Acquisition Partner at
We are looking forward to receiving your application.
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