Operations Analyst Portfolio Insights & Reporting - Senior Associate

Job Description In this role as an Operations Analyst at PwC, you will be responsible for supporting data-driven decision-making across Tier 2 and 3 alliances. Your key focus will be on ensuring CRM data accuracy, maintaining standardized dashboards, and providing actionable insights to enhance alliance performance and alignment with program objectives. Key Responsibilities/Activities Would Include: - **CRM Data Governance & Tagging Accuracy:** - Monitor and validate alliance tagging accuracy in Salesforce as per guidance provided by the Alliance Program Office. - Initiate corrective actions based on feedback received from APO. - Identify and resolve data quality issues through running exception reports, applying validation rules, and reconciling discrepancies. - **Reporting & Dashboard Delivery:** - Develop and deliver recurring reporting packages, including monthly/quarterly alliance performance summaries. - Utilize Power BI and Excel for visualizing KPIs and offering trend insights to alliance leaders. - Incorporate stakeholder feedback into templates and dashboards to enhance usability and leadership alignment. - **Alliance KPI Data Collection & Reporting:** - Extract and compile key performance data (pipeline, wins, spend) from systems like Salesforce CRM Analytics and Power BI dashboards. - Support the creation of visualizations and performance summaries for recurring reports and leadership reviews. - Update Excel-based templates to reflect the latest performance periods and prior-year comparisons. - **Dashboard Development & Maintenance:** - Maintain and evolve Power BI dashboards reflecting alliance performance and metrics. - Perform QA checks to ensure accuracy and consistency with business rules and reporting logic. - Support dashboard publication on internal platforms and coordinate stakeholder communications. - **Data Consolidation & Standardization:** - Aggregate performance data from Excel files, Salesforce, and CRM Analytics Dashboards. - Run comparative and year-to-date analyses to support alliance health tracking and preparation for Quarterly Business Reviews (QBR). In terms of qualifications, the job requirements are as follows: **Experience:** 4-9 years in reporting, analytics, or business operations, preferably in a global or consulting environment. **Education and Qualifications:** Bachelor's degree **Language:** English (Oral & Written) **Tools Proficiency:** - Excel - Power BI - Salesforce - CRM Analytics Dashboard (Alteryx knowledge is a plus) **Soft Skills:** - **Detail-Oriented:** Maintains high standards of accuracy in work, particularly when handling data and reporting. - **Analytical Thinking:** Capable of interpreting information, identifying trends, and drawing meaningful conclusions. - **Team Collaboration:** Works effectively with others across functions and regions to achieve shared goals. - **Effective Communication:** Clearly conveys information and insights to a variety of stakeholders. In this role as an Operations Analyst at PwC, you will be responsible for supporting data-driven decision-making across Tier 2 and 3 alliances. Your key focus will be on ensuring CRM data accuracy, maintaining standardized dashboards, and providing actionable insights to enhance alliance performance and alignment with program objectives. Key Responsibilities/Activities Would Include: - **CRM Data Governance & Tagging Accuracy:** - Monitor and validate alliance tagging accuracy in Salesforce as per guidance provided by the Alliance Program Office. - Initiate corrective actions based on feedback received from APO. - Identify and resolve data quality issues through running exception reports, applying validation rules, and reconciling discrepancies. - **Reporting & Dashboard Delivery:** - Develop and deliver recurring reporting packages, including monthly/quarterly alliance performance summaries. - Utilize Power BI and Excel for visualizing KPIs and offering trend insights to alliance leaders. - Incorporate stakeholder feedback into templates and dashboards to enhance usability and leadership alignment. - **Alliance KPI Data Collection & Reporting:** - Extract and compile key performance data (pipeline, wins, spend) from systems like Salesforce CRM Analytics and Power BI dashboards. - Support the creation of visualizations and performance summaries for recurring reports and leadership reviews. - Update Excel-based templates to reflect the latest performance periods and prior-year comparisons. - **Dashboard Development & Maintenance:** - Maintain and evolve Power BI dashboards reflecting alliance performance and metrics. - Perform QA checks to ensure accuracy and consistency with business rules and reporting logic. - Support dashboard publication on internal platforms and coordinate stakeholder communications. - **Data Consolidation & Standardization:** - Aggregate performance data from Excel files, Salesforce, and CRM Ana