Sr. Analyst, CRM Reporting Transformation

McKesson; Mississauga; Hybrid; CAD 89,000 - 150,000; Full time

Job summary

Join a leading healthcare company as a Senior Analyst supporting the transformation of reporting capabilities within a high-visibility CRM initiative. In this hybrid role, you will engage with cross-functional teams to deliver impactful business reporting across various sectors, ensuring compliance and effectiveness in reporting workflows.

Qualifications

• 5+ years in Business Analysis or Reporting Analysis.
• Strong experience with Power BI, Salesforce, SSRS, and Excel-based reporting.
• Experience supporting CRM-driven reporting rebuilds.

Responsibilities

• Lead stakeholder engagements to clarify reporting requirements.
• Conduct assessment and classification of existing dashboards and reports.
• Translate reporting requirements into business requirement documents.

Skills

Power BI

Tableau

Salesforce

Excel

SSRS

Job description

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Job Summary

As the Senior Analyst, you will support the transformation of reporting capabilities as part of a CRM system replacement initiative. This role is part of the Criterion Reporting Workstream, a high-visibility program focused on migrating and rebuilding all operational, client-facing, and strategic reports impacted by the CRM change.

You will work cross-functionally with client services, data governance, IT, and reporting developers to drive the gathering, documentation, prioritization, and delivery of business reporting needs across multiple business units, including Patient Support Programs (PSP), Specialty Pharmacy, and Clinical Services.

Location: 2300 Meadowvale Blvd, Mississauga, ON

Work Arrangement:This is ahybrid positionrequiring candidates to workon-site at least 2 days per weekat our designated office location. The remaining days may be worked remotely, subject to team and business needs.

Specific Responsibilities

• Lead stakeholder engagements to gather and clarify reporting requirements impacted by the CRM replacement across internal operations and external pharmaceutical clients
• Conduct detailed assessment and classification of existing Power BI dashboards, SSRS reports, and data table feeds, to determine rebuild, redesign, or retirement based on CRM field mapping and reporting value; Work with the analytics lead and program management to sequence reporting rebuilds by business impact and criticality
• Lead stakeholder interviews to determine critical data feed logic and SSRS configuration, and translate those into updated Power BI or tabular feed requirements
• Maintain a comprehensive reporting asset registry, tagging each deliverable by type, business owner, frequency, location and CRM dependency
• Create and prioritize reporting work packages by report type (dashboard, SSRS, feed), urgency, and business/contractual impact
• Collaborate with Data Governance and Data Engineering to ensure data products align with enterprise data definitions and regulatory requirements
• Collaborate with business units to map end-to-end reporting workflows from data entry in the CRM to reporting outputs
• Translate reporting requirements into business requirement documents (BRDs), user stories, and acceptance criteria for developers
• Support creation of data feed specifications in collaboration with IT and commercial data teams
• Design and participate in user acceptance testing (UAT) for newly built dashboards and reports; Coordinate with business owners and client services on report validation and sign-off
• Provide training, documentation, and transition support for end-users as legacy reports are sunset

Minimum Qualifications

• 5+ years in Business Analysis or Reporting Analysis, preferably in enterprise system transformation projects.
• Strong experience with Power BI, Tableau, Snowflake, Salesforce, SSRS, Excel-based reporting environments, and analytics documentation tools.
• Demonstrated experience supporting CRM-driven reporting rebuilds or reporting workstreams during platform replacements or upgrades.

Key Competencies

• Experience supporting or collaborating with external clients, client services teams, or business units with SLA-based reporting.
• Familiarity with pharmaceutical or healthcare service delivery (PSPs, pharmacies, clinics) is an asset.
• Excellent communication, project management and documentation skills; experience managing multiple stakeholders and competing priorities.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, pleaseclick here.

Our Base Pay Range for this position

$89,700 - $149,500

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

Join us at McKesson!