Lead Reporting & Forecasting Analyst
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Benefits offered by this job
Job summary
Thomson Reuters is seeking a Lead Reporting & Forecasting Analyst to drive analytics and insights for the Sales organization. You will partner with Revenue Operations to deliver forecasting, reporting, and data-driven recommendations.
You will use Alteryx, Tableau, Power BI and SAP to consolidate data and create executive-level reports that inform strategic decisions. The role emphasizes collaboration, advanced analytics, and AI-assisted efficiency across multiple teams in a hybrid work
Qualifications
- 4-year college degree in Finance or Accounting required.
- 5+ years of experience in a Finance role.
- Experience supporting a high-performing sales organization.
- Experience evaluating customer data and trends to identify opportunities.
Responsibilities
- Serve as an ambassador for sales results and forecasting, driving collaboration with Revenue Operations.
- Develop domain expertise in Sales data to support forecasting and sales performance processes.
- Build and maintain KPI dashboards and scorecards tracking sales performance against targets.
- Partner with Business Systems, DSIG Finance, and Systems Finance to enhance data and reporting.
- Create executive-level reporting that is digestible, visually appealing, and actionable.
Skills
Education
Tools
Job description
Primary Objective: Provide business and financial analytics and data insights that support the Thomson Reuters Sales organization in driving our revenue objectives. As the Lead Reporting and Forecasting Analyst, you will deliver reporting and analytics that enhance the day-to-day activities of the TR Sales organization, and you will own key responsibilities across business partnering, sales data, decision support, financial modeling, forecasting, and business analysis. You will collaborate and partner across teams to drive results, curate and validate final sales results, and provide reporting leadership across major customer segments and functions. You will apply AI tools such as Claude and Copilot to accelerate analysis, streamline reporting, and surface insight faster.
In this opportunity as a Lead Reporting & Forecasting Analyst, you will:
- Serve as an ambassador for sales results and forecasting, driving a collaborative relationship with Revenue Operations to help deliver on our revenue goals.
- Develop domain expertise in Sales data to support forecasting and sales performance processes.
- Partner with the Business Systems team and use Alteryx, Tableau and Power BI to aggregate and synthesize disparate data sets and build reliable data lakes supporting Revenue Operations and the TR Sales Organization.
- Partner with the Systems Finance team to enhance and streamline source-system data.
- Use internal data (Territories, Quota, Sales) to provide best-in-class reporting to sales teams.
- Provide product-level analytics and reporting, tracking product performance, adoption and revenue trends across the portfolio to support product and commercial teams.
- Create executive-level reporting that is digestible, to the point and visually appealing.
- Develop and support enhanced monthly reporting, KPIs and insights as defined by business needs.
- Define, build and maintain KPI dashboards and scorecards that track sales performance against targets and surface leading indicators for leadership.
- Partner with stakeholders to operationalize sales performance and forecasting processes.
- Build strong relationships with Revenue Operations, DSIG Finance, Systems Finance, and Sales teams to drive collaboration and results.
- Analyze data and metrics to tell a story that drives sales insights and action and communicate results to key segment leadership.
- Conduct deep dives to identify trends, risks, and areas for improvement; lead significant projects and drive process improvement.
- Prepare and validate actuals restatements to keep historical sales.
- Support pipeline target setting processes by providing validated segment data to the Manager and Sales leadership.
- Use AI tools such as Claude and Copilot to accelerate report production, synthesize data across sources, and draft narrative insights for leadership.
You're a fit for the role of Lead Reporting & Forecasting Analyst if your background includes:
- 4-year college degree in Finance or Accounting required.
- 5+ years of experience in a Finance role.
- Experience supporting a high-performing sales organization.
- Experience evaluating customer data and trends to identify opportunities.
- Proactive and organized, with the ability to multitask and manage competing priorities in a dynamic environment.
- Superior diagnostic, problem-solving, and communication skills.
- Proven ability to build relationships with and influence at all levels of the organization.
- Strong experience with data, CRM data and sales information.
- Strong Excel and PowerPoint skills; advanced Alteryx, Tableau, Power BI and SAP preferred.
- Self-starter able to work autonomously and influence leaders within a complex, matrix organization.
- Cross-functional project management across complex workstreams, stakeholders and deliverables.
- Familiarity with accounting and financial reporting; flexible with working hours to support business demands.
- Demonstrate adoption of the TR Mindsets and Behaviors.
- Practical experience using AI tools such as Copilot or Claude to automate reporting or analysis, not just familiarity with them.
We've adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected.
Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
- flexible vacation
- two company-wide Mental Health Days off
- access to the Headspace app
- retirement savings
- tuition reimbursement
- employee incentive programs
- resources for mental, physical, and financial wellbeing
- market competitive health
- market competitive dental
- market competitive vision
- market competitive disability
- market competitive life insurance
- competitive 401k plan with company match
- market leading work life benefits
- competitive vacation
- sick and safe paid time off
- paid holidays (including two company mental health days off)
- parental leave
- sabbatical leave
- optional hospital
- optional accident and sickness insurance paid 100% by the employee
- optional life and AD&D insurance paid 100% by the employee
- Flexible Spending and Health Savings Accounts
- fitness reimbursement
- access to Employee Assistance Program
- Group Legal Identity Theft Protection benefit paid 100% by employee
- access to 529 Plan
- commuter benefits
- Adoption & Surrogacy Assistance
- Tuition Reimbursement
- access to Employee Stock Purchase Plan
Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge your Thinking, Act Fast / Learn Fast, and Stronger Together.
Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.
Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them.
To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace. Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department at HR.Leave-Expert@thomsonreuters.com. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. More information on requesting an accommodation here. Learn more on how to protect yourself from fraudulent job postings here. More information about Thomson Reuters can be found on thomsonreuters.com At Thomson Reuters, we're not riding the AI wave — we're reshaping the future of professional work across law, tax, compliance, and journalism. Here, you will collaborate with smart, ambitious people who thrive on solving complex problems, delivering market-leading solutions, and innovating with curiosity and care. Learn more about a career with us Our Employer Story Inside Thomson Reuters Blog Awards and Recognition Join Our Talent Community Protect Your Job Search Future-ready careers Our focus on a skills-first approach ensures you'll have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
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