Reporting Analyst

Smart IMS Inc; Plano (TX); On-site; USD 62,000 - 110,000; Full time

Job summary

Smart IMS Inc in Plano, TX is seeking a Reporting Analyst to join our data-driven Revenue Operations team on a 12-month onsite contract. You will build dashboards, consolidate revenue data, and deliver insights to senior leadership.

The ideal candidate has 2-5 years in data/analytics, advanced Excel, and experience with Power BI or Tableau. Strong storytelling and collaboration with BI, supply chain, and sales teams are essential.

Qualifications

• 2-5 years of experience in data, analytics, or revenue operations.
• Advanced Excel skills including financial modeling, pivot tables, and large data manipulation.
• Experience building and maintaining dashboards and visualizations (Excel, Power BI, Tableau, or equivalent).
• Strong understanding of data relationships and working with multi-source datasets.
• Ability to read revenue breakdowns from gross to net and explain deductions in reports.

Responsibilities

• Build, maintain, and enhance sales dashboards that track KPIs across Channel and Digital units.
• Deliver regular reporting on revenue trends, forecast vs. actuals, and sales program performance for leadership.
• Aggregate and consolidate revenue data across channels into unified reporting views.
• Track week-over-week forecast changes and delta trends for timely visibility.
• Support strategy presentations with clean, insight-driven data narratives.
• Contribute to Annual Target planning and quarterly pipeline simulations.
• Support the Director of Revenue Operations on ad hoc projects and stakeholder requests.

Skills

Excel

Data modeling

Dashboards

Data visualization

Power BI

Tableau

Presentation

Communication

AI tools

SCM basics

Revenue operations

Tools

Power BI

Tableau

Excel

Job description

Job Title: Reporting Analyst

Duration (Contract): 12 Months

Client Location: Plano, TX 75023

Location Preference: Onsite

Job Description

Key Responsibilities/Requirements

Sales Dashboards & Reporting

• Build, maintain, and enhance sales dashboards that track performance against key KPIs across Channel and Digital business units.
• Deliver regular reporting on revenue trends, forecast vs. actuals, and sales program performance for leadership and operational reviews.
• Support strategy deck preparation and executive-level presentations with clean, insight-driven data narratives.

Data Aggregation & Revenue Operations

• Aggregate and consolidate revenue data across multiple channels and business units into unified, reliable reporting views.
• Track and communicate week-over-week forecast changes and delta trends, ensuring timely visibility for stakeholders.
• Maintain and improve existing revenue trackers and data pipelines to support retention and accuracy of revenue data.

Forecast Management

• Run and support financial simulations to inform supply planning decisions and buffer analysis.
• Partner with the Business Intelligence, Supply Chain, and Revenue Operations teams on planning cycles, pipeline simulations, and allocation logic.

Cross-Functional Support

• Contribute to Annual Target planning preparation, quarterly pipeline simulations, and HHP buffer planning processes.
• Support the Director of Revenue Operations on ad hoc projects, stakeholder requests, and operational deliverables as needed.

Required Skills, Experiences, Education and Competencies

• 2 5 years of experience in a data, analytics, or revenue operations role
• Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, and large-scale data manipulation
• Strong understanding of data relationships, data structures, and how to work with complex, multi-source datasets
• Experience building and maintaining dashboards and visualizations (Excel, Power BI, Tableau, or equivalent)
• Solid grasp of sales revenue structure - ability to read and work with revenue breakdowns from gross sales down to net revenue, with an understanding of how deductions and adjustments flow through the P&L
• Ability to run and interpret financial simulations on sales forecasts, including scenario modeling and variance analysis
• Familiarity with sales programs and trade spend is a plus, but not required
• Excellent verbal and written communication skills - able to translate data into clear narratives for non-technical audiences
• Strong PowerPoint skills; comfortable supporting executive-level decks and strategy presentations
• Familiarity with AI productivity tools such as Claude, ChatGPT, or similar - comfortable using them to accelerate analysis, summarization, and reporting workflows
• Basic understanding of supply chain management (SCM) concepts and key metrics (e.g., inventory turns, demand signals, buffer/safety stock); system training provided on the job
• Experience working with large datasets in a sales, channel, or retail environment
• Exposure to BI tools or enterprise systems (e.g., SAP, Oracle, ERP/SCM platforms)
• Experience supporting sales planning, revenue forecasting, or go-to-market operations.

The hourly range for roles of this nature are $45.00 to $80.00/hr. Rates are heavily dependent on skills, experience, location, and industry.

cyberThink is an Equal Opportunity Employer.