Revenue Operations Analyst III — Forecast & Dashboards

WCL Group; Plano (TX); On-site; USD 110,000 - 115,000; Full time

Job summary

WCL Group is partnering with a top consumer electronics and technology leader in Plano, TX, seeking a Business Analyst III to bridge operations and revenue insights. You will own data workflows, build dashboards, and support forecasting and planning processes across multiple channels.

Key responsibilities include managing budgets, analyzing revenue trends, and delivering executive-ready narratives with clean data visuals.

Qualifications

• 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.
• Experience building and maintaining dashboards and visualizations (Power BI, Tableau, or equivalent).
• Strong understanding of data relationships and multi-source datasets.
• Bachelor's degree in business-related field.

Responsibilities

• Establish and maintain communication services across business units or from the project team to the organization.
• Maintain the storage and retrieval of all project communications data and business metrics.
• Review contracts, cost proposals and contract supplements.
• Set up project and work breakdown structures.
• Establish and document business processes.
• Track project budgets and expenditures, monitor transaction controls and costs against budgets.
• Predict potential budget overruns and offer solutions.
• 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.
• 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.
• 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.
• 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.

Skills

Data workflows

Sales dashboards

Forecasting

Excel

Power BI

Tableau

P&L knowledge

Strong communication

PowerPoint

AI tools

Education

Bachelor's degree in business management, economics, finance, accounting or relevant field

Tools

Power BI

Tableau

Excel

Job description

WCL Group is partnering with a top consumer electronics and technology leader in Plano, TX, seeking a Business Analyst III to bridge operations and revenue insights. You will own data workflows, build dashboards, and support forecasting and planning processes across multiple channels.

Key responsibilities include managing budgets, analyzing revenue trends, and delivering executive-ready narratives with clean data visuals.