Senior Reporting Analyst

Namely; Mountain View (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

Namely is seeking a Senior Reporting Analyst who will take ownership of OTC KPI reporting and related SaaS metrics. This role requires building and enhancing dashboards in Tableau and/or Power BI and involves validating data accuracy while resolving any discrepancies. The ideal candidate has a strong background in reporting analytics and expertise in SFDC and Oracle.

The position demands a Bachelor's degree in accounting or finance and at least 4 years of relevant experience. Candidates should possess excellent analytical skills and be able to work in a fast-paced global environment.

Qualifications

• 4+ years of relevant reporting and analytics experience.
• Strong written and verbal English skills.
• Ability to manage multiple stakeholders.

Responsibilities

• Own OTC KPI reporting including ARR and related SaaS metrics.
• Build, maintain, and enhance dashboards/scorecards in Tableau and/or Power BI.
• Identify and troubleshoot data anomalies and perform root-cause analysis.

Skills

Tableau

Power BI

Data validation

Reconciliations

Advanced Excel

Education

Bachelor’s degree related to accounting/finance

Tools

Salesforce (SFDC)

Oracle

Job description

Senior Reporting Analyst – Center of Excellence (Pune, India)

In this role you will own OTC KPI reporting, including ARR and related SaaS metrics. Validate and reconcile ARR/OTC data across Salesforce (SFDC) reporting datasets and Oracle, resolving issues tied to completeness, timing, hierarchy mapping, and definition alignment. Build, maintain, and enhance dashboards/scorecards in Tableau and/or Power BI, including scheduled and automated reporting. Coordinate reporting intake and prioritization: clarify requirements, size effort, prioritize requests, track status, and communicate timelines, risks, and dependencies. Support month‑end/quarter‑end close with variance analysis, reconciliation support, and on‑time delivery of required reporting outputs. Identify and troubleshoot data anomalies, perform root‑cause analysis, and support testing, audits, and validation activities. Maintain reporting governance and documentation: metric definitions, logic, data lineage, SOPs/runbooks, and control checks to improve auditability. Promote continuous improvement by standardizing definitions, automating repeatable tasks, and strengthening data quality controls to reduce manual effort. Collaborate with other teams, escalating blockers and aligning stakeholders while supporting privacy/security compliance.

Qualifications

• Bachelor’s degree related to accounting/finance.
• 4+ years of relevant reporting and analytics experience.
• Hands‑on expertise in Tableau and/or Power BI, building executive‑ready dashboards and scalable data modeling and reporting solutions.
• Working knowledge of SFDC and Oracle: reporting, data extraction, validation, and understanding source‑to‑report flows.
• Exposure to subscription management platforms and SaaS operational metrics.
• Proven experience in reconciliations, data validation (completeness, accuracy, timing differences, hierarchy mismatches, and definition alignment), and anomaly investigation using structured problem solving.
• Solid understanding of OTC and revenue/accounting concepts, including basic control awareness (e.g., revenue/deferral mechanics).
• Advanced Excel (large datasets, pivots/lookups; strong analytical hygiene) and data modeling.
• Strong written and verbal English, able to translate business questions into clear reporting requirements and influence outcomes.
• Ability to prioritize in a fast‑moving environment, manage multiple stakeholders, and work effectively in a global setup.

Nice to have

• Alteryx for workflows and data preparation.
• CECL knowledge.

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