Strategic Data Analyst – BI, Forecasting & Insights

Socket.dev; Mason (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Socket.dev is seeking an Aftermarket Solutions Data Analyst to transform operational, financial, and customer data into actionable business intelligence. You will work with leadership to identify trends, measure performance, and develop reporting that enhances customer service, project execution, and revenue growth.

The role focuses on building dashboards, automating reports, and delivering insights across BI, analytics, and forecasting.

Qualifications

• 3–5 years of analytical experience.
• Advanced Microsoft Excel skills.
• Experience with Power BI or Tableau.
• Strong SQL knowledge.
• Experience with ERP systems (SAP preferred).
• Strong analytical, problem-solving, communication, and presentation skills.

Responsibilities

• Develop and maintain dashboards, KPIs, and executive reports for the Aftermarket organization.
• Automate recurring reports and present findings to leadership.
• Analyze proposal activity, project execution, revenue, gross margin, backlog, win/loss rates, resource utilization, and customer response times.
• Analyze project execution data to identify bottlenecks and improvement opportunities.
• Measure proposal turnaround times and quote conversion.
• Support workload, staffing, and forecasting.
• Monitor revenue, gross margin, backlog, and financial performance.
• Develop forecasting models and ROI analyses.
• Support budgeting and strategic planning.
• Analyze customer purchasing behavior and aftermarket service trends.
• Measure customer retention and identify growth opportunities.
• Maintain and administer departmental operating systems, including SMQS and SharePoint.
• Develop and maintain standardized data structures, libraries, dashboards, and reporting tools.
• Ensure data accuracy and consistency across SMQS, SharePoint, and other business systems.
• Coordinate system updates, workflow improvements, and user enhancements.
• Manage departmental documentation, reporting repositories, templates, and standardized processes within SharePoint.
• Support implementation of new technologies, reporting tools, and automation initiatives.
• Partner with leadership to identify improvement opportunities through data analysis.
• Recommend process changes supported by measurable results.
• Participate in Lean and continuous improvement initiatives.

Skills

Advanced Excel

Power BI

SQL

Data analytics

Communication

Education

Bachelor's degree in Data Analytics/related field

Tools

SAP ERP

Job description

Socket.dev is seeking an Aftermarket Solutions Data Analyst to transform operational, financial, and customer data into actionable business intelligence. You will work with leadership to identify trends, measure performance, and develop reporting that enhances customer service, project execution, and revenue growth.

The role focuses on building dashboards, automating reports, and delivering insights across BI, analytics, and forecasting.