Senior Analyst Reporting & Planning

Waste Harmonics Keter•Stamford, CT

5d•$75,000 - $90,000

About The Position

The Senior Analyst Reporting & Planning is a hands-on analyst supporting Commercial Operations. The role gathers and validates data from several business systems, investigates inconsistencies, and explains findings to business leaders. The analyst connects data from systems including Salesforce, NetSuite, Gong, Power BI, and Microsoft Fabric, then turns analysis into clear recommendations that help leaders make decisions. The position builds and maintains trusted datasets, dashboards, and recurring management reports; uses SQL and Python for reporting, reconciliation, and analysis; and replaces manual reporting processes with scripts and scheduled workflows. It also supports monthly business reviews, the commercial scorecard, annual operating planning, and leadership presentations. The analyst collaborates with Sales, Relationship Management, Finance, Marketing, Operations, and IT to align on KPI definitions, and prepares executive-ready PowerPoint decks, summaries, and charts.

Requirements

2 to 3 years of experience in business analytics, reporting, business intelligence, or a similar role.
Bachelor’s degree in Business, Economics, Finance, Data Analytics, or a related field.
Hands-on experience using command line tools and APIs, with Claude Code or similar AI CLI tools, to pull data from business systems such as Salesforce, Gong, and NetSuite.
Experience building reports in Power BI or a similar BI tool.
Working knowledge of SQL, including joins, aggregations, and checking results against source data.
Practical Python skills, especially pandas, for pulling, cleaning, and automating data work.
Advanced Excel skills, including formulas, pivot tables, data cleanup, and analytical models.
Strong PowerPoint skills and the ability to create clear slides for business leaders.
Knowledge of pipeline, bookings, revenue, churn, retention, margin, and sales productivity analysis.
Ability to explain business results and recommendations in plain language.
Good judgment in setting priorities, working independently, asking thoughtful questions, managing deliverables and timelines, and communicating across teams and with executives.

Nice To Haves

Experience with Salesforce, NetSuite, Gong, Microsoft Fabric, Power Query or DAX, REST APIs and JSON, or Git.
Background in waste services, logistics, or another service-based industry.

Responsibilities

Pull, clean, and combine data from Salesforce, NetSuite, Gong, Power BI, and Microsoft Fabric.
Write SQL and Python to support reporting, reconciliation, and analysis.
Build and maintain trusted datasets, dashboards, and recurring management reports.
Identify manual reporting steps and replace them with scripts and scheduled workflows.
Use AI coding tools such as Claude Code to build and review work faster.
Translate complex data into clear findings, trends, and recommendations.
Create executive-ready PowerPoint decks, summaries, and charts.
Support monthly business reviews, the commercial scorecard, annual operating planning, and leadership presentations.
Partner with Sales, Relationship Management, Finance, Marketing, Operations, and IT to agree on KPI definitions across teams.
Investigate discrepancies in numbers, explain their causes, and test automated outputs against source systems.

Benefits

Competitive compensation.
Annual bonus plan at every level.
Continuous learning and development opportunities.
401(k) retirement savings with company match and immediate vesting.
Medical and dental insurance.
Company-paid vision insurance.
Company-paid life insurance.
Company-paid short-term and long-term disability coverage.
Employee Assistance Program.
Flexible Spending Accounts and Health Savings Accounts.
Paid time off, including a birthday off, community volunteer hours, and a Friday off in the summer.
Eight paid holidays.