Senior Data Analyst - Deltek Vantagepoint

BKF•San Diego, CA

2d•$105,000 - $141,000•Hybrid

About The Position

BKF is seeking a Senior Data Analyst with Power BI and Deltek Vantagepoint experience in the AEC industry. The role supports leadership, business development (BD) strategy, and business decisions through ad hoc financial and operational reporting. The analyst will extract and analyze Vantagepoint data, build reports and dashboards, and develop BD-related graphics as part of the firm’s business intelligence reporting strategy. The position focuses on business performance reporting and analytics; Vantagepoint CRM data management and business intelligence; BD processes, procedures, and operational support; and cross-functional coordination, training, and internal support. The role provides guidance and reporting support to staff and leadership and may require travel to other BKF locations and client sites.

Requirements

At least 8 years of data analysis experience.
At least 5 years of experience specifically in the AEC (Architecture, Engineering, Construction) industry.
At least 3 years of Deltek Vantagepoint experience as a strong user.
3–5 years of Power BI experience in data extraction, creating high-level reports, and developing graphics.
Bachelor’s degree in accounting or a related field, or a combination of education and experience.
Must be able to regularly talk, hear, and operate a computer, keyboard, and mouse.
Must occasionally lift, pull/push, and carry up to 20 pounds, with accommodations.

Responsibilities

Prepare and distribute weekly backlog, NNWA, client management, pursuit/proposal management, pipeline, and other reports and dashboards.
Create and implement a program to produce and use Power BI dashboards throughout the BD/MarComs program.
Report revenue, bookings, pipeline, and business performance by year, client, division, region, and other requested metrics.
Develop and maintain key client and division-level performance reports, including revenue, NNWA, and core client identification based on historical revenue.
Provide ad hoc financial and operational reporting to support leadership, BD strategy, and business decisions.
Develop customized reports, queries, and data analyses to address emerging business needs.
Manage and maintain BD-related Vantagepoint data, processes, and reporting functionality, including CRM optimization, data integrity, business intelligence, and reporting infrastructure.
Design and implement an AI-enabled competitor and opportunity tracking intelligence program.
Coordinate with BD Vice Presidents and other stakeholders to collect, organize, and maintain strategic business information in Vantagepoint rather than separate spreadsheets.
Review and validate master service agreement (MSA), on-call, and related project records to support the MSA Hub.
Maintain and update BD-related strategic information, reporting criteria, and dashboard functionality.
Oversee and support implementation of BD/MarComs program processes, including G/NG, approval workflows, project stages, and system notifications.
Guide staff on new client setup, project setup, lead tracking, RFP processes, and other BD workflows.
Develop, review, and refine SOPs, documentation, and process guidance within Vantagepoint and BKF Connect.
Address questions related to legacy systems, historical proposals, acquired-company records, and project information.
Identify opportunities to streamline processes, improve data quality, and establish consistent practices across divisions.
Provide ongoing operational support to project assistants, marketing/BD staff, technical teams, and leadership.
Train and guide staff on Vantagepoint functionality, data requirements, reporting, and established procedures, including scheduled CRM, PtW, and other training as needed.
Support strategic BD initiatives and cross-functional projects requiring operational coordination, reporting, or process development.