Senior Data Analyst - Deltek Vantagepoint

BKF•San Francisco, 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 provides ad hoc financial and operational reporting to support leadership, business development strategy, and business decisions. It focuses on reporting and analytics, Vantagepoint CRM data management and business intelligence, BD process support, and cross-functional coordination and training. The ideal candidate is based in California. The position develops and maintains reports, dashboards, data processes, and business intelligence capabilities for BD/MarComs and organizational performance. It also supports staff with Vantagepoint functionality, reporting, data requirements, and established procedures. Travel to other BKF locations and client sites may be required. The typical annualized base salary range is $105,000 to $141,000, depending on skills, experience, education, and geographical location. This is a salary position paid biweekly. The work environment is an office setting with low or moderate sound exposure and may be fast-paced, high-stress, and deadline-oriented.

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 graphics.
Bachelor’s degree in accounting or a related field, or a combination of education and experience.
Must regularly talk, hear, and operate a computer, keyboard, and mouse.
May occasionally need to lift, pull/push, and carry up to 20 pounds; accommodations are available.

Responsibilities

Prepare and distribute weekly backlog, NNWA, client management, pursuit/proposal management, pipeline, and other reports and dashboards.
Create and implement a comprehensive 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 metrics as needed.
Develop and maintain 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 for emerging business needs.
Manage and maintain BD-related Vantagepoint data, processes, and reporting functionality, supporting 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 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 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 standard operating procedures, documentation, and process guidance within Vantagepoint and BKF Connect.
Address questions about 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; provide scheduled CRM, PtW, and other training as needed.
Support strategic BD initiatives and cross-functional projects requiring operational coordination, reporting, or process development.