Senior Data Analyst - Deltek Vantagepoint

BKF•San Luis Obispo, 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 strategy, and business decisions through ad hoc financial and operational reporting, data analysis, dashboards, and business intelligence. The position focuses on business performance reporting, Vantagepoint CRM data management and intelligence, BD process improvement, and cross-functional coordination and training. The ideal candidate will be based in California. The analyst will help develop and maintain reporting and dashboards covering business performance, revenue, bookings, pipeline, clients, divisions, and regions. The role also manages BD-related data and processes in Vantagepoint, supports strategic information and opportunity tracking, and provides operational guidance, training, and reporting support to staff across the organization. The position involves work in an office environment with low or moderate noise and may include travel to BKF locations and client sites. It is a fast-paced, deadline-oriented environment.

Requirements

8+ years of data analysis experience.
5+ years of experience specifically in the AEC (Architecture, Engineering, Construction) industry.
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 be able to regularly talk, hear, and operate a computer, keyboard, and mouse; occasionally lift, pull/push, and carry up to 20 pounds, with accommodations.

Nice To Haves

Based in California.

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 metrics.
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 to address emerging business needs.
Manage and maintain BD-related Vantagepoint data, processes, and reporting functionality.
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.
Review and validate master service agreement, 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 ways 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 VP 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.