Senior Data Analyst - Deltek Vantagepoint

BKF•Sacramento, 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 position focuses on extracting and managing Vantagepoint data, developing reports and business-development graphics, and supporting the firm’s business intelligence reporting strategy. The analyst provides ad hoc financial and operational reporting to support leadership, business development strategy, and decision-making. The role combines business performance analytics, Vantagepoint CRM data management and business intelligence, BD process improvement, and cross-functional coordination and training. It supports reporting and workflows across BD/MarComs and works with staff and leadership to maintain reliable data, improve processes, and provide operational support. The ideal candidate will be based in California.

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.

Responsibilities

Prepare and distribute weekly backlog, NNWA, client management, pursuit/proposal management, pipeline, and other reports and dashboards.
Create and implement a comprehensive program for producing and using Power BI dashboards throughout the BD/MarComs program.
Report revenue, bookings, pipeline, and business performance by year, client, division, region, and other relevant 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 for emerging business needs.
Manage and maintain BDM-related Vantagepoint data, processes, and reporting functionality, supporting CRM optimization, data integrity, 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 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 VP system 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.