Lead Reporting & Forecasting Analyst
$100,100–$100,100 year
HybridEagan, Minnesota, United States
Job Summary
Drive business and financial analytics for the Thomson Reuters Sales organization by delivering reporting, forecasting, and decision support that enhance day-to-day activities. Aggregate and synthesize disparate data sets using Alteryx, Tableau, and Power BI to build reliable data lakes, while partnering with Systems Finance to streamline source-system data. Create executive-level dashboards and scorecards that track sales performance against targets, validate actuals restatements, and support pipeline target setting with accurate segment data. Apply AI tools like Claude and Copilot to accelerate report production and surface insights faster for leadership.
Required Qualifications
- 4-year college degree in Finance or Accounting
- 5+ years of experience in a Finance role
- Experience supporting a high-performing sales organization
- Experience evaluating customer data and trends to identify opportunities
- Proactive and organized, with the ability to multitask and manage competing priorities in a dynamic environment
- Superior diagnostic, problem-solving, and communication skills
- Proven ability to build relationships with and influence at all levels of the organization
- Strong experience with data, CRM data and sales information
- Strong Excel and PowerPoint skills
- Advanced Alteryx, Tableau, Power BI and SAP
- Self-starter able to work autonomously and influence leaders within a complex, matrix organization
- Cross-functional project management across complex workstreams, stakeholders and deliverables
- Familiarity with accounting and financial reporting
- Flexible with working hours to support business demands
- Demonstrate adoption of the TR Mindsets and Behaviors
- Practical experience using AI tools such as Copilot or Claude to automate reporting or analysis
Desired Qualifications
- English major preferred
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