Data Analyst
Role Overview
We are seeking a highly analytical and detail-oriented Data Analyst to support our consulting business through data-driven decision-making, pricing analysis, revenue management, client reporting, and operational process improvement. This role will serve as the primary owner of critical invoicing, reporting, and analytics processes for several of our largest global consulting clients.
The ideal candidate is a hands-on problem solver who enjoys working with large datasets, improving business processes, building financial models, and partnering cross-functionally with Finance, Sales, Account Management, and Consulting leaders.
What You'll Do:
Revenue Operations & Client Invoicing
Own the end-to-end monthly usage review and invoicing process for key consulting accounts.
Reconcile CRM data, validate pricing and usage, identify discrepancies, and ensure billing accuracy.
Partner with consulting team leads to resolve data quality and pricing issues in a timely manner.
Prepare internal billing reports for Finance review and approval.
Produce client-facing usage reports and other account-specific deliverables.
Develop and maintain processes for tracking manual adjustments, credits, and billing exceptions.
Drive continuous improvements to increase efficiency, accuracy, and scalability of invoicing workflows.
Business Intelligence & Reporting
Generate and distribute operational reports for consulting leadership and sales teams.
Maintain recurring performance reporting and KPI dashboards.
Provide actionable insights through trend analysis, reporting, and data visualization.
Identify opportunities to automate manual reporting processes.
Key Skills for This Role
Full Job Posting
Overview:
We are seeking a highly analytical and detail-oriented Data Analyst to support our consulting business through data-driven decision-making, pricing analysis, revenue management, client reporting, and operational process improvement. This role will serve as the primary owner of critical invoicing, reporting, and analytics processes for several of our largest global consulting clients.
The ideal candidate is a hands-on problem solver who enjoys working with large datasets, improving business processes, building financial models, and partnering cross-functionally with Finance, Sales, Account Management, and Consulting leaders.
What You'll Do:
- Revenue Operations & Client Invoicing
- Own the end-to-end monthly usage review and invoicing process for key consulting accounts.
- Reconcile CRM data, validate pricing and usage, identify discrepancies, and ensure billing accuracy.
- Partner with consulting team leads to resolve data quality and pricing issues in a timely manner.
- Prepare internal billing reports for Finance review and approval.
- Produce client-facing usage reports and other account-specific deliverables.
- Develop and maintain processes for tracking manual adjustments, credits, and billing exceptions.
- Drive continuous improvements to increase efficiency, accuracy, and scalability of invoicing workflows.
- Business Intelligence & Reporting
- Generate and distribute operational reports for consulting leadership and sales teams.
- Maintain recurring performance reporting and KPI dashboards.
- Provide actionable insights through trend analysis, reporting, and data visualization.
- Identify opportunities to automate manual reporting processes.
What You Have:
- Bachelor's degree in Finance, Economics, Business Analytics, Data Analytics, Mathematics, Statistics, or related field.
- 2+ years of experience in data analytics, business intelligence, finance, revenue operations, or a related analytical role.
- Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling.
- Strong analytical and problem-solving abilities.
- Experience managing large datasets and producing executive-level reporting.
- Strong communication and stakeholder management capabilities.
Preferred Skills:
- Experience with CRM platforms and Salesforce.
- Experience with Power BI, Tableau, or other BI tools.
- Pricing, budgeting, forecasting, or revenue operations experience.
What We Offer:
- Competitive compensation
- Employee medical coverage
- Central office location
- Entrepreneurial environment, autonomy, and fast decisions
- Casual work environment
About Guidepoint:
Guidepoint powers end-to-end research workflows for the world’s best research teams.
Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.
At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.
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About Guidepoint
Private U.S. expert-network and research platform connecting companies and investors with vetted professionals and AI-powered research tools.
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