Business Analyst

Clearwater Analytics is seeking a detail-oriented Business Analyst to maintain, enhance, and deliver accurate reports using Excel, Power BI, and their data-lake. The role focuses on reporting, automation, dashboarding, and data analysis to provide actionable insights for leadership decisions. The ideal candidate will be passionate about Excel, data, process improvement, and leveraging technology to streamline reporting processes.

Must Have

• Prepare and deliver regular Excel reports.
• Design and streamline reporting structures.
• Ensure data integrity and compliance.
• Create and improve forecasts and models.
• Provide ad-hoc reporting support.
• Automate tasks and improve efficiency.
• Design standardized reporting templates.
• Build interactive dashboards.
• Analyze data for insights and trends.
• Support leadership with data-driven recommendations.
• Track business metrics.
• Manage data warehouse datasets.
• Collaborate with internal teams for data.
• Expert-level Excel skills.
• Experience with VBA and macros.
• Ability to structure complex datasets.
• Strong attention to detail and accuracy.
• Knowledge of financial and business metrics.
• Handle sensitive information discreetly.
• Excellent analytical, problem-solving, and time management skills.
• Effective communication skills.
• Proficiency in MS Office Suite.
• Bachelor’s degree (tech/STEM preferred).
• 5+ years in reporting or data analysis.

Good to Have

• Familiarity with SharePoint.
• Familiarity with Power BI.

We are seeking a detail-oriented and highly proficient Business Analyst to join our team. This role will be responsible for maintaining, enhancing, and consistently delivering accurate reports using mainly Excel, Power BI, and our data-lake. You will be focused on reporting, automation, dashboarding and analyzing data to provide actionable insights to guide leadership and executive decisions. The ideal candidate will be passionate about excel, data, process improvement, and using technology to streamline reporting.

KEY RESPONSIBILITIES

Excel Reporting, report maintenance and models:

• Prepare, update, and deliver reports in Excel on a regular schedule (weekly, monthly, quarterly) to various internal stakeholders.
• Design, develop, improve and streamline our current reporting structure according to business and leadership needs.
• Ensure data integrity, consistency, and compliance with company policies and data privacy regulations.
• Create, maintain, update and improve forecasts and models.
• Provide ad-hoc reporting support when urgent data requests arise.

Automation, Process Improvement and Dashboarding:

• Develop new ways of automating tasks and improve the overall department and area efficiency.
• Design standardized templates and processes to ensure consistency in reporting.
• Build interactive and visually appealing dashboards to present data effectively.

Data Analysis & Insights:

• Analyze data to identify patterns, trends, and opportunities and support leadership with data-driven recommendations.
• Keep track of business metrics.
• Manage our datasets in the data warehouse.

Cross-Team Collaboration:

• Partner with Business Partners, Talent Acquisition, Scorecard Management team, Office of the CEO, etc. to gather and validate data.

Required Skills & Qualifications:

• Excellent Excel Skills are a must:
• Overall expert-level Excel skill. Ideally proven experience in modeling.
• Strong command of data extraction and management in Excel.
• Experience with VBA and macros for automation.
• Ability to structure large, complex datasets for reporting efficiency.
• Strong attention to detail and accuracy.
• High degree of Intellectual curiosity and intellectual honesty.
• Reasonable proficiency and knowledge of financial and business metrics.
• Ability to work with sensitive and confidential information discreetly.
• Excellent analytical, problem-solving, and time management skills.
• Effective communication skills with both technical and non-technical audiences.
• Proficiency in MS Office Suite; familiarity with SharePoint, Power BI, or similar tools is a plus.

Education & Experience:

• Bachelor’s degree, preferably in a tech or stem related field.
• 5+ years of experience in HR/financial/business/sales reporting, data analysis, or similar role.
• Expertise using Excel.