Lead - Business Analyst

Role Summary

We are hiring a Business Analyst to support FPS Operations with a primary focus on Services bookings, pipeline visibility, forecast accuracy, commercial performance tracking, and reporting governance. This role will work closely with Services Sales stakeholders, regional leadership, Finance, and Operations to ensure reporting is accurate, actionable, and aligned to AOP targets.

Salesforce (SFDC CRM) expertise is critical in this role. You will be expected to own and improve Salesforce-based reporting outputs (pipeline, forecast, bookings performance) and ensure the organization has a single source of truth for leadership reporting.

Key Responsibilities

SFDC Pipeline, Forecast & Bookings Reporting (Core Ownership)

• Own recurring reporting and review for Services pipeline, forecast, and bookings performance, primarily from Salesforce (SFDC CRM)

• Build, maintain, and optimize SFDC dashboards and reporting views aligned to leadership needs

• Ensure accurate rollups by region, sub-region, segment, and leader reporting hierarchy

• Partner with stakeholders to enforce consistency across:

  • opportunity stages

  • close dates

  • forecast categories

  • product/service classification

  • pipeline hygiene

Commercial Performance Reporting

• Track commercial drivers across Services performance, including:

  • attainment vs targets

  • forecast accuracy trends

  • conversion / coverage drivers

  • key risks and changes week-over-week

• Translate reporting into concise leadership-ready insights, highlights, and risks

Rate Tracking (Bill Rates vs Sold Rates)

• Track and report on sold rates vs bill rates (rate realization)

• Identify trends, variances, and exceptions impacting margin and performance

• Partner with Finance and Sales Ops to validate rate assumptions and improve reporting accuracy
   

Discount Reporting & Governance

• Own recurring reporting for discount usage and discount trends

• Track discounting against commercial guardrails, budgets, and AOP expectations

• Create leadership-ready reporting to support decision-making and approvals

AOP Target + Budget Tracking

• Maintain reporting tied to AOP targets, and support performance visibility by quarter/month

• Provide structured views of attainment and forecast confidence for leadership review rhythms

• Support QBR/MBR content preparation using validated and standardized metrics

Data Quality & Operational Excellence

• Monitor and resolve reporting inconsistencies and definition gaps across sources

• Establish documentation for metric definitions, report logic, and reporting cadences

• Improve automation and reduce manual reporting effort where possible

• Proactively surface risks and reporting gaps before leadership reviews