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Data & Reporting Analyst

1 month ago
Romania
Full-time
Entry Level
Data Analyst
Data Science and Analytics
Salesforce Tableau
Apply Now
Caseware

Caseware

CaseWare International Inc. provides cutting-edge software solutions for accounting firms, corporations, and governments, enabling users worldwide to work smarter and transform insights into impact.

Internet Software & Services
251-1K
Founded 1988
View All Jobs 3

Description

  • Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making.
  • Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data.
  • Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes.
  • Ensure reports align with defined sales processes, GTM rules, and RevOps metrics (e.g., pipeline stages, bookings, attribution).
  • Identify discrepancies between Salesforce records and Tableau reporting and determine root cause (report logic vs. CRM data quality).
  • Partner with Sales Ops, RevOps, Analytics, and BI teams to resolve reporting and data issues.
  • Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel.
  • Break down complex sales reporting issues into smaller, testable components to isolate errors and support forecasting, pipeline hygiene, attainment tracking, and performance dashboards.

Requirements

  • Comfort working with Tableau, including reading, validating, and interpreting dashboards and metrics.
  • Working knowledge of Salesforce (CRM), including core sales objects such as Leads, Accounts, Opportunities, and Activities.
  • Strong Excel skills, including VLOOKUP/XLOOKUP, IF statements, COUNTIF, SUMIFS, filtering, pivot tables, and working with large datasets.
  • Strong analytical and abstract thinking skills to map sales processes into data and identify inconsistencies or anomalies.
  • Foundational understanding of SaaS sales models, including pipeline, bookings, ARR, renewals, upsell, and churn.
  • Ability to work independently, prioritize work based on business needs, and take ownership of data accuracy and reporting integrity.
  • Clear communication skills to explain data issues to both technical and business stakeholders.
  • Willingness to challenge data that appears incorrect and investigate beyond surface-level explanations; comfort supporting forecasting and GTM performance analysis.
  • Nice to have: exposure to Sales Operations, Revenue Operations, or Business Analytics roles and familiarity with sales forecasting or pipeline management.

Benefits

  • Flexible work options with remote opportunities and emphasis on work‑life balance.
  • Generous time-off policies.
  • Competitive salary with comprehensive benefits including health insurance and retirement plans.
  • Performance bonuses and recognition programs.
  • Opportunities for career growth and professional development.
  • Work on international projects with a collaborative, inclusive global team.
  • Opportunity to work with cutting-edge accounting and financial reporting technology.

Interested in this position?

Apply directly on the company website

Apply Now

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