Note: The job is a remote job and is open to candidates in USA. DCX is a business process outsourcing company that supports growth-focused U.S. businesses with global talent. The Sales Analytics & Data Operations Team Lead will oversee financial reporting, data management, reconciliations, month-end close support, and sales analytics process improvements while guiding the work of a Sales Analytics Data Analyst.
Responsibilities
- Compile and distribute recurring reports on daily, weekly, and monthly cadences using pre-built Excel templates andworkflows
- Distribute reports to specified recipient lists via Outlook on documented schedules; confirm successful delivery
- Maintain a reporting calendar and proactively flag any delays, source-system outages, or anomalies
- Leverage knowledge of BMS data model to accurately produce ad-hoc reports on request
- Execute the documented Salesforce ? Restoration Manager ? Sage Intacct three-way reconciliation process, identifying and resolving:?
- Job records in RM with no corresponding Salesforce Contact or Account (and vice versa) or no corresponding Sage Customer
- Duplicate RM or Salesforce Accounts and Contacts??
- Adapt to SOPs that change frequently.As the team automates more of the validation pipelineand as reporting requirementsevolve, this role's daily work will shift sometimes weekly. The Team Lead must be able to adapt workflows to an evolving and growing business environment
- Increase quality and quantity of Sales Analytics output.Identify and resolve gaps in Sales Analytics insight and opportunities to improve team processes and drive higher productivity. Be highly influential in the day-to-day work of the Sales Analytics Data Analyst
Skills
- Education: Bachelors degree in Finance, Accounting, Business Administration, or a related field
- Experience: 12 years of experience in finance, accounting, financial analysis, or related roles
- Language Proficiency: Strong verbal, written, and English communication skills
- Working schedule: Ability to work overnight/graveyard shifts in Philippine time or within US operating hours
- Advanced proficiency in Microsoft Excel, including Power Query, Pivot Tables, Complex formulas
- Demonstrated prior experience in data reconciliation or data matching work
- Demonstrated history of learning multiple business systems ( (e.g., any ERP such as NetSuite, QuickBooks, Sage; any CRM such as Salesforce, HubSpot; or any vertical-specific platform such as Restoration Manager)
- Strong working knowledge of Microsoft 365: Outlook, SharePoint, OneDrive, Teams
- Experience working with data management, spreadsheets, or reporting tools
- Understanding of financial reporting, reconciliations, and general accounting principles
- Strong organizational and problem-solving skills with the ability to manage multiple tasks effectively
- Experience supporting month-end close activities is an advantage
Benefits
- Permanent work-from-home setup
- Company equipment provided
- Government Mandated Benefits Employer Share
- Internet stipends upon regularization
- HMO Coverage upon regularization (with an option to enroll as early as Day 1)
- PTO credits and service incentive leaves
- Major spring and winter company live events
- Monthly employee appreciation virtual events
- Company-provided Career Skills Training Courses
- A company culture focused on your personal and professional growth
Company Overview