Remote Reporting Associate

Summary

Join Carrot's Operations team as a Reporting Associate to drive efficiency and provide best-in-class service to constituents. As the ideal candidate, you will be adaptable in a fast-paced environment, demonstrate strong communication and problem-solving skills, and have practical presentation skills to effectively visualize and articulate findings based on business data.

Requirements

• Bachelor’s Degree
• 2+ years of experience as a financial or business analyst
• General knowledge of business operations, objectives, strategies, process and information flow
• Advanced Google Sheets or Microsoft Excel skills and the ability to manipulate and model large sets of data
• Proficiency with Atlassian tools (e.g., Jira, Confluence)
• Proficiency with Salesforce reporting and dashboards
• Effectively communicate complex information to a diverse group of business partners
• Excellent written, verbal, and presentation skills
• Demonstrated ability to manage time and balance multiple priorities under time pressures
• High degree of personal accountability, passion, and execution
• Experience working closely with senior support leaders, prior exposure to high-growth, fast-paced work environments

Responsibilities

• Support Carrot’s customer and member-facing teams, and other departments more broadly, in reaching their goals through analysis
• Design, develop, iterate and maintain real-time dashboards for cross functional teams and leaders
• Maintain a set of standard reports used to deliver insights to stakeholders on a recurring basis; iterate these reports to ensure comprehensiveness and quality of data as the business landscape evolves; regularly examine these reports to identify and resolve issues
• Execute on recurring reporting activities on a weekly, monthly and/or quarterly basis, highlighting significant changes and trends to drive business decisions
• Create new business reports as requested by leadership, that provide insight into key data points
• Coordinate cross-functionally to ensure the execution of key reporting deliverables across teams, to meet month-end and quarter-end close deadlines
• Visualize data (pivot tables, graphs, charts, etc.) to effectively convey key messages; communicate the results of data analysis in written and verbal form to leaders
• Own and maintain the source of truth for reporting of financial, service-based, and clinical KPI performance - providing transparency for teams into their performance, and visibility for the leadership team
• Manage the reporting and analytics surrounding customer SLA reporting - including transparency into real-time KPI performance for team leaders, internal monthly and quarterly reporting of performance and financial impact for leadership, and supporting
• Act as the initial point of contact to triage and fulfill data related requests
• Proactively seek out opportunities to improve the processes, quality, and presentation of data

Preferred Qualifications

• Experience working closely with senior support leaders, previous exposure to high-growth work environments
• Exposure and comfort using business-data tools (e.g., Domo, Looker)
• Flexible and able to change priorities quickly, capacity to manage multiple priorities

Benefits

• Health insurance
• Retirement benefits
• Paid time off
• Remote work, flexible hours
• Life and disability insurance
• Bonuses and incentives
• Professional development opportunities
• Wellness programs
• Family and parental leave