Commercial Reporting Analyst

Job Title

Dept

Location

Reports to

Commercial Reporting Analyst

Finance (Commercial)

Head Office / Hybrid

Commercial Reporting & Process Manager

Job Purpose

The Commercial Reporting Analyst supports IBA’s commercial teams by delivering accurate reporting, data-driven insight and analytical support. The role works closely with Sales, Product, Client Success, Finance and Leadership, to help improve commercial performance and support informed decision-making.

The role provides an excellent opportunity to develop expertise in sales analytics, business intelligence, forecasting, data quality and process improvement. Key areas include:

•  Producing regular sales and commercial performance reporting

•  Analysing pipeline data, trends, risks and opportunities

•  Developing dashboards and visualisations for business decision-making

•  Improving reporting efficiency, data quality and accessibility

Accountabilities and Responsibilities

•  Produce and maintain weekly, monthly and quarterly sales performance reports

•  Analyse sales pipeline data and provide insights into trends, risks and opportunities

•  Monitor commercial KPIs including revenue, pipeline value, conversion rates, win/loss performance, product performance and customer retention

•  Support sales forecasting activities and performance reviews

•  Gather, validate and analyse data from multiple business systems

•  Develop dashboards and visualisations to support business decision-making

•  Identify trends, anomalies and opportunities within datasets

•  Assist in automating reporting processes and improving data accessibility

•  Maintain high standards of data accuracy and consistency, investigating and resolving discrepancies

•  Support CRM and reporting system maintenance, data cleansing and enrichment activities

•  Identify opportunities to improve reporting efficiency and data management

•  Document commercial reporting procedures and methodologies

•  Support ad hoc analytical requests from senior stakeholders

Skills and Experience Required

The Person

• [Desired] A degree in Business Analytics, Data Analytics, Mathematics, Statistics, Economics, Business Management, Finance or a related discipline, or equivalent practical experience

• Strong analytical and problem-solving abilities with excellent attention to detail

• Strong numerical skills and the ability to interpret commercial data

• Ability to communicate findings clearly to non-technical stakeholders

•  Strong organisational and time-management skills, with the ability to prioritise multiple tasks

•  Curious, commercially minded and eager to learn

•  Proactive, solutions-focused and comfortable working independently and as part of a team

•  Experience working with sales or commercial datasets is desirable

•  Knowledge of pipeline management, forecasting, revenue reporting and KPI tracking is desirable

Skills

•  Strong Microsoft Excel skills, including PivotTables, XLOOKUP or INDEX/MATCH, SUMIFS, data validation, charts and visualisations

•  Experience or exposure to Power BI or Tableau.

•  Experience or exposure to CRM systems such as Salesforce, HubSpot, Microsoft Dynamics or similar

•  Familiarity with business intelligence and data visualisation concepts

•  Commercial awareness and strong written and verbal communication skills