Technology Portfolio Reporting & Analytics Lead

Role Overview

• Develop and interpret information that supports executive decision-making, policy formulation, growth projections, and portfolio oversight, with a strong focus on technology investments and operational performance.
• Own the end‑to‑end reporting and analytics lifecycle, including data sourcing, pipelines, models, dashboards, and access controls, to ensure stable, reliable, and consistent executive reporting outputs.
• Analyze data from multiple sources to produce a comprehensive view of business, financial, and operational performance on weekly/monthly/quarterly cadences.
• Design, create, and deliver executive‑ready reports, dashboards, and presentations, translating complex data into clear narratives and actionable insights for senior leadership and the Board.
• Develop recommendations and prepare written and oral presentations that synthesize insights into decisions, highlighting trends, risks, opportunities, and required actions.
• Evaluate investment performance and ROI, track progress against strategic objectives and forecasts, and identify root causes behind variances and emerging trends.
• Implement and maintain data, governance, hygiene and quality processes; proactively monitor accuracy, consistency, and reliability of reporting, and drive continuous improvement.
• Develop performance measurement framework and analytical tools to improve operational efficiency and maximize value realization from technology and operational investments.
• Coordinate revenue and budgeting processes; establish and maintain high standards for data quality, efficiency, and consistency, and reporting cadence.
• Establish effective analysis of business trends and end-to-end processes to identify significant variances and underlying driver, recommend corrective actions to management.
• Collaborate with business partners and cross-functional teams to define reporting standards, best practices and scalable standard operating procedures.
• Continuously assess resource utilization and capacity and make data-driven recommendations to ensure an optimal and sustainable support model.
• Lead analytical and reporting initiatives from concept through execution, coordinating stakeholders and driving measurable outcomes with a proactive, execution‑oriented mindset.

Requirements

• BA/BS Degree required
• Proven experience analyzing, interpreting, and synthesizing complex data into measurable, actionable insights and recommendations that support leadership decision-making.
• Strong proficiency in Excel, including analysis of large data sets, with the ability to own and drive independent cross-functional analyses across multiple online and offline data sources.
• Experience in Operations support or equivalent roles (e.g. Finance, Business Operations, Strategy, Sales, Sales Operations, Account Management, Sales Planning, Ad Operations, or Consulting).
• Demonstrated ability to prepare and present executive-ready reports, dashboards, ROI analysis, forecasts, trends, and recommendations, with the ability to see beyond the numbers and translate insights into clear narratives.
• Ability to influence without authority and operate as a trusted advisor to internal partners, including senior and executive-level stakeholders.
• Project management experience, including establishing a project vision, coordinating cross-functional partners, and driving work from concept through execution.
• Strong organizational and prioritization skills; highly accountable and detail-oriented, with the ability to manage multiple projects and ad-hoc requests simultaneously.
• Demonstrated ability to consistently deliver quality outputs in a fast-paced, and sometimes ambiguous environment, work to tight deadlines.
• Exceptional written, oral, and visual communication skills, with comfort communicating complex information to executive and Board-level audiences.
• Strong interpersonal skills and ability to work independently, take initiative, and exercise sound judgement.
• Familiarity with data governance, data quality, and controls, ensuring accuracy, consistency, and reliability of reporting.

Benefits

• Health benefits to include Medical, Dental and Vision
• Company match 401k
• Eligibility to participate in Employee Stock Purchase Plan
• Eligibility to earn commissions/bonus based on company and individual performance
• Flexible paid time off (PTO) and sick time