Reporting Associate

The Role: 

Carrot is seeking a Reporting Associate to join its Operations team. Reporting to the Manager of Technical Services, you will be primarily responsible for ensuring accurate and transparent analytics are consistently available to leaders and other key stakeholders, to deliver key insights and inform critical business decisions.  You will work closely with your colleagues on the Operations team, and collaborate with cross-functional leaders across the organization.  

As the ideal candidate for this role, you are adaptable in a fast-paced and fast-growing environment, demonstrate strong communication and problem solving skills, and have practical presentation skills to effectively visualize and articulate findings based on business data.  You have a tendency to pay close attention to small details that could impact results.  You effectively work within deadlines and have the flexibility to support special projects, as needed.  While this is a fully-remote position, you are open to periodic travel (no more than twice/year) for company and team events.  

This position is an individual contributor role. The key responsibilities include the following:

• 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 
• Manage the Customer SLA adherence process, which includes the following:
• Maintaining a current inventory of customers with committed SLAs
• Managing the reporting and analytics surrounding customer SLA reporting - including customer-facing reports and internal monthly and quarterly reporting of performance and financial impact for leadership
• Ensuring transparency into real-time KPI performance for team leaders
• 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 

The Team: 

The mission of the Carrot Operations team is to drive efficiency and position our customer-facing, member-facing, and broader operational teams across Carrot to provide best-in-class service to their constituents.  We support these teams to achieve established team-level KPIs, by:

• Managing the critical systems and tools our colleagues rely on to excel at their jobs - from procurement, business relationship management, setup, ongoing configuration and maintenance
• Providing governance and centralized management of key business functions to drive consistency and quality across the organization
• Driving cross-functional communication and collaboration - within and outside of the Operations department - to support business-critical processes and tools
• Proactively seeking out, defining, prioritizing, and executing on key initiatives that drive operational efficiency across all operational teams, and enabling the organization as a whole to scale in a fiscally responsible fashion.
• Bringing operational insights to life - defining, measuring, and reporting on department and team-level KPIs and performance goals

Minimum Qualifications: 

• 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

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

Compensation: 

Carrot offers a holistic Total Rewards package designed to support our employees in all aspects of their life inside and outside of work, including health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position will range from $70,000-$80,000. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.