Description

· Required skills: SQL - pulling data from either ERP - Monarch and Iquote - quotation software

○ Extracting data from FEdEX and UPS freight systems

o The quality of inaccuracy of invoicing and shipping from them is not good

o Strong SQL experience - extremely good in Excel and Python

o Doing stuff in AI

o Helpful if they understand what OTC means - helpful to understand the impact - understanding they are making custom packages for customers not Widgets

o Every single order they intake is unique - it is critical that they get the processes correct along the way.

o Complexity is they idealize the product for the product /Design for the packaging - this is where they have leakage and inaccuracies in billing - then they will do additional work - and not always getting billed

o Use I Quote on the front end - then that feeds to Monarch - they currently have workaround in Excel - they have a high value capture - rapidly trying to improve the process- don't want to have bandaids on it - make sure they fix it.

o I.E inflation - how are we billing inflation - they aren't billing for it. Rapidly trying to get data to determine what the impacts are - Stood up enterprise reporting to get a BI team and get governance and oversight

o Someone who can be part of the team - can be a few years if they are very sharp - 10-15 years of experience is ideal

o Someone who can take direction and be part of the team -here is this data set and figure out - matching- using fuzzy matth - this should appear with this - that was a disaster when you look at three months

o Analyzing quoting data, operational data, sales data. - Identifying opportunities with financial leakage.

 
Key Responsibilities

Extract, integrate, and analyze data across operational systems.
Build and optimize SQL-based data models to align quoting, production, and billing data
Perform data matching and reconciliation
Identify and quantify revenue slippage across the Order-to-Cash (OTC) lifecycle
Analyze operational and sales data to uncover missed revenue opportunities
Develop advanced analytics using Excel and Python to validate findings
Partner with stakeholders across Finance, Operations, and IT to translate insights into action
Support improvements in data governance, reporting standards, and BI frameworks
Contribute to scalable, long-term solutions that eliminate manual workarounds

Required Experience

7–15+ years of experience in data analytics, business analysis, or related roles
Advanced SQL expertise (required)
Strong proficiency in Excel and Python for data analysis and automation
Experience working with ERP systems and quoting/order management platforms
Proven ability to work with messy, inconsistent datasets and derive actionable insights
Experience identifying and quantifying financial or operational leakage
Understanding of Order-to-Cash (OTC) processes and downstream impacts
Strong problem-solving mindset with the ability to work independently and drive analysis

Key Skills

Education

Bachelor's degree