Business Analyst, Commercial Data & Reporting
The Business Analyst, Commercial Data & Reporting at Confidential Client is an entry-level role focused on managing and ensuring the accuracy of distributor-sourced commercial data and developing reporting tools to track sales performance and program execution. This position supports cross-functional teams by maintaining data quality, creating Power BI dashboards, and assisting in financial reconciliations, providing critical insights to drive commercial analytics and continuous improvement initiatives within the company.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, IT.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an entry-level Business Analyst focused on commercial data and reporting. You will be a key contributor to commercial analytics, ensuring distributor-sourced data accuracy and building Power BI reporting that informs sales performance, program evaluation, and inventory/distribution tracking.
- Serve as the primary day-to-day resource for VIP distributor data (depletions, distribution, inventory, revenue, pricing, invoice adjustments).
- Build, maintain, and optimize Power BI dashboards, reports, and data assets to support sales performance, out-of-stock monitoring, and distribution tracking.
- Create and monitor data-quality tools and processes in Fabric and Power BI to ensure availability and accuracy of commercial data assets.
- Investigate and resolve discrepancies in depletion, distribution, revenue, and invoice data; coordinate with internal teams and distributor contacts as needed.
- Support distributor revenue and invoice adjustment reconciliation to maintain accurate visibility into commercial results and program spending.
- Develop standardized reporting templates, scorecards, and recurring business reviews for Sales, Finance, and Commercial leadership.
- Document data definitions, business rules, and reporting logic to ensure consistency and continuity.
- Support annual planning, KPI tracking, and ad-hoc analysis by compiling VIP and other data into actionable summaries.
- Provide user support and drive adoption of Power BI tools across cross-functional teams.
- Contribute to continuous improvement initiatives that streamline reporting and data workflows.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, Data Analytics, Information Systems, or a related field required.
- 0–2 years of experience in business analysis, sales analysis, reporting, finance, or a related analytical role; internships and academic projects count.
- Strong proficiency with Microsoft Excel required.
- Experience or exposure to Power BI and Fabric preferred; familiarity with visualization/reporting tools is a plus.
- Comfortable working with large datasets, structured files, and recurring reporting cycles.
- Analytical mindset with the ability to identify trends, errors, and exceptions in data.
- Excellent attention to detail, organization, and follow-through.
- Strong written and verbal communication skills; ability to collaborate across Sales, Finance, IT, and Commercial teams.
- Willingness to learn new systems, processes, and industry concepts in a fast-paced environment.
- Ability to work on-site in Napa, CA on a regular in-office schedule.
Compensation & Benefits
- Salary range: $75,000 - $100,000 per year (listed range; final offer will consider experience, training, education, and geographic location).
- Typical benefits include medical, dental, vision, life insurance, disability benefits, PTO, wellness programs, family-building benefits, and a 401(k) plan with potential discretionary profit-sharing contributions.
- Opportunities for professional development and career progression within Commercial Analytics and Continuous Improvement.
Working Conditions
- Full-time, on-site role based in Napa, CA.
- Fast-paced, collaborative team environment with recurring reporting deadlines.
- Extensive computer work and frequent coordination with cross-functional partners.
- Reasonable accommodations may be provided in accordance with applicable law.
Why Careertakes & Confidential Client
Careertakes supports this search as a third-party recruiting partner. This role is a great fit for early-career analysts or those new to beverage/CPG data who want hands-on experience with distributor-sourced data, Power BI, Fabric, and commercial analytics. You’ll work closely with experienced analytics leaders and cross-functional teams while gaining exposure to applied analytics and reporting best practices.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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