Data Entry Admin (PowerBI)

The Portfolio Group

Oct 4

Applications are closed

Job
Full-time
Junior Level
Data
Business, Operations & Strategy
Manchester

Requirements

Using Excel and Power BI to a high standard including report creation, VLOOKUPs and pivot tables.
Ability to organise and prioritise workload accordingly to ensure work is completed within a timely manner, and to work as part of a team to ensure all work is completed within SLA.
Excellent attention to detail, problem analysis and problem solving.
Knowledge of working with databases.
A minimum of 1 years' experience working in a similar role.
Create data dashboards, graphs and alternative visualisations.
To ensure effective communication is always maintained.
Able to work on your own initiative and as part of a busy team,
Demonstrate ability to multi-task and work productively to deadlines.
Good analytical skills.
Detailed understanding and working knowledge of Microsoft packages.
Experience of using CRM systems i.e Salesforce.
The ability to apply knowledge in a practical, commercial manner.
Knowledge or experience of overseeing or working within an MI project role.
Knowledge or experience of working with Power BI or SQL.

Responsibilities

Support the wider business, partners, existing clients, and new business with MI reporting.
Support in maintaining contractual SLA's to all internal and external customers.
Support in providing ad-hoc reports and usage requests.
Review MI for themes, trends, and analysis reporting.
Preparation of monthly and quarterly client reports, ensuring SLAs of 5, 10 and 15 working days have been adhered to.
Preparation of bespoke client reports as required, such as, benchmarking, utilisation reports and relationship management reports.
Work with the MI lead and CSM to identify and articulate key opportunities for analytics driven improvement across the business.
Building, testing, and implementing new reporting systems, to better support management and the wider business to enable them to make sound business decisions.
Providing operational analysis, reports, and recommendations to the business with a purpose to optimise operational resources against demand in all areas across the business.
Identifying opportunities for process improvement to increase automation and reduce the risk of human error.
Monitor and audit data quality, ensuring the correct tasks are set within the CRM.
Support and answer queries in the MI mailbox within SLA.

FAQs

What is the primary responsibility of the Data Entry Admin role?

The primary responsibility is report creation for both internal and external stakeholders, specifically pulling Management Information (MI) data from Salesforce to create reports for business owners and service users.

What experience is required for this position?

A minimum of 1 year’s experience working in a similar role is required, with a strong background in using Power BI and Excel.

What tools or software will I be using in this role?

You will be using Power BI, Excel, and Salesforce, among other Microsoft packages and possibly SQL.

Can you describe the work environment?

The work environment is fast-paced and busy, ideal for individuals who enjoy challenges and solving problems while being part of a supportive team.

What types of reports will I be preparing?

You will be preparing monthly and quarterly client reports, as well as bespoke reports such as benchmarking, utilization reports, and relationship management reports.

Are there opportunities for career development in this role?

Yes, the company places a strong emphasis on training and development, providing resources and unlimited opportunities for career growth.

What essential skills are needed for success in this position?

Essential skills include high proficiency in Excel and Power BI, excellent attention to detail, problem analysis, and the ability to prioritize and organize workload effectively.

What are the working hours for this role?

The specific working hours are not detailed in the job description, but it implies adherence to contract SLAs of 5, 10, and 15 working days.

Is experience with CRM systems required?

Yes, experience with CRM systems, particularly Salesforce, is desired.

What should I do if I identify opportunities for process improvements?

You are encouraged to identify opportunities for process improvement to increase automation and reduce the risk of human error as part of your responsibilities in this role.

The Portfolio Group

Specialists in Credit Control, HR & Reward, Payroll & Procurement recruitment across the UK & Ireland.

Human Resources

Industry

51-200

Employees

1988

Founded Year

Mission & Purpose

The Portfolio Group is a specialist recruitment agency that focuses on placing professionals in payroll, HR, credit control, and procurement roles. Their mission is to connect exceptional talent with leading companies, ensuring the right fit for both candidates and employers. The agency's purpose is to provide tailored recruitment solutions that meet the unique needs of businesses, helping organisations build strong, effective teams while supporting professionals in advancing their careers.