BPO Team Performance Analyst

Being a Performance Analyst with PIVOTL

Ready to step into an operational role that ensures the integrity and consistency of our performance data across multiple platforms? At PIVOTL, our Team Performance Analysts are vital links in maximizing the effectiveness of our offshore team's performance and efficiency. This isn't just about spreadsheets; it's about providing accurate, timely data that management uses to make critical decisions about staffing, coaching, and project budgets.

The ideal candidate has a meticulous eye for detail, a passion for process execution, and the ability to manage and reconcile data across complex systems. PIVOTL offers you the opportunity to elevate your career by becoming the authority on our team's operational metrics.

Job Brief

As a PIVOTL Team Performance Analyst, your duties blend data management expertise with performance monitoring and reporting. Key responsibilities include, but are not limited to:

• Data Entry & System Updates: Routinely update data across multiple platforms and tools to ensure accurate, real-time tracking of team member activities, project statuses, and budgeted hours.

• Performance Monitoring & Reporting: Monitor the offshore team's daily and weekly performance against established KPIs (Key Performance Indicators). Generate weekly reports identifying top performers and flagging lower performers that require management attention.

• Project Budget Tracking: Maintain and report on project budgets, comparing actual hours worked to budgeted hours to identify potential overruns or efficiencies on client engagements.

• Quality Control & Compliance: Perform frequent data audits and reconciliations between systems to ensure the highest level of data accuracy, consistency, and compliance with internal reporting standards.

• Metric Documentation: Document and maintain clear definitions, sources, and extraction methods for all key performance metrics and data points used in reports.

Responsibilities

• 3 Years of Experience in a role requiring high-volume data entry, system administration, or performance reporting within a professional setting.

• 4 Years of Experience working with performance metrics, preferably within an accounting, finance, or BPO (Business Process Outsourcing) environment.

• Proven experience with data reconciliation and identifying data discrepancies across multiple platforms.

• Experience monitoring and reporting on a team's daily output, especially an offshore or remote team (3+ members) is strongly preferred.

• Exceptional attention to detail: Meticulous approach to data entry and report generation is essential.

• Expert-level familiarity with relevant software tools, online apps, and project management systems, particularly those with data export/import capabilities.

• Proficiency with data collaboration tools such as Microsoft Excel/Google Sheets (advanced), with a focus on pivot tables, VLOOKUPs, and data validation.

• Dedicated and reliable remote office setup, including a high-quality laptop with a video camera and headset.

• Demonstrated ability to maintain a positive, proactive, and can-do service attitude when providing reports to stakeholders.

Skills & Requirements

• 3 Years of Experience using QuickBooks Online (QBO).
• 4 Years of Experience working as a professional bookkeeper.
• Proven experience with Accrual Accounting.
• Experience leading or supervising a small team (3+ members) is strongly preferred.
• Exceptional communication skills; comfortable presenting and explaining complex financial terms to both clients and team members.
• Expert-level familiarity with relevant software tools, online apps, and project management systems.
• Proficiency with team collaboration tools such as Microsoft Teams or Slack.
• Dedicated and reliable home office setup, including a high-quality laptop with a video camera and headset.
• Demonstrated ability to maintain a positive, proactive, and "can-do" leadership attitude.
• We are looking for leaders who are detail-oriented, highly professional, and deeply committed to the success of their team and clients.

Frequently Asked Questions