The Reporting Analyst plays a critical role in transforming raw CRM data into clear actionable insights that support
operational performance client reporting and strategic decision-making.
Working within a fast-paced doctor locum recruitment agency this role is responsible for extracting data building
accurate and reliable Excel-based reports and ensuring the business has full visibility over consultant activity client
engagement placement trends and compliance metrics.
Main duties and responsibilities
Data Extraction & Management
Extract clean and organise data from Eclipse CRM for regular and ad-hoc reporting needs.
Maintain accurate and up-to-date datasets covering placement activity candidate pipeline client usage
revenue and compliance.
Identify and resolve data inconsistencies or gaps before reporting.
Excel-Based Reporting
Build and maintain robust Excel-based dashboards trackers and reports.
Use advanced Excel functions (e.g. VLOOKUP INDEX-MATCH pivot tables conditional formatting
macros) to analyse data efficiently.
Automate repetitive reporting tasks using formulas or scripts where possible.
Internal Reporting
Provide daily weekly and monthly performance reports for internal and external
Deliver insights on KPIs such as fill rates time-to-fill client utilisation and incentives.
Work closely with the Sales Manager and Operations Manager to ensure visibility on key performance
metrics and forecasting.
External / Client-Facing Reporting
Prepare accurate professional reports and summaries for hospital clients regarding usage state-based
placements upcoming placements and cost breakdowns featuring YoY and QoQ reporting.
Customise reports to suit client requirements and ensure delivery within agreed timelines.
Collaborate with Operations manager and Sales Manager to provide data for client meetings audits
tenders and monthly Management Meetings.
Data Integrity & Compliance
Maintain high standards of data accuracy completeness and consistency.
Assist with audit prep by ensuring locum data (e.g. placement dates hours billing codes) are properly
logged and reported.
Support compliance reporting (e.g. credential expiry dates credentialing turnaround times) as required.
Process Improvement & Collaboration
Identify inefficiencies in current reporting processes and suggest improvements or automation.
Collaborate with consultants compliance finance and leadership to refine data collection and reporting
workflows.
Stay across changes in data requirements or reporting structures and adapt reporting templates
accordingly.
Skills & competencies
Problem-solving: proactive approach to identifying issues and implementing practical solutions.
Communication: effective verbal and written communication skills able to convey complex information
clearly to different audiences.
Attention to detail: meticulous in conducting reports and audits and reviewing processes to ensure
compliance and accuracy.
Organisation: ability to manage multiple tasks and priorities simultaneously with a structured and
methodical approach.
Collaboration: strong team player who works well with operations management and other
departments.
Adaptability: comfortable handling a variety of ad hoc projects and shifting priorities in a dynamic
environment
Willingness to learn and keep up with changing and updating automations and AI
Personal attributes
Willingness to help others
Professional approach.
Ability to work under pressure.
Organisational and time management skills.
Excellent attention to detail.
Proactive and self-motivated
Other
IT proficiency essential
Strong background in data analysis and Excel reporting Advanced Excel skills including VLOOKUP, INDEX-MATCH, pivot tables, conditional formatting, and macros Experience in extracting and managing data from CRM systems (Eclipse CRM preferred) Strong analytical and problem-solving skills Proven ability to create clear and professional reports for both internal teams and external clients Familiarity with compliance and audit reporting Knowledge of automating reporting tasks using Excel formulas or basic scripting Excellent attention to detail and data accuracy Strong verbal and written communication skills Ability to manage multiple priorities and meet deadlines