drjobs Reporting Analyst Spreadsheets Hybrid AU Ortigas

Reporting Analyst Spreadsheets Hybrid AU Ortigas

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1 Vacancy
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Jobs by Experience drjobs

3years

Job Location drjobs

Pasig - Philippines

Monthly Salary drjobs

40000 - 70000

Vacancy

1 Vacancy

Job Description

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

Requirements


Experience and Skills
  • 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

Tools

  • Proficient in Microsoft Excel

  • Experience with CRM systems is a plus but not needed

  • General IT proficiency is a must



Benefits

Setup and Location: Hybrid - Ortigas Pasig City
Work Schedule: 9:00 AM-6:00 PM (AEDT) 7:00 AM-4:00 PM (PH Time)
Employment Type: Full-Time

Benefits
Why You ll Love Working Here
HMO Dental and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
Paid Leaves: Birthday Vacation Medical and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
Employee Engagement Activities: Year-End Party Family Day Team Building and more!

Let s Talk
If you re thinking this sounds like me it probably is. Click apply. We can t wait to meet you.

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

Employment Type

Full Time

Company Industry

About Company

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