Data and Reporting Analyst, Principal

Data and Reporting Analyst – Revenue Accounting (U.S.-Based)

Position Overview
The Data and Reporting Analyst will be responsible for analyzing, organizing, and reporting on revenue-related data to support key decision-making within the Revenue Accounting team. This role requires strong technical skills, including proficiency in Salesforce, Right Rev, SQL, and data visualization tools, to provide actionable insights and ensure data integrity. The successful candidate will partner with cross-functional teams to create and maintain reports, dashboards, and analytics that drive revenue performance visibility. With a focus on leveraging data to streamline processes and improve reporting accuracy, this role is ideal for a detail-oriented professional with a background in revenue reporting and a passion for data analysis.

What you'll be doing:

• Develop, maintain, and optimize revenue-related reports using tools such as Salesforce, RightRev, SQL, Excel, and data visualization platforms (e.g., Power BI, Tableau).
• Extract and analyze Salesforce and RightRev data to support revenue recognition and reporting needs, ensuring accuracy and compliance with accounting standards (ASC 606).
• Collaborate with the Revenue Accounting team to design and deliver customized reports, dashboards, and revenue performance metrics.
• Conduct regular reviews of data integrity within Salesforce and other systems, ensuring completeness and alignment with financial records.
• Support the month-end close process by preparing data-driven insights and validating revenue journal entries.
• Identify opportunities to automate reporting processes and improve the quality of revenue data management.
• Perform ad-hoc data analysis and provide insights to Finance, Sales, and Executive teams to support decision-making.
• Stay up to date with developments in Salesforce reporting and best practices in revenue reporting.

What you'll likely bring:

• Bachelor’s degree in Data Science, Accounting, Finance, or a related field.
• 5+ years of experience in data analysis, financial reporting, or revenue reporting, ideally in a SaaS or technology environment.
• Proficiency in Salesforce reporting and data extraction is essential.
• Advanced skills in SQL and Excel, including pivot tables, lookups, and data modeling.
• Experience with data visualization tools (Power BI, Tableau) is strongly preferred.
• Strong understanding of revenue reporting processes and familiarity with ASC 606.
• Highly detail-oriented with excellent problem-solving skills.
• Ability to communicate effectively with technical and non-technical stakeholders.

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About Epicor 

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. 

We’re Proactive, Proud, Partners.  

Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits 

• Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being. 

• Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally. 

• Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development. 

• Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership. 

• Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect. 

• Global Mobility: Comprehensive support for international relocations and permanent residency processes.  

Equal Opportunities and Accommodations Statement  

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.  

We are an equal-opportunity employer.  

Range:

Minimum: $80,000.00 USD Maximum: $180,000.00 USD

The salary range provided reflects the national average for this job title and does not represent compensation specific to Epicor Software Corporation. Actual compensation will vary based on experience, qualifications, and market factors relevant to the position.

Recruiter:

Christi McCall