Custom Reporting Lead

Company Description

PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries—a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare –perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world’s most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action. 

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood. 

• Energize the customer relationship: Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions. 
• Success starts with me: Personal ownership fuels collective success. We each play our part and empower our teammates to do the same. 
• Commit to learning: Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow. 
• Dare to innovate: We challenge the status quo with creativity and innovation as our true north. 
• Better together: We check our egos at the door. We work together, so we win together. 

Job Description

We are seeking a highly skilled and experienced Reporting Lead to join our dynamic team. The ideal candidate will play a pivotal role in transforming survey data and into comprehensive reports that meet the unique needs of our clients. This position requires advanced knowledge in report generation, managing large datasets, and attention to data quality. Proficiency in Excel and VBA is essential, with the ability to create charts and tables out of data sets and manage VBA code for a large-scale reporting infrastructure. Market research experience is desirable.

Key Responsibilities:

• Data Analysis & Reporting:
  • Analyze and interpret survey results to generate detailed, automated reports for clients.
  • Organize, clean, and manage large datasets, ensuring data integrity and accuracy.
  • Develop, automate, and maintain reports using Excel, VBA, and other tools to scale report creation efficiently.
  • Automate the generation of large-scale reports, streamlining data processing workflows across multiple datasets and projects.
• Report Automation & Data Management:
  • Build automated solutions to generate reports from various data sources, including data files and databases.
  • Create advanced Excel formulas (e.g., INDEX-MATCH, ARRAY formulas, SUMIFS, OFFSET, INDIRECT, and XLOOKUP) to build reports.
  • Leverage AI tools to create VBA scripts and other code that automates tasks and enhances reporting accuracy.
• Data Quality & QA:
  • Ensure data quality by conducting thorough checks and implementing quality assurance measures throughout the reporting process.
  • Develop and apply robust quality assurance (QA) practices, ensuring that all reports meet accuracy standards before delivery.
  • Regularly review automated workflows and troubleshoot errors to improve the reliability of the reporting process.
• Collaboration & Communication:
  • Work closely with cross-functional teams to understand client requirements and deliver customized reporting solutions.
  • Present data insights clearly and effectively to both clients and internal stakeholders.
  • Train and support junior analysts on report automation, data cleaning, and quality assurance techniques.
• Process Improvement:
  • Continuously evalua