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.

This is a fully remote role and you do not need to be based out of Chicago.

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 evaluate and enhance reporting processes to improve automation, accuracy, and scalability.
  • Stay updated with industry trends, including the use of AI and machine learning to automate code generation, enhancing reporting tools and processes.

Qualifications

• Education:
  Bachelor’s degree in Data Science, Statistics, Mathematics, Economics, or a related field.
• Experience:
  • Multiple years of experience working with Excel and VBA, including creating automated reporting solutions and complex models.
  • Proven experience in data analysis, organization, and cleaning, with a track record in report creation with automation.
  • Strong understanding of advanced Excel formulas, such as INDEX-MATCH, ARRAY formulas, SUMIFS, OFFSET, INDIRECT, and XLOOKUP.
  • Experience in market research and/or experience managing large data files from various sources.
• Technical Skills:
  • Expertise in Excel, including advanced functions, VBA scripting, and report automation.
  • Skilled in creating visually appealing charts and tables in MS Office applications to effectively communicate data insights.
  • Knowledge of R and/or SPSS statistical packages for advanced data analysis.
  • Experience using AI tools to generate code for data manipulation and report generation is a plus.
• Soft Skills:
  • Strong organizational and project management skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and remotely while managing multiple priorities in a fast-paced environment.
  • Collaborative mindset, with the ability to contribute effectively as part of a team

Additional Information

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state or local protected class. 

Pay Transparency Non-Discrimination Notice – Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 

The expected base salary for this position ranges from $75,000-$80,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.  

All your information will be kept confidential according to EEO guidelines.

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