Data Analyst III
Role details
Job location
Tech stack
Job description
This role goes beyond traditional reporting and system support by driving data standardization, process consistency, and operational alignment across multiple programs. The Analyst will play a key role in ensuring that systems, reporting structures, and workflows are harmonized across portfolios, enabling improved decision-making, efficiency, and scalability.
You will act as a cross-functional liaison between Program Teams, IT, and Systems/Change Management groups to ensure consistent implementation of tools such as Microsoft Dynamics CRM and other program databases, Data Management & Reporting
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Maintain and enhance Microsoft Dynamics CRM and related program databases
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Develop and standardize dashboards, KPIs, and reporting frameworks across programs
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Produce daily, weekly, and monthly operational reports with a focus on consistency and accuracy
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Ensure alignment of data definitions, metrics, and reporting logic across all programs
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Perform data validation, quality checks, and reconciliation across systems Standardization & Process Improvement
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Lead initiatives to standardize workflows, reporting structures, and data governance practices across multiple programs
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Identify gaps and inconsistencies between programs and implement best practices and unified processes
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Develop and maintain standard operating procedures (SOPs) for data handling, reporting, and system usage
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Partner with leadership to define and track enterprise-level KPIs and performance metrics
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Drive continuous improvement initiatives to streamline operations and reduce manual effort
Systems & Configuration Support
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Act as a Super User for CRM systems (Microsoft Dynamics)
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Configure and maintain: o Workflows o Business rules o Security roles o Campaigns
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Manage user access, onboarding support, and role assignments
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Coordinate with IT on system enhancements, testing, and deployments
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Support business requirements documentation (BRDs) and system change requests
Cross-Functional Collaboration
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Work closely with program managers, IT teams, and stakeholders to align system and reporting needs
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Support onboarding and training of staff on standardized tools and processes
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Serve as a central point of contact for data, reporting, and system-related inquiries
Requirements
- Bachelor's degree in business, Data Analytics, Information Systems, or related field
- 3+ years of experience in data analysis, operations, or systems support
- Strong experience with CRM systems (preferably Microsoft Dynamics)
- Advanced proficiency in Microsoft Excel (pivot tables, formulas, data analysis)
- Experience with data visualization and dashboard tools (Power BI preferred)
- Demonstrated experience in process improvement and standardization initiatives
Key Competencies
- Strong analytical and problem-solving skills
- Ability to translate complex data into actionable insights
- Excellent organizational and time-management skills
- High attention to detail and data accuracy
- Strong communication and stakeholder management skills
- Team-oriented, adaptable, and proactive mindset
Preferred Qualifications
- Experience in energy efficiency or utility programs
- Familiarity with data governance frameworks and best practices
- Experience working across multiple programs or business units
- Knowledge of SQL or data querying tools
Benefits & conditions
- Must be eligible to work in the United States
- Must be a resident of New Jersey
Benefits*:TRC offers a competitive benefit package consisting of:
- Medical, dental, vision, and disability insurance.
- 401k package that includes both traditional and Roth IRA options and Company match.
- Paid time off contingent upon full time or part time status and level of seniority (ranging from 15 to 25 days per year).
- All full-time employees enjoy a minimum of 8 Paid Holidays per year.
- TRC ensures that all employees, including those that work part-time, receive paid sick, family, and disability leave in accordance with the laws of their state of residence.
*These benefits are applicable to US employees depending on their employment status (full time, part time, or temporary). TRC offers jurisdiction specific benefit packages for International and Puerto Rico employees.
Compensation: In accordance with local law, the below salary range is applicable for the job and location associated with this requisition. Compensation will vary based upon experience, education, skill level, geographical location, and other compensable factors.
Other Compensation:Employee may be eligible for participation in the Company's annual Discretionary Bonus Program which is contingent on Company, Business Segment, and Individual performance against Key Performance Indicators which vary by year and employee. Disclaimers
TRC is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business needs.We celebrate diversity and are committed to creating an inclusive environment for all employees.