Data Analyst

The Revenue Operations Intelligence team supports Marketing and Commercial groups by delivering reliable reporting, trusted metrics, and consistent insights that keep the business running and informed. As a Data Analyst, you will focus on core reporting and ongoing operational analytics (KTLO) that enable teams to monitor performance, track trends, and make informed operational decisions.

As a Data Analyst, you will own core reporting and ongoing operational analytics (KTLO), enabling teams to monitor performance, identify trends, and make informed day-to-day decisions.

This role is ideal for an analyst who thrives in reporting ownership, data quality, documentation, and stakeholder support, and who can independently manage recurring analytics needs while maintaining high standards for accuracy and consistency.

Primary Job Responsibilities:

• Own and maintain recurring reporting and dashboards used by Revenue Operations and business stakeholders

• Ensure ongoing reliability, accuracy, and timeliness of core reports and metrics (KTLO)

• Monitor reporting pipelines and dashboards for data quality issues, breakages, or anomalies

• Respond to recurring and ad hoc reporting requests with speed and precision

• Maintain documentation for reports, dashboards, metric definitions, and data source

• Help define, maintain, and enforce metric definitions and business logic across reports

• Partner with Platform and Engineering teams to ensure accurate and consistent data collection

• Create audits and checks to ensure data hygiene and consistency across systems

• Identify gaps or inconsistencies in data and escalate recommendations for improvement

• Serve as a reliable analytics partner to Revenue Operations and business stakeholders

• Support stakeholder questions related to dashboards, metrics, and reporting interpretation

• Collaborate with analysts, platform teams, and engineering partners to support reporting infrastructure

• Contribute to analytics standards, best practices, and process improvements

• Support the vision and values of the company through role modeling and encouraging desired behaviors.

• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelor’s degree or equivalent experience required

• 2–5 years of experience in a Data Analyst or Reporting-focused Analytics role

• Strong proficiency in SQL, including writing complex queries for reporting and analysis

• Hands-on experience building and maintaining dashboards in Tableau or similar BI tools

• Strong attention to detail and commitment to data accuracy and consistency

• Ability to clearly explain metrics, trends, and reports to non-technical stakeholders

• Proficiency in Excel and standard productivity tools

• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily.

• Experience with Salesforce, Snowflake, or modern data warehouses preferred

• Experience supporting revenue, sales, or commercial reporting preferred

• Exposure to documentation standards, data governance, or analytics QA processes preferred

Working Conditions:

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.