Area Business Analyst (Southwest)

Overview

Manage regional programs, projects, training, reporting, and executive support for Southwest region.

Key Responsibilities

• monthly reporting
• system implementation
• process documentation
• financial monitoring
• sales tracking
• system audits

Tasks

-Managing monthly reporting including consolidation and reconciliation of Growth Report to verify booking and jobs cancelled ensuring risk or loss cases created/assist with submission; regrading retrofit; consolidated risk reports -Function as the primary contact for management, end-users and programming staff on all issues related to the Operations system, any/all new system roll-out and implementation and solve problems associated with any system implementations across all branches -Review and consolidate monthly regional Net Promoter Scores post-closing and follow up with appropriate parties confirming customer engagement -Responsible for ensuring all region employees are properly trained in all Regional/Branch processes and procedures to effectively execute their job responsibilities consistently throughout the Region. The Area Business Analyst/Office Managers is responsible for managing regional programs, projects, system roll outs and process changes throughout the region. Provides support to the Regional President with meetings, presentations and interacting with internal and external customers. -Reviews Profit and Loss, budget and other financial reports to monitor performance within the region to ensure monthly goals are met or exceeded and cancellations are controlled. -Support Branch Managers with analyzing, capturing/communicating quarterly sales performance by tracking and maintaining the sales matrix. -Identity theft monitoring -Assist/Manage/Train/Develop Branch Admin Staff and new employees -Analyze and prepare forecasts for booking and quoting activity. Includes reviewing sales reports; identify top and under performers -Review and facilitate regional New Installation Maintenance reviews on a monthly basis -Provide functional expertise and consultation to the users. Serve as the escalation for the branches when help and clarification on processes and procedures, as needed. -Create and update business process documents and maintain documentation and lessons learned, best practices, and quality improvement documentation. -Fosters a culture of compliance by ensuring organizational processes are followed and function efficiently throughout the region -Communicates between Shared Services and the branches to ensure that proper processes are being followed -Completes a broad variety of executive support for the Region President including managing calendar meetings; completing expense reports; composing and preparing correspondence; managing complex and detailed travel plans, itineraries and agendas and preparing presentations and documents for meetings. -Managing customer and vendor relations including managing local community outreach initiatives and engagement activities. -Reviewing and analyze branch compliance towards service excellence goals through regular audits of Sales/Customer tracking Systems & Tools (such as customer visitations, quality audits, capital planning, TK Extend, expired opportunities and pipeline management). May also manage on hold reports, retrofits and inventory control -Oversite and management in reviewing/auditing the fleet report, review inappropriate use and escalate -Assist with Inventory, as well as submission of updating the ledger

Requirements

• crm
• excel
• access
• powerpoint
• bachelor’s
• communication

What You Bring

-Ability to work independently and multi-task with limited supervision. -Experience with a customer relationship management tool is preferred. -Excellent verbal and written communication skills. -Bachelor’s Degree preferred and 5 years related experience working in executive/office management; or an equivalent combination of education and work experience. -Advanced skills in MS Excel, Access and PowerPoint, with the ability to build, modify and manipulate complex spreadsheets and databases.

People Also Searched For

Benefits

-Pet insurance -11 paid holidays each calendar year (10 fixed, 1 floating) -Optional life and AD&D coverage -Tuition reimbursement -401(k) Retirement Savings Plan with company match: Employees can contribute a portion of their pay on a pre-tax or Roth basis. The company provides a dollar-for-dollar match on the first 5% contributed. -15 days of vacation per year -Health savings account (HSA) -Flexible spending accounts (FSA) -Paid sick leave, per company policy -Company-paid short- and long-term disability insurance -Company-paid Employee Assistance Program (EAP) -Supplemental medical plans -Company-paid basic life insurance and AD&D -Up to six weeks of paid parental leave (available after successful completion of 90 days of full-time employment) -Optional spouse and dependent life insurance -Medical, dental, and vision coverage

About Tk Elevator

-Founded with a passion for transforming vertical transportation, the company has grown into a global leader in the elevator and escalator industry. -Providing cutting-edge mobility solutions, they offer a wide range of elevators, escalators, and moving walks designed for both modern and historical buildings. -With a strong presence in more than 100 countries, their reach is global, yet their approach remains focused on local expertise and customer satisfaction. -Typical projects include high-rise residential buildings, commercial skyscrapers, and busy transportation hubs like airports and train stations. -The company is renowned for its innovative designs, sustainability initiatives, and advanced safety features, setting new industry standards. -A standout project involved retrofitting historic buildings with state-of-the-art elevator systems that blend seamlessly with classical architecture. -The company continuously invests in digitalization and smart technologies, delivering next-generation solutions for efficient, reliable mobility.

Sector Specialisms