• Business Analyst II - EPS

    Insight Global (San Ramon, CA)


    Job Description

    We’re looking for a proactive and detail-oriented Documentation & Reporting Analystt to support efforts related to encroachment permitting and coordination with agencies across the City and County of San Francisco. This role will focus on improving internal processes and supporting cross-team collaboration through effective reporting and data management.

    Key Responsibilities

    Use Salesforce to pull data and generate metrics that support operational insights and performance tracking.

     

    Edit and manage reports within Salesforce to ensure accuracy and relevance.

     

    Build and maintain dashboards and visual reports using Power BI to support team decision-making and transparency.

     

    Identify opportunities to improve clarity, consistency, and efficiency across documentation and reporting processes.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    Experience supporting operational or administrative processes, ideally within a government or infrastructure-related setting.

     

    Proficiency in Salesforce, including data extraction and report editing.

     

    Familiarity with Power BI or similar reporting tools.

     

    Strong communication skills with the ability to simplify complex processes for a variety of audiences.

     

    Highly organized with strong attention to detail and follow-through.

     

    Understanding of permitting processes or municipal coordination is a plus. Experience working with cross-functional teams.

     

    Ability to manage multiple projects and priorities.

     

    Comfort working in a fast-paced, collaborative environment.