Annuity BI Analyst

About Xerox Holdings Corporation
For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we’ve expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today’s global, distributed workforce. From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for our clients. At Xerox, we make work, work. Learn more about us at www.xerox.com

Role Summary: The Annuity Reporting & Business Intelligence Analyst is responsible for delivering sales operations reporting, calculations, and performance analysis to support annuity management and revenue optimization
The role analyzes customer demand, forecasts, and historical shipment data to identify trends and opportunities, enabling the business to maximize revenue with existing customers. This position acts as a key liaison between Sales Operations teams, including D365/SFDC Key Users, CDM Key Users, and Program Management, ensuring alignment, data accuracy, and reporting consistency across systems
In addition, the role provides support for internal programs, maintains reporting platforms, and proactively monitors data integrity
Functional / Technical Competencies:

• Sales operations reporting, forecasting, and performance analysis
• Customer demand analysis and trend identification
• Advanced Microsoft Excel (PivotTables, formulas, charts)
• Data visualization tools (Power BI or similar)
• CRM and ERP systems (SAP, Microsoft Dynamics 365, Salesforce)
• Data integrity monitoring and validation
• Dashboard creation and reporting automation
• Cross-functional collaboration

Key Responsibilities:

• Deliver accurate and timely sales operations reporting and insights
• Analyze customer demand, forecasts, and historical shipment data
• Develop and maintain dashboards and reports
• Monitor inventory levels and shipment activity
• Support CRM-related data uploads and reporting
• Act as liaison between Sales Operations and stakeholders
• Coordinate territory planning and sales cadence reporting
• Ensure data accuracy and integrity across reporting systems
• Support internal programs and reporting platforms
• Provide ad hoc analysis and reporting support

Key Outputs / Tangible Results:

• Accurate and timely reports
• Improved visibility of demand trends
• High-quality dashboards
• Maintained data integrity
• Efficient reporting processes

Organizational Strategies & Objectives:

• Support revenue growth
• Enable data-driven decision-making
• Improve reporting accuracy
• Strengthen collaboration

Relevant Credentials:

• Bachelor’s Degree in Business Administration or related field

Must Haves

• Advanced Excel skills
• Strong data analysis experience
• Analytical and problem-solving skills
• Cross-functional collaboration
• Strong communication
• High attention to detail

Nice to Haves:

• Power BI experience
• CRM systems knowledge
• Sales Ops or Finance exposure
• SQL/database knowledge
• Global environment experience

Role Considerations:

• Location: Cebu
• Work Setup: Hybrid
• Work Schedule: Monday to Friday | EMEA shift
• Supports Sales Operations and Annuity functions
• Evaluated against standardized competencies

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