Business Intelligence and Office Automation Analyst

Are you a data-driven thinker with a passion for solving real-world business challenges? At Swagelok Northwest, we’re looking for a curious and motivated early-career professional to join our team as a Business Intelligence and Automation Analyst. In this role, you’ll be at the intersection of technology and strategy—building dashboards, optimizing data pipelines, and uncovering insights that directly influence leadership decisions. You’ll work hands-on with tools like Power BI, SAP B1, and HubSpot, while gaining exposure to automation and AI technologies in a collaborative, mentorship-driven environment. This is more than just an entry-level position—it’s a launchpad for your career in data analytics and digital transformation.

What sets this opportunity apart is the chance to grow alongside a forward-thinking IT / IS team that values innovation and continuous learning. You’ll be empowered to lead automation initiatives, streamline reporting processes, and contribute to the development of intelligent systems that improve operational efficiency. Whether you're refining SQL queries, mapping workflows, or designing predictive models, your work will have a tangible impact across departments. If you're ready to build a strong foundation in business intelligence while expanding your skills in automation and AI, Swagelok Northwest is the place to start your journey.

Onsite Schedule : Monday - Friday, 7 : 30 a.m. - 4 : 30 p.m.

FLSA status : Exempt

Office Location : 2515 SE Mailwell Drive, Milwaukie, OR 97222

Reports to : Director of Information and Computer Systems

POSITION SUMMARY

The Business Intelligence and Office Automation Analyst serves as the analytical and technical link between Swagelok Northwest’s business operations and its technology infrastructure. This position enables leadership to make data-driven decisions through reliable reporting, pricing insights, and integrated data systems. The role will manage data models, integration pipelines, and performance reporting across SAP B1, Power BI, and HubSpot to ensure accuracy and timeliness. By taking ownership of data analysis and reporting operations, this position enables the Director of Information and Computer Systems to focus on strategic advancements, automation, and AI readiness. AI experience is not required; the successful candidate will have the opportunity to develop those competencies under the mentorship of the Director of Information and Computer Systems. The role will collaborate closely with the Director of Information and Computer Systems to expand automation and AI capabilities, learning to design and deploy predictive and intelligent systems that enhance operational efficiency.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Develop, maintain, and optimize business intelligence dashboards, data models, and reports using Power BI and SAP B1.
• Conduct pricing, margin, and revenue analysis to support leadership decision-making and profitability strategies.
• Design, document, and manage data pipelines and integrations between SAP B1, HubSpot, Power BI, and other core systems.
• Document, evaluate, and optimize business processes across departments to identify and implement automation opportunities.
• Partner with stakeholders to map workflows and assess how technology can improve efficiency, accuracy, and scalability.
• Create, troubleshoot, and maintain SQL queries and SAP reports ensuring data accuracy and reliability.
• Collaborate closely with the Sales Operations Manager to align backend data structures with Power BI dashboards used by Sales, Marketing, and Finance teams.
• Support Director of IT / IS in automation and digital transformation initiatives, exploring process improvement through Power Automate, APIs, and predictive analytics opportunities. Lead pilot projects to automate manual data collection, reporting, and approval processes. Design and implement workflow automations using low-code tools such as Power Automate or through API integrations.
• Establish and enforce data governance standards, improving data quality, consistency, and security across the organization.
• Translate business requirements into technical and analytical solutions through collaboration with stakeholders across departments.
• Develop standardized reporting templates and operational metrics for recurring and ad hoc business needs.
• Prepare concise visual reports and executive summaries that communicate insights effectively to non-technical stakeholders.
• Success in this role is measured by improved data reliability, reduced manual reporting, and increased automation adoption across departments.
• Identify and implement automation opportunities to eliminate manual reporting and streamline workflows.
• Provide cross-functional department technical support when needed.
• Perform all other duties as assigned or delegate.

CORE COMPETENCIES

KNOWLEDGE, SKILLS, AND ABILITIES

Education : Bachelor’s degree in Business Analytics, Information Systems, Computer Science, Finance, or related field (or equivalent experience).

Experience : 2+ years of progressive experience in business or data analysis, preferably within a technical or manufacturing environment.

Required Skills :

Preferred Skills :

EQUIPMENT AND SOFTWARE REQUIREMENTS

Proficiency using Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Outlook).

Experience with SAP B1, Power BI, HubSpot, SQL, and Power Automate. Familiarity with data integration tools or scripting languages preferred.

WORKING CONDITIONS AND PHYSICAL DEMANDS

Seated workstation in an office environment. Operation of keyboard and standard office equipment for extended periods. Some travel required, including occasional overnight stays.

TRAINING

Training requirements are outlined in the New Associate Training Guide, located on the HR Silo of the HUB. Associate training history is stored on the SQS Silo of the HUB.