<p>We are looking for a skilled Business Intelligence Analyst to join our team in Hartford County, Connecticut. In this role, you will leverage your expertise in data analytics and reporting to provide actionable insights that support key business decisions. The ideal candidate will excel in utilizing tools like Microsoft Power BI to create dynamic reports and dashboards, ensuring the organization’s data is both accessible and impactful.</p><p><br></p><p>Responsibilities:</p><p>• Design, develop, and maintain business intelligence dashboards and reports using Microsoft Power BI.</p><p>• Collaborate with stakeholders to understand reporting needs and translate them into actionable data solutions.</p><p>• Conduct thorough testing of reports to ensure accuracy and reliability.</p><p>• Manage database systems and ensure proper administration for optimal performance.</p><p>• Review and analyze data to identify trends, patterns, and opportunities for business improvement.</p><p>• Present findings and insights to stakeholders in clear and compelling formats.</p><p>• Set up and maintain workspaces in business intelligence tools to streamline reporting processes.</p><p>• Provide technical support and guidance to team members on BI tools and methodologies.</p><p>• Ensure compliance with data governance policies and best practices.</p>
<p><strong>Company Overview:</strong></p><p>Our team partners with innovative organizations to turn data into actionable business insight. We are seeking a detail-oriented Business Intelligence Analyst to support our client’s growth and decision-making through advanced analytics and reporting.</p><p><br></p><p><strong>Role Summary:</strong></p><p>As a Business Intelligence Analyst, you will analyze data, create dashboards, and collaborate with stakeholders to deliver insights that drive operational efficiency and business strategy. Your work will be critical in helping leaders make data-driven decisions and uncover trends that impact the organization’s success.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Translate business needs into technical data solutions and reporting requirements.</li><li>Develop and maintain dashboards using tools such as Power BI, Tableau, or other BI platforms.</li><li>Collaborate across departments to identify opportunities for leveraging data and process improvements.</li><li>Analyze large datasets to identify patterns, trends, and actionable insights.</li><li>Prepare visualizations and presentations to communicate findings and recommendations effectively.</li><li>Ensure the accuracy, integrity, and confidentiality of sensitive data.</li></ul>
Position: Data Analyst | Business Intelligence Analyst<br>Location: Kansas City, MO - Onsite<br>Salary: up to $95,000 base + excellent benefits<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>Join a thriving, financially strong manufacturing company that’s investing in data to drive smarter decisions and operational excellence. Our client is seeking a Data Analyst | Power BI Developer with experience to help transform raw data into actionable insights that fuel growth and innovation.<br>What You’ll Do:<br> · Build and maintain dynamic Power BI dashboards, reports, and data models<br> · Write and optimize SQL queries and stored procedures on SQL Server<br> · Partner with business stakeholders to understand reporting needs and deliver clear, impactful visualizations<br> · Ensure accuracy, performance, and security across BI solutions<br>What You Bring:<br> · 3+ years of hands-on experience with Power BI and SQL Server<br> · Strong skills in T-SQL, DAX, and Power Query<br> · Solid understanding of ETL processes and data warehousing<br> · Excellent communication and problem-solving abilities<br>Bonus Skills:<br> · Exposure to Azure SQL, Data Factory, SSIS/SSRS<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654 or mobile: 515-771-8142. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
Position: SENIOR CDP DATA ANALYST - Help Build a Smarter Connected Digital Experience<br>Location: REMOTE<br>Salary: UP TO $140K + EXCEPTIONAL BENEFITS<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>A nationally recognized company with a long history of success is launching a bold new digital initiative—and this is your opportunity to help shape it from the ground up.<br>This newly formed department is building a mobile-first product from scratch. It’s a greenfield, 0-to-1 launch with the pace and creativity of a startup, backed by the resources and stability of a Fortune 500 parent. The first MVP is nearing launch, and we’re assembling a team of 20 innovators to bring it to life.<br>As a Senior CDP Data Analyst, you’ll be a key player in designing and evolving a custom-built Customer Data Platform. Your work will unify customer insights across systems and empower smarter, faster decision-making across the organization.<br>What You’ll Be Doing<br> • Collaborate with data engineers, architects, and business stakeholders to define data requirements and use cases.<br> • Design data models and integration logic to support a unified customer view.<br> • Analyze customer behavior across platforms to uncover insights and segmentation opportunities.<br> • Build dashboards and visualizations that drive strategic decisions.<br> • Ensure data quality, consistency, and governance across the Customer Data Platform.<br> • Translate business needs into technical specifications and support iterative development.<br> • Advocate for data best practices and help standardize customer metrics across teams.<br>What You Bring<br> • 5+ years of experience in data analysis, with a focus on customer data and cross-platform integration.<br> • Advanced skills in SQL and Python, R, or similar languages.<br> • Experience with data visualization tools like Power BI or Tableau.<br> • Familiarity with cloud data platforms (Azure, AWS, GCP) and modern data warehousing.<br> • Strong communication skills and ability to work across technical and non-technical teams.<br> • Bonus: Experience with customer journey analytics, segmentation modeling, personalization strategies, and data privacy frameworks (GDPR, CCPA).<br>Why Join Now?<br> • Be part of a ground-floor team shaping a transformative digital product.<br> • Work in a fast-paced, agile environment with full executive support.<br> • Influence how data drives decisions across a nationally recognized organization.<br> • Enjoy the freedom to innovate—without legacy constraints.<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654 or mobile: 515-771-8142. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
We are in search of a Data Reporting Analyst in the legal industry, located in New York. The role involves handling and analyzing data, identifying trends, and supporting legal strategies and decision-making. The successful candidate will be expected to collaborate with various stakeholders, ensure data accuracy, and adapt to changing priorities.<br><br>Responsibilities:<br><br>• Handle and analyze medium to large datasets, extracting valuable insights to support legal strategies and decisions.<br>• Collaborate with various stakeholders to gather requirements, ensuring the maintenance of data accuracy.<br>• Develop and implement data systems and models, aiding in the identification and tracking of legal trends.<br>• Uphold compliance with data privacy and legal regulations, ensuring all data handling aligns with these standards.<br>• Regularly provide reports, ensuring the maintenance of data integrity.<br>• Adapt to changing priorities as required, demonstrating flexibility and the ability to manage multiple tasks.<br>• Utilize Apache Spark, Atlassian Jira, BusinessObjects Technologies, Erwin Data, and Gap Analysis tools effectively.<br>• Implement AB Testing, Agile Scrum, Analytics, Business Intelligence (BI), and Business Requirement Document skills in daily operations.
We are looking for a skilled Data Reporting Analyst to join our team in Cincinnati, Ohio. This long-term contract position offers an exciting opportunity to contribute to data-driven decision-making processes within the Personal Loans Marketing team. The ideal candidate will leverage their expertise in data analysis, reporting, and visualization to provide actionable insights and optimize marketing performance.<br><br>Responsibilities:<br>• Develop and maintain efficient data workflows to support marketing dashboards and reporting systems.<br>• Document data sources, definitions, and reporting logic to ensure consistency and governance.<br>• Optimize database queries and backend data processes to enhance scalability and performance.<br>• Conduct quality assurance checks to maintain data integrity and accuracy across reports.<br>• Automate recurring reports to monitor campaign metrics such as performance, conversions, and cost-per-acquisition.<br>• Collaborate with engineering and data science teams to streamline data pipelines and improve data quality.<br>• Design and implement interactive dashboards using tools like Tableau to visualize key performance indicators.<br>• Provide ad hoc data analysis and reporting to support marketing campaign decision-making.<br>• Ensure data models and workflows are scalable and align with business needs.
We are looking for a talented Data Analyst to join our team in Moline, Illinois. In this position, you will play a critical role in bridging the gap between business needs and technical solutions. Your expertise in data analysis and visualization will help drive informed decision-making across the organization, while fostering collaboration between various departments.<br><br>Responsibilities:<br>• Analyze business requirements and translate them into technical specifications to support data-driven decision-making.<br>• Develop and maintain data visualization dashboards using tools such as PowerBI and BusinessObjects Technologies.<br>• Collaborate with business units, IT teams, and security teams to ensure accurate data product creation and delivery.<br>• Perform gap analysis to identify opportunities for process improvement and optimization.<br>• Design and implement AB testing strategies to evaluate data solutions and drive performance.<br>• Utilize tools like Apache Spark and R Studio to process and analyze large datasets effectively.<br>• Act as a liaison between stakeholders to ensure alignment of data initiatives with organizational goals.<br>• Conduct thorough data storytelling to present insights in a clear and impactful manner.<br>• Uphold data confidentiality, integrity, and security standards in all interactions.<br>• Assist in Agile Scrum processes to ensure timely delivery of projects and updates.
We are looking for an experienced Business Reporting Analyst IV to join our team in Phoenix, Arizona. This is a long-term contract position that requires a detail-oriented individual who can analyze complex business data, deliver actionable insights, and contribute to process improvements. The ideal candidate will have a strong background in analytics, reporting, and database management, along with excellent communication and interpersonal skills.<br><br>Responsibilities:<br>• Analyze business data to identify trends, discrepancies, and opportunities for process improvement.<br>• Develop and maintain dashboards using business intelligence tools like Tableau and SQL Server.<br>• Collaborate with cross-functional teams to ensure the accuracy and effectiveness of reporting deliverables.<br>• Troubleshoot and resolve issues related to data discrepancies and reporting systems.<br>• Conduct research to support innovation and enhance reporting strategies.<br>• Design and implement validation plans to ensure data integrity and reliability.<br>• Utilize SQL and Oracle databases to extract, manipulate, and present data effectively.<br>• Provide clear written and verbal communication to stakeholders regarding findings and recommendations.<br>• Contribute to the development of new reporting frameworks and methodologies.<br>• Support process improvement initiatives by leveraging analytical insights.
We are looking for a skilled Analyst to join our team in McLean, Virginia. This role focuses on collecting, analyzing, and visualizing data to support accurate reporting and strategic decision-making. The ideal candidate will have a strong background in data manipulation, business intelligence tools, and systems analysis.<br><br>Responsibilities:<br>• Gather and interpret complex data to produce actionable insights for business decision-making.<br>• Create comprehensive reports and dashboards using data visualization software.<br>• Automate data processes to streamline reporting and improve operational efficiency.<br>• Collaborate with stakeholders to understand business needs and translate them into analytical solutions.<br>• Conduct detailed account analysis to ensure the accuracy and reliability of financial data.<br>• Identify trends and opportunities in data to support strategic planning efforts.<br>• Develop and maintain documentation for analytical processes and reporting tools.<br>• Provide recommendations to enhance data quality and optimize reporting systems.<br>• Stay updated on emerging technologies and methodologies in data analysis and visualization.
We are looking for a skilled Database Analyst to join our team in White Plains, New York. In this long-term contract position, you will play a vital role in managing database systems and supporting business operations within the insurance industry. The ideal candidate will have a strong technical background and a passion for optimizing data processes and tools.<br><br>Responsibilities:<br>• Provide technical support to business users, ensuring they can effectively utilize Oracle tools and take advantage of new functionalities.<br>• Conduct quality assurance testing for various projects, including new feature rollouts, bug fixes, and system upgrades.<br>• Collaborate with teams to design and implement database objects that support operational and analytical needs.<br>• Perform data analysis to identify trends and insights that drive business decisions.<br>• Develop and maintain dashboards and reports using business intelligence tools to enhance data visibility.<br>• Implement and manage backup technologies to ensure data security and recovery.<br>• Optimize database performance and troubleshoot system issues to maintain efficiency.<br>• Work with CRM systems to support data-driven customer relationship management processes.<br>• Utilize AB testing methods to analyze and improve system functionalities.<br>• Ensure compliance with industry standards and best practices in database management.
<p>We’re looking for a <strong>Business Intelligence Engineer</strong> to design, build, and optimize scalable analytics solutions that turn complex data into actionable insights. This role blends data engineering, analytics, and visualization—ideal for someone who enjoys working across the full BI stack.</p><p>You’ll collaborate with business stakeholders, data engineers, and leadership to develop data models, pipelines, and dashboards that drive informed decision-making.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Design, develop, and maintain interactive dashboards and reports using <strong>Power BI</strong></li><li>Build and optimize semantic models, DAX measures, and data transformations</li><li>Develop and manage data pipelines using <strong>Microsoft Fabric</strong> (Lakehouse, Data Factory, OneLake)</li><li>Write efficient, scalable <strong>SQL</strong> for data extraction, transformation, and modeling</li><li>Use <strong>Python</strong> for data processing, automation, and advanced analytics</li><li>Ensure data accuracy, governance, and performance across BI solutions</li><li>Partner with stakeholders to translate business requirements into technical solutions</li><li>Monitor, troubleshoot, and optimize BI performance and refresh processes</li><li>Document BI architectures, data models, and reporting standards</li></ul><p><br></p>
<p>We are looking for an experienced Business Intelligence (BI) Engineer to drive data solutions that empower business decision-making and analytics. In this role, you will collaborate with stakeholders across departments to design and implement scalable data architectures, develop reporting tools, and improve data accessibility. The ideal candidate thrives in a dynamic environment and is eager to adapt and innovate as business requirements evolve.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement scalable data architectures to support analytics and reporting needs.</p><p>• Create and maintain data models, warehouses, and pipelines to ensure seamless data flow.</p><p>• Optimize SQL queries and generate reports for business users and leadership teams.</p><p>• Design and manage dashboards and self-service BI tools using technologies like Power BI and Tableau.</p><p>• Integrate and manage data across enterprise systems to ensure consistency and accuracy.</p><p>• Collaborate with cross-functional teams to establish KPIs and reporting standards.</p><p>• Ensure adherence to data governance practices, including quality and lifecycle management.</p><p>• Stay updated on emerging data technologies and tools to enhance business intelligence capabilities.</p><p>• Provide technical guidance and support to team members as needed.</p><p><br></p><p><strong><u>Core Benefits: </u></strong></p><p><strong>M/D/V Multiple options </strong></p><p><strong>ST/LT/Disability Insurance </strong></p><p><strong>Retirement Plan: Y 401K </strong></p><p><strong>PTO/Holidays/Sick Time: 10 holidays, wks Christmas and New Years off 3 wks </strong></p><p> </p>
<p>The Data Analyst delivers accurate, timely, and actionable insights that drive sales performance, deepen customer understanding, and inform strategic decision-making. This role maintains data integrity and accessibility across multiple platforms, including Salesforce, and utilizes business intelligence tools such as Tableau to develop clear, impactful dashboards and reports. By transforming data into meaningful analysis, the Data Analyst enables leadership and sales teams to make informed decisions that support growth and operational excellence.</p><p><br></p><p>ESSENTIAL FUNCTIONS AND RESPONSIBILITIES</p><p>• Administer and manage Salesforce data (objects, fields, relationships, user access, data loads/exports, data integrity) aligned with analytics requirements.</p><p>• Import and integrate data from multiple internal and external sources (e.g., distributor point-of-sale (POS) reports, Salesforce, marketing automation, SAP B1, Excel/CSV files, APIs) into a common analytics environment.</p><p>• Perform heavy data cleaning, validation, and transformation on non-standardized data sources (e.g. POS reports from distributors) to ensure completeness, accuracy, and consistency across reporting systems.</p><p>• Design, develop, and maintain Tableau dashboards and reports that communicate business trends, key performance indicators (KPIs), and actionable insights.</p><p>• Develop and embed Tableau dashboards within Salesforce to provide a seamless user experience, enabling sales teams to access critical insights directly within their workflow.</p><p>• Analyze sales and customer data to identify patterns, trends, and opportunities (e.g., sales funnel velocity, pipeline forecasting, territory performance, customer segmentation, and campaign ROI) that drive strategic initiatives and improve business outcomes.</p><p>• Utilize cleaned POS and sales data to calculate, validate, and deliver accurate and timely commission reports to Sales and Finance teams.</p><p>• Collaborate with cross-functional teams (Sales, Marketing, Finance, and Operations) to understand business needs and translate them into analytical solutions.</p><p>• Support data governance and documentation, including data dictionaries, process workflows, and reporting standards.</p><p>• Provide guidance and training to internal users on dashboard functionality and data interpretation to promote self-service analytics.</p><p>• Monitor and evaluate data processes and reporting tools, recommending improvements or automation opportunities as appropriate.</p><p>• Stay current on industry best practices, emerging technologies, and tools related to data analytics, visualization, and CRM systems.</p><p><br></p><p><br></p>
We are looking for a skilled Data Reporting Analyst to join our team in New York, New York. In this role, you will be instrumental in transforming data into actionable insights, ensuring accuracy and compliance with organizational standards. The ideal candidate will have a strong background in developing reports, dashboards, and data pipelines while leveraging advanced data tools.<br><br>Responsibilities:<br>• Design and maintain data pipelines, both manual and automated, to streamline data processing workflows.<br>• Develop and implement dashboards and reports that provide actionable insights to support organizational goals and compliance.<br>• Utilize Microsoft Power Platform tools, including Power BI, to create dynamic visualizations and enhance data accessibility.<br>• Collaborate with cross-functional teams to identify data requirements and ensure alignment with business objectives.<br>• Ensure data quality, validation, and governance standards are consistently met across all reporting processes.<br>• Work with Azure Data Services such as Data Factory and Synapse Analytics to optimize data integration and analysis.<br>• Conduct thorough testing and troubleshooting to ensure the accuracy and reliability of data outputs.<br>• Provide technical expertise in Microsoft SQL and Business Intelligence tools to support decision-making processes.<br>• Manage and maintain data repositories using platforms like Excel, SharePoint, and OneDrive.<br>• Stay updated on the latest advancements in data analytics technologies to continuously improve reporting capabilities.
We are looking for a highly skilled Data Reporting Analyst to join our team in Cincinnati, Ohio. In this long-term contract position, you will play a key role in transforming complex data into actionable insights that drive business decisions. This hybrid role requires a blend of technical expertise and analytical capabilities to support organizational goals effectively.<br><br>Responsibilities:<br>• Analyze complex datasets to uncover trends, insights, and opportunities for business improvement.<br>• Develop and maintain dashboards, reports, and visualizations using tools such as Tableau and BusinessObjects.<br>• Collaborate with cross-functional teams to understand reporting needs and ensure data integrity.<br>• Utilize Python and SQL to automate data processes and streamline workflows.<br>• Apply advanced analytics methods to support strategic initiatives and decision-making.<br>• Monitor and optimize reporting systems to ensure accuracy and efficiency.<br>• Translate technical findings into clear, actionable recommendations for stakeholders.<br>• Provide support for data governance and adherence to organizational standards.<br>• Stay updated on industry trends and emerging tools to enhance reporting capabilities.
We are looking for a highly skilled Business Reporting Analyst IV to join our team on a long-term contract basis in Phoenix, Arizona. In this role, you will leverage your expertise in data analysis and reporting to support business decision-making processes and enhance operational efficiency. The ideal candidate will have strong analytical abilities, exceptional communication skills, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Develop and maintain business reports and dashboards using tools such as Tableau, SQL Server, and other business intelligence technologies.<br>• Conduct in-depth data analysis to identify trends, discrepancies, and opportunities for process improvement.<br>• Collaborate with cross-functional teams to gather requirements and deliver insightful reporting solutions that align with business goals.<br>• Troubleshoot and resolve issues related to reporting systems and data discrepancies.<br>• Design and implement validation plans to ensure data accuracy and reliability.<br>• Provide support for customer service-related analytics, ensuring timely and actionable insights.<br>• Research and recommend innovative reporting methods to enhance business intelligence capabilities.<br>• Utilize strong interpersonal and written communication skills to present findings and recommendations clearly.<br>• Contribute to the continuous improvement of reporting processes and tools to optimize efficiency.<br>• Ensure deliverables are completed accurately and on time, meeting stakeholder expectations.
We are looking for a skilled Data Governance Analyst to join our team in Cincinnati, Ohio. This is a long-term contract position offering an opportunity to shape and enhance data management practices within our organization. The ideal candidate will collaborate with various stakeholders to develop and implement governance frameworks, ensuring compliance, data quality, and alignment with strategic goals.<br><br>Responsibilities:<br>• Develop and execute data maturity assessments to evaluate current practices and identify improvement opportunities.<br>• Collaborate with data stewards, engineers, and other stakeholders to implement governance frameworks and policies that support data integrity and compliance.<br>• Monitor and refine data governance processes to ensure alignment with organizational strategies and regulatory requirements.<br>• Partner with AI governance and product leads to establish responsible AI practices throughout the lifecycle of AI initiatives.<br>• Support operational enhancements by leveraging AI for underwriting processes, loan approvals, portfolio management, and fraud detection.<br>• Contribute to marketing and personalization strategies through data-driven insights.<br>• Utilize tools such as Microsoft SQL, BusinessObjects Technologies, and Erwin Data to manage and analyze data effectively.<br>• Ensure data quality and consistency by implementing standardized practices across the organization.<br>• Drive continuous improvement in data governance activities to meet evolving business and regulatory needs.
<p>We are looking for a skilled Data Reporting Analyst to join our team in Irvine, California. In this role, you will transform complex data sets into actionable insights that drive business decisions in the mortgage industry. You will collaborate with stakeholders to optimize operations, improve forecasting, and ensure compliance in a dynamic and regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze mortgage pipeline data, financial trends, and loan performance to provide actionable insights.</p><p>• Design and maintain dashboards and reports to monitor key performance indicators across various business functions.</p><p>• Collaborate with stakeholders to identify inefficiencies and opportunities for operational improvements and revenue growth.</p><p>• Track and report on market trends, campaign performance, and borrower behaviors to guide strategic planning.</p><p>• Ensure the accuracy and integrity of data used in regulatory and compliance reporting.</p><p>• Develop predictive models and conduct scenario analyses to assess risks and forecast trends.</p><p>• Present data-driven recommendations through clear written reports and compelling visual presentations.</p>
<ul><li>5+ years of experience in <strong>data analysis or business intelligence</strong> roles</li><li>Advanced proficiency in <strong>SQL</strong></li><li>Strong experience with <strong>Azure analytics and data platforms</strong></li><li>Hands-on experience with <strong>Power BI</strong> (DAX, data modeling, performance optimization)</li><li>Experience working with large datasets and complex data structures</li><li>Strong communication skills with the ability to present insights to non-technical audiences</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for a skilled Data Warehouse Analyst to join our team in Hillside, New Jersey. In this role, you will transform logistics challenges into actionable insights through advanced data analysis and reporting. By collaborating with cross-functional teams, you will play a pivotal role in enhancing operational efficiency and driving key business decisions.<br><br>Responsibilities:<br>• Collaborate with Operations, Transportation, and Finance teams to establish and refine KPIs that drive logistics and fulfillment performance.<br>• Develop and optimize labor planning and forecasting models for warehouse and delivery operations, partnering closely with recruitment teams.<br>• Analyze distribution and fulfillment data to uncover performance trends and identify cost-saving opportunities.<br>• Design and maintain dashboards and reports to provide real-time insights into logistics metrics, including delivery times, warehouse productivity, and route optimization.<br>• Automate reporting processes to improve accuracy and timeliness of operational data.<br>• Continuously enhance data integrity and streamline workflows to optimize logistics operations.<br>• Work on data modeling and warehousing projects to support scalable analytics and reporting solutions.<br>• Partner with stakeholders to deliver clear and actionable insights to improve decision-making processes.<br>• Investigate and implement tools and techniques to improve overall business intelligence capabilities.
We are looking for a detail-oriented Data Analyst to join our team in Clarksville, Tennessee. In this role, you will collect, analyze, and interpret data to provide actionable insights that drive decision-making across the organization. You will collaborate with various departments to understand business needs, develop impactful reports and dashboards, and ensure the accuracy and security of data used for analysis.<br><br>Responsibilities:<br>• Gather, clean, and preprocess data from multiple sources to ensure accuracy and readiness for analysis.<br>• Analyze datasets to uncover trends, patterns, and actionable insights that support strategic decisions.<br>• Create and maintain dashboards and reports using tools like Power BI, Spotfire, or Excel, enhancing efficiency through automation.<br>• Present data findings clearly to non-technical stakeholders, tailoring visualizations to meet specific business needs.<br>• Work closely with departments to identify reporting requirements and translate them into analytical solutions.<br>• Monitor and evaluate key performance indicators (KPIs) to assess business performance and recommend improvements.<br>• Ensure compliance with data governance policies and maintain the confidentiality of sensitive information.<br>• Perform research and analysis to understand industry trends and identify opportunities for growth and optimization.<br>• Document analytical processes, data sources, and reporting solutions for future reference and training purposes.<br>• Stay updated on industry advancements in data analytics to continuously improve tools and techniques.
<p><strong>Essential Functions:</strong></p><ul><li>Act as a strategic leader in developing the BU's five-year strategic plan, annual budget, financial forecast, and modeling tools.</li><li>Monitor key performance indicators (KPIs) related to revenue, cost of goods sold (e.g., FOB costs, freight, duties), expenses, inventory, and capital expenditures for North America legal entities and sales to the North America market.</li><li>Prepare detailed monthly financial management reports, including actuals, variance analyses, and insights to guide BU leadership in decision-making.</li><li>Present financial performance and variance analyses to BU leadership during monthly reviews and recommend actionable strategies aligned with organizational goals.</li><li>Initiate improvements to streamline, standardize, and enhance current processes and data/information integration.</li><li>Collect, analyze, and reconcile financial data from various systems, providing accurate reports for decision-making, including variance analysis (e.g., Actual vs. Budget), profit walks, and price-volume analyses.</li><li>Support ad hoc strategic and operational projects across Corporate and BU cost centers as required.</li><li>Play a critical role in implementing Jedox projects and connecting data with the Group.</li><li>Collaborate with the Business Intelligence team to develop automated reports and dashboards using BI tools (Power BI, Tableau, Pyramid) and advanced Excel functions (e.g., xLookup, Power Query, VBA).</li><li>Assist with North America's integrated five-year strategic plan, budget, and performance evaluations.</li><li>Partner with the Director to support monthly group and senior management reviews.</li><li>Support FP& A team responsibilities, including ad hoc requests and potential within-team role rotations.</li></ul><p><strong>Travel Requirements:</strong></p><ul><li>National and international travel may occasionally be required for business needs - 20%.</li></ul><p><strong>Skills and Qualifications:</strong></p><ul><li>Advanced Microsoft Excel and PowerPoint skills.</li><li>Strong verbal and written communication, including effective presentation abilities.</li><li>Meticulous attention to detail, ensuring timely, accurate, and consistent output.</li><li>Exceptional time management, prioritization, and multitasking in tight deadlines.</li><li>Demonstrated ownership and a proactive, self-starter work ethic.</li><li>Logical reasoning and problem-solving aptitude.</li><li>Proficient with BI tools like Power BI, Tableau, and Pyramid.</li><li>Ability to handle sensitive and confidential matters professionally.</li><li>Capacity to collaborate constructively with cross-departmental teams.</li><li>Familiarity with systems like Microsoft Navision, SAP, Jedox, Hyperion Financial Management (HFM), or IBM TM1 is a plus.</li><li>Fluency in Mandarin is a plus.</li></ul><p><strong>Required Education and Experience:</strong></p><ul><li>Bachelor's degree in Accounting, Finance, Statistics, Mathematics, or a related field.</li><li>CPA designation is preferred but not mandatory.</li><li>At least 5+ years of progressive experience in financial analysis.</li><li>Experience presenting to senior management is desirable.</li><li>Proficient in BI and ERP systems, particularly Power BI.</li></ul><p><br></p>
<p>A rapidly growing <strong>technology and SaaS company in Carlsbad</strong> is searching for a highly analytical <strong>Junior Financial Analyst</strong> to join their finance and business intelligence team. This position is ideal for someone early in their finance career who enjoys digging into data, building financial models, and helping leadership understand trends that drive business performance. The environment is dynamic, agile, and quickly expanding—perfect for someone who wants exposure to all areas of corporate finance and FP& A.</p><p><br></p><p><strong>🔹 Key Responsibilities</strong></p><ul><li>Support senior analysts and finance leadership with <strong>budgeting, forecasting, and monthly variance analysis</strong></li><li>Assist in developing <strong>KPI dashboards</strong>, weekly metrics updates, and board reporting materials</li><li>Perform revenue and cost analysis across product lines; identify changes in customer behavior, retention, and acquisition costs</li><li>Help maintain, refine, and automate financial models using Excel and internal BI reporting tools</li><li>Participate in month-end close by preparing financial summaries, accrual analysis, and expense reviews</li><li>Assist with project-based financial research such as pricing analyses, customer lifetime value, and ROI modeling</li><li>Generate ad hoc reports for operations, sales, and executive teams</li><li>Ensure data integrity across multiple systems and assist with reconciliation projects</li></ul><p><br></p>
<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p>Our client is looking for a skilled Financial Analyst to join our dynamic team in Central Kentucky. In this role, you will play a key part in analyzing financial data, developing actionable insights, and supporting strategic decision-making for our organization. If you thrive in a fast-paced environment and have a passion for optimizing financial processes, this position is designed for you.</p><p><br></p><p>Responsibilities:</p><p>• Analyze historical and current financial data to identify patterns and inform business strategy.</p><p>• Develop and refine financial models to support budgeting, forecasting, and variance analysis.</p><p>• Prepare detailed financial reports on a monthly, quarterly, and annual basis for internal stakeholders.</p><p>• Monitor key performance indicators (KPIs) and assess operational efficiency to drive improvements.</p><p>• Conduct cost accounting and margin analysis to evaluate product and service profitability.</p><p>• Perform ad hoc financial analyses to support pricing strategies, investment evaluations, and other initiatives.</p><p>• Collaborate with the accounting team to ensure accuracy during month-end close processes.</p><p>• Provide recommendations based on data insights to enhance profitability and cost management.</p><p>• Assist in creating presentation materials for executive leadership and board meetings.</p>
<p><strong>Job Title</strong>: Data & Financial Operations Analyst </p><p><strong>Location</strong>: Santa Fe Springs </p><p><strong>About Our Client:</strong> Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions. </p><p><br></p><p><strong>What You’ll Do: </strong></p><ul><li>Master the Numbers: Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth. </li><li>Build Powerful Dashboards: Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends. </li><li>Deliver High-Impact Reports: Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases. </li><li>Dig Deep: Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps. </li><li>Ensure Financial Precision: Review credit card statements and GL-coded entries for accuracy, compliance, and cost control. </li><li>Protect Profitability: Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations. </li><li>Elevate Insights: Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.</li></ul>
