Business Intelligence Analyst (Finance & Operations)

Key Responsibilities

• Design, develop, and maintain financial and operational reports from scratch using Business Intelligence tools (Power BI, Tableau, or similar).
• Build automated dashboards and recurring reports to support budgeting, forecasting, cost tracking, and performance analysis.
• Partner with finance and operations leaders to define reporting requirements and translate business needs into BI solutions.
• Ensure data accuracy, consistency, and integrity across all reporting outputs.
• Improve existing reporting processes by standardizing metrics and enhancing visualization quality.
• Analyze financial performance, including revenue, costs, margins, and variances across manufacturing operations.
• Support month-end and periodic financial reporting activities with data validation and analysis.
• Identify trends, risks, and opportunities within production, labor, material, and overhead costs.
• Assist with pricing analysis, including margin analysis and profitability modeling.
• Support regular pricing updates, customer quotes, and new business pricing requests.
• Collaborate with sales and operations teams to evaluate pricing strategies and cost impacts.

Required Qualifications (Must-Haves)

• 2–5 years of experience in a financial analyst, data analyst, or reporting-focused role.
• Proven experience creating BI reports and dashboards from scratch (Power BI, Tableau, or similar required).
• Strong understanding of financial data, KPIs, and reporting structures.
• Advanced Excel skills (pivot tables, formulas, data modeling).
• SQL or other data-querying experience.
• Ability to work independently with raw data and minimal structure.
• Experience supporting or working within a manufacturing or industrial environment is strongly preferred.

Preferred / Nice-to-Have Qualifications

• Experience with pricing, margin analysis, and profitability modeling.
• Exposure to quoting processes and pricing updates for new or existing customers.
• Experience working with ERP systems (e.g., SAP, Oracle, NetSuite, Dynamics).
• Understanding of standard manufacturing cost structures (COGS, labor, materials, overhead).