Business Intelligence and Financial Analyst
Finance$85k–$95k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We have content: description of company, role overview, responsibilities (Business Intelligence And Analytics Responsibilities, Financial Planning And Analysis Responsibilities, Business Partnership). Qualifications: Required Qualifications & Experience, Preferred Qualifications. Location & Work Schedule: location schedule: location & work schedule. Compensation/Benefits: includes pay range and benefits details. So we need sections: About the role (maybe overview), Responsibilities, Requirements (or Qualifications?), Skills? The instructions: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose appropriate headings based on content. We must not repeat job title as heading. We must not put Job ID etc. We must remove boilerplate like EEO etc. Also remove duplicated lines, navigation, cookie etc. We need to preserve all substantive info.
We need to decide sections: About the role (company description + role overview). Responsibilities (list of duties). Requirements (maybe Required Qualifications & Experience). Skills (maybe list of skills like Power BI, SQL, Excel, etc). Benefits (list of benefits). Pay (compensation range). Schedule (location & work schedule). Possibly also Qualifications? But we have both Required and Preferred qualifications; we could combine into Requirements section. Skills could be extracted from qualifications. But we can also have a Skills section listing technical skills.
We must not create sections with filler like "commensurate with experience". We have actual pay range and benefits, so we can include Pay and Benefits sections. Schedule: we have location and hybrid schedule.
We must output only HTML fragment, no /, no markdown fences.
Let's craft:
About the role
...
Then
Responsibilities
We need to preserve all substantive info; we should not invent or summarize away detail. So we need to list each responsibility as separate
. The responsibilities are grouped under headings: Business Intelligence And Analytics Responsibilities, Financial Planning And Analysis Responsibilities, Business Partnership. We can combine them into a single list but must preserve all details. We'll extract each bullet.
Let's list them:
Business Intelligence And Analytics Responsibilities:
- Maintain, update, and enhance existing reports and dashboards using Power BI, SSRS, and other reporting tools.
- Develop new reports, dashboards, and analytical tools based on evolving business needs.
- Work with functional leaders to understand reporting requirements, clarify business rules, and translate needs into effective reporting solutions.
- Review and improve the existing reporting repository by reducing redundancy, improving metric consistency, and organizing reports for easier use.
- Automate reporting currently performed manually in Excel and identify opportunities to improve reporting efficiency.
- Investigate data-quality and reporting issues, troubleshoot discrepancies, and partner with Business Intelligence and IT resources to resolve underlying problems.
- Document reporting logic, data definitions, and processes to improve consistency and reliability.
- Analyze operational data to identify trends, patterns, and opportunities for improved business performance.
Financial Planning And Analysis Responsibilities:
- Support the annual budgeting process by gathering input from department leaders, consolidating submissions, and building and maintaining budget models.
- Assist with monthly, quarterly, and rolling forecasts and track performance against budget, forecast, and prior periods.
- Prepare recurring financial and management reporting, including monthly results, variance analyses, and key performance indicators.
- Analyze actual results against budget and forecast, investigate significant variances, and identify the business drivers behind financial performance.
- Connect operational measures and trends to financial results to provide greater insight into business performance.
- Partner with department managers to understand business drivers and incorporate them into financial plans and projections.
- Respond to ad hoc financial and analytical requests by developing models, analyses, and summaries that support business decisions.
- Support month-end close activities as needed and help ensure financial reporting is accurate and reconciled to source systems.
- Improve and automate financial planning, budgeting, and reporting processes to reduce manual effort and improve accuracy.
Business Partnership:
- Build effective working relationships across Finance, Accounting, Business Intelligence, IT, Sales, Operations, and other business functions.
- Translate financial and operational data into clear insights for both technical and non-technical stakeholders.
- Balance recurring reporting responsibilities with new analytical requests, and independently investigate questions when the path to an answer is not immediately clear.
- Support continuous improvement in reporting accuracy, documentation, data quality, and analytical capabilities.
Now Requirements (Required Qualifications & Experience):
- Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, Data Analytics, or a related field.
- 2–5 years of experience in financial analysis, business intelligence, or a similar analytical role combining financial and operational data.
- Experience with financial analysis, including budgeting, forecasting, variance analysis, and management reporting.
- Hands-on experience building and maintaining reports and dashboards using Power BI, Tableau, or a comparable business intelligence platform.
- Working knowledge of SQL and experience using data from multiple sources for reporting and analysis.
- Advanced Excel skills, including experience building financial or analytical models.
- Demonstrated ability to investigate complex data, identify trends and discrepancies, and translate findings into meaningful business insights.
- Strong communication skills with the ability to explain analytical findings to both technical and non-technical stakeholders.
Preferred Qualifications (maybe as part of Requirements or separate Skills). We could have a Skills section listing: Power BI, SSRS, Tableau, SQL, Excel, Python/R, Azure Data Factory, Azure Data Lake, machine learning, AI, Azure Machine Learning, DataRobot, troubleshooting data-quality issues.
But we must not create sections with filler. We have actual content for Skills (the qualifications). So we can have a Skills section enumerating technical skills.
But we also have a Requirements section that already includes many of those. To avoid duplication, we could combine Required and Preferred into Requirements, and then have Skills separate? Might be redundant. The instruction: Prefer a few substantive sections over many thin ones. So maybe we have About the role, Responsibilities, Requirements (including both required and preferred), Benefits, Pay, Schedule. That's 6 sections. That seems fine.
We need to include Benefits section with list of benefits from the posting. Let's extract:
Sasser employees enjoy a competitive benefits program that:
- Includes comprehensive medical, dental, and vision insurance plans, including HSA and FSA accounts with employer contributions toward HSA
- Includes a 100% Company-paid disability and life insurance plans
- Includes a 401K plan with company match PLUS additional end-of-year funding
- Provides paid vacation time (tiered based on tenure), as well as personal time, sick days and summer half days for certain roles
- Provides 10 paid holidays annually
- Provides paid parental leave for new parents, as well as a monetary gift towards a 529 education account
- Provides a confidential Employee Assistance Program
- Provides training and tuition reimbursement
- Provides community service opportunities, charity match opportunities, employee recognition programs, and many celebrations!
We should preserve all.
Pay section: The hiring range for this role is $85,000–$95,000 USD annually. Also note exempt status, annual incentive bonus, etc. We should include that info. The Pay section should contain the hiring range and maybe note exempt and bonus. But we must not include filler like "commensurate with experience". We have actual numbers.
Schedule section: Location & Work Schedule: This position is based in Oak Brook, IL, and follows a hybrid schedule.
We should also include maybe a brief about location.
Now we need to remove boilerplate: EEO statement, etc. Also remove duplicated lines, navigation, cookie etc. Also remove the "Learn more about what makes Sasser special, visit www.sasser.com." That's maybe okay to keep? It's not boilerplate but it's a link; but it's not substantive for the role? Might be considered fluff. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. The link to learn more is not substantive about the role; it's more marketing. Could be removed as it's not essential. But it's not explicitly listed as boilerplate to remove; but it's not a duty/requirement etc. I'd say we can keep it in About the role maybe. However, it's a URL; we could keep as part of description. But to be safe, we can keep it.
Also remove the "#EXThe Company provides equal employment opportunities..." etc. That's EEO boilerplate; remove.
Also remove "This role is classified as exempt for purposes of applicable wage and hour laws, which means that the individual hired will not be eligible for overtime pay." That's relevant to Pay? It's about exemption; we could include in Pay section.
Also "This role is also eligible for an annual incentive bonus based on financial and personal performance throughout the plan year." Include in Pay.
Also "Sasser is committed to fair and equitable compensation practices. Pay ranges are assigned to a job based on market data according to 3rd party salary benchmarking surveys. Actual base salary is dependent upon factors such as knowledge, skill level, and experience." This is somewhat generic but still substantive about pay determination. Could include in Pay.
Now we need to output only HTML fragment.
Let's craft:
About the role
Recognized as one of the Best Places to Work in Chicago by Fortune Magazine and Great Place to Work, Sasser prides itself on supporting an employee-driven, opportunity-based culture that empowers, recognizes, and rewards its employees. From highly competitive benefits to exciting employee events to organic, grassroots philanthropy and volunteerism, Sasser is an awesome place to begin and grow your career. We are a transportation asset services and management company with roots dating to 1928. Sasser’s subsidiary units are leaders in providing commercial- and industrial-focused rail, automotive, and containerized shipping solutions, including asset leasing, fleet administration management, asset repair and maintenance, and innovative technology services. Sasser family of companies includes subsidiaries Chicago Freight Car Leasing, CF Rail Services, Moventum Fleet Management, Express 4x4 Truck Rental, and Falcon Lease. To learn more about what makes Sasser special, visit www.sasser.com. This role supports our Express 4x4 Truck Rental business, a specialized provider of mid-to-long-term pickup truck rentals serving customers across North America. Established in 1993 and part of the Sasser family of companies since 2013, Express provides flexible ½-ton, ¾-ton, and 1-ton truck rental solutions with a focus on reliability and on-time delivery. The Financial & Business Intelligence Analyst combines financial analysis with hands-on business intelligence and reporting. The role supports budgeting, forecasting, variance analysis, and financial reporting while maintaining and developing dashboards and reporting solutions using tools such as Power BI and SQL. Working across Finance, Business Intelligence, IT, and Operations, the analyst will connect operating measures such as mileage, rent, and off-rent activity to financial performance, turning complex data into clear insights that support better business decisions.
Responsibilities
- Maintain, update, and enhance existing reports and dashboards using Power BI, SSRS, and other reporting tools.
- Develop new reports, dashboards, and analytical tools based on evolving business needs.
- Work with functional leaders to understand reporting requirements, clarify business rules, and translate needs into effective reporting solutions.
- Review and improve the existing reporting repository by reducing redundancy, improving metric consistency, and organizing reports for easier use.
- Automate reporting currently performed manually in Excel and identify opportunities to improve reporting efficiency.
- Investigate data-quality and reporting issues, troubleshoot discrepancies, and partner with Business Intelligence and IT resources to resolve underlying problems.
- Document reporting logic, data definitions, and processes to improve consistency and reliability.
- Analyze operational data to identify trends,