Senior Data Analyst
CARBO · Houston, TX · 2 wk ago
On-siteInformation TechnologyFull-time
Key Roles / Responsibilities
- Prepare, analyze, and reconcile financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reporting.
- Own and support executive, board, and management reporting, including forecasts, budgets, variance analysis, gross profit, liquidity, and monthly business and financial reviews.
- Lead forecasting, budgeting, reforecasting, and scenario modeling across business units and shared services.
- Develop and maintain financial models, KPIs, dashboards, and analytical reports using Power BI, Excel, SQL, and cloud-based data platforms.
- Analyze revenue, margin, costs, backlog, bookings, invoicing, and operational performance to identify trends, risks, and opportunities.
- Serve as a subject matter expert for financial and operational data across SAP, SQL Server, CRM, Power BI, Azure Data Lake, and Databricks.
- Define, validate, and document reporting logic, business rules, mappings, and reconciliations across systems.
- Design and support AI-enabled analytics, reporting, and automation solutions across finance and business workflows.
- Coordinate with cross-functional stakeholders to manage scope, timelines, dependencies, risks, and deliverables.
- Automate recurring reporting and analytics processes to improve close cadence, accuracy, and scalability.
- Provide ad-hoc financial, operational, and strategic analysis to support executive decision-making.
Required Education, Experience, And Qualifications
- Bachelor’s degree in Finance, Accounting, Information Systems, Economics, Computer Science, Data Analytics, Statistics, or a related field.
- 5+ years of experience as a Business Analyst, Financial Analyst, FP&A Analyst, or similar role.
- Strong experience with financial statements, budgeting, forecasting, and variance analysis.
- Advanced proficiency in Microsoft Excel and financial modeling.
- Strong experience with Power BI, Power Query, and data visualization.
- Strong SQL skills, including use of CTEs, window functions, and table/view development to transform, validate, and analyze data.
- Experience with ERP systems may be considered in lieu of direct experience depending on overall skills and qualifications.
- Experience supporting AI-enabled analytics, automation, or decision-support solutions in a business environment.
- Experience coordinating cross-functional initiatives and managing deliverables, timelines, and dependencies.
- Ability to communicate complex financial, analytical, AI, and project-related concepts to non-technical stakeholders.
- Strong analytical, problem-solving, organizational, and time management skills.
- Ability to manage multiple priorities in a fast-paced, cross-functional environment.
Required Technical Skills
- Experience with Python, PySpark, or medallion-style data architecture.
- Experience documenting data flows, process dependencies, controls, and quality risks.
- Experience supporting shared services, multiple entities, or multiple business units.
- Experience automating month-end, executive, board, or finance reporting processes.
- Experience using AI IDE tools such as Codex, Claude Code, Cursor, or similar.
- Experience with SAP ECC, SQL Server, scheduled SAP-to-SQL extracts, Azure Data Lake Storage, Databricks, or Delta Lake.
- Working knowledge of project management methodologies, including Agile, Waterfall, or hybrid approaches.