Sr. Data & Financial Analyst

Key Responsibilities

• Develop and maintain sophisticated financial models, forecasts, and budgeting tools.
• Analyze profitability by product line, customer, market segment, and operational area.
• Prepare executive-level reporting, dashboards, and performance metrics.
• Support strategic planning, capital investment analysis, and business case development.
• Identify trends, risks, and opportunities through financial and operational analysis.
• Collect, organize, validate, and analyze data from multiple business systems.
• Design and maintain automated dashboards and KPI reporting tools.
• Create predictive models and scenario analyses to support executive decision-making.
• Translate complex data into clear recommendations for leadership.
• Build advanced Excel models utilizing:
• Power Query
• Power Pivot
• Complex formulas
• Dynamic dashboards
• VBA/macros where appropriate
• Identify opportunities to apply AI tools across finance, operations, sales, and manufacturing.
• Develop AI-assisted workflows to improve productivity and decision quality.
• Evaluate emerging technologies and recommend practical applications.
• Serve as an internal champion for responsible AI adoption.
• Work directly with the CEO and executive team on special projects.
• Conduct market, competitive, and operational research.
• Support mergers, acquisitions, strategic initiatives, and growth opportunities as needed.
• Provide data-backed recommendations to support company strategy.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Business, Engineering, or related field.
• 5+ years of experience in financial analysis, business intelligence, data analytics, or related roles.
• Expert-level Microsoft Excel skills.
• Advanced financial modeling and forecasting experience.
• Strong analytical and problem-solving capabilities.
• Experience working with ERP systems and large datasets.
• Excellent communication and presentation skills.
• Demonstrated ability to work independently and drive projects to completion.

Preferred

• MBA, CPA, CFA, or related advanced credential.
• Experience in manufacturing, industrial, transportation, or equipment industries.
• Experience with Power BI, Tableau, SQL, Python, or similar analytics tools.
• Experience implementing AI solutions in a business environment.
• Knowledge of machine learning, automation platforms, and modern AI tools.
• Familiarity with Microsoft Copilot, ChatGPT, Claude, Gemini, and related technologies.

Characteristics of the Ideal Candidate

• Naturally curious and highly intelligent.
• Obsessed with accuracy and attention to detail.
• Comfortable challenging assumptions with data.
• Strong business acumen and commercial awareness.
• Self-motivated with an ownership mentality.
• Technology-forward and continuously learning.
• Able to simplify complex problems into actionable insights.
• Trusted partner to senior leadership.

Compensation & Benefits

• Competitive salary based on experience.
• Performance-based bonus opportunity.
• Comprehensive benefits package.
• Career growth opportunities with a market-leading manufacturer.
• Direct exposure to executive leadership and strategic decision-making.

AI & Technology Mindset (Non-Negotiable)

• Demonstrated knowledge of modern AI concepts, tools, and applications.
• Excited about AI and automation-not threatened by it.
• Pragmatic: focused on ROI, execution, and adoption-not hype.
• Able to translate AI potential into concrete business use cases.

Leadership Traits We Are Looking For

• Business-minded, not functionally siloed.
• Comfortable making decisions with incomplete information (ambiguity).
• Willing to challenge the status quo.
• High ownership and accountability.
• Curious, learning-oriented, and future-focused.
• Calm under pressure, direct, and credible.