Finance Data & Analytics Lead

At JM Family Enterprises, we are committed to strong relationships, integrity, and continuous improvement in how we serve our customers and each other. Within Enterprise FP&A, those values are reflected in how we partner across the business, deliver financial insights, and support long-term decision-making.

As the organization evolves, we are enhancing how Finance leverages data, analytics, and technology to better serve the enterprise.
The Lead, Finance Data & Analytics role is central to that effort — helping to strengthen reporting capabilities, improve how financial data is structured and delivered, and elevate the quality and consistency of insight across the organization.

This is an opportunity to play a meaningful role in advancing Enterprise FP&A — building scalable solutions, strengthening analytical capabilities, and helping Finance operate with greater clarity, speed, and impact.

Financial Reporting Governance & Standards

• Contribute to and help operationalize standards for enterprise financial reporting, ensuring consistency in KPIs, financial definitions, financial statement connectivity, and performance metrics.

• Ensure that dashboards and analytics outputs reflect financial logic across P&L, Balance Sheet and cash flow, as well as alignment of enterprise-wide performance drivers and value-based metrics.

• Support alignment between FP&A reporting needs and governed system outputs.

Analytics & Team Leadership

• Provide guidance and informal mentorship to analysts on analytical tools, data usage, and financial interpretation.

• Support capability development across FP&A in BI tools, analytics techniques, and data literacy.

• Support prioritization and executive of initiatives that improve reporting scalability, automation, and usability.

• Promote strong financial literacy alongside technical development and enablement.

• Foster a culture of continuous improvement and disciplined experimentation

Applied Analytics Oversight

• Lead execution of applied financial analytics initiatives within FP&A.

• Utilize SQL and similar tools to create exploratory analyses, develop automation, support forecasting and variance analysis, performance monitoring.

• Develop and enhance predictive forecasting overlays, scenario modeling frameworks, trend analyses, anomaly detection, and performance monitoring tools for greater insight generation.

• Apply advanced analytical techniques (e.g., statistical modeling, machine learning applications) ensuring outputs remain aligned with business context and financial logic.

Systems & Cross-Functional Partnership

• Partner with Financial Systems & Transformation to align analytics initiatives and reporting enhancements with platform governance and enterprise architecture.

• Act as a key Finance representative in discussions regarding reporting usability, data definitions, system enhancements, and analytical requirements.

• Ensure FP&A maximizes value from enterprise data and reporting platforms without duplicating architectural ownership.

• Partner with Enterprise FP&A analysts to translate financial requirements into structured analytical solutions.

Continuous Evolution

• Identify and pilot opportunities to incorporate advanced analytics techniques where they enhance financial insight and decision-making.

• Promote thoughtful experimentation with AI-enabled tools while maintaining governance and financial discipline.

• Bachelor’s degree in Finance, Economics, Analytics, Data Science, or related field.

• 7+ years of experience in FP&A, finance analytics, or related enterprise finance leadership roles within a complex organization.

• Strong understanding of enterprise financial statements, financial planning & forecasting, reporting, and performance analysis.

• Experience working with BI platforms, data environments, including familiarity with data modeling principles.

• Working familiarity with SQL and Python sufficient to query and manipulate datasets, troubleshoot, evaluate and guide analytical outputs.

• Demonstrated ability to independently build and deliver analytical solutions that drive business insight

• Exhibited the capability to bridge finance and technical stakeholders.

• Ability to…