Financial Systems & Business Intelligence Analyst

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This range is provided by Ledgent Technology. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Annual Bonus

Type:
Full-Time, Direct Hire

Schedule:
Fully Onsite

Salary: $120k - $135k + 10% Bonus

About the Organization:

We are a private investment and operations firm focused on construction, equipment rental, distribution, and infrastructure-related industries. With over a dozen operating companies and a footprint in more than 35 locations across North America, we are committed to leveraging data and financial insights to drive operational efficiency.

Position

Purpose:

The Financial Systems & BI Reporting Analyst plays a pivotal role in transforming raw financial and operational data into actionable insights. This role will design and maintain BI dashboards, support financial reporting, and act as a critical link between Finance, Operations, and IT. This hybrid role combines technical expertise in Power BI and SQL with strong business acumen and a passion for turning data into actionable insights.

Key Responsibilities:

Business Intelligence & Reporting

· Design and build interactive dashboards and reports using Power BI.

· Translate business requirements into technical specifications and create effective data visualizations.

· Define KPIs with clear objectives and track performance trends.

· Perform detailed analysis using DAX, SQL, and other scripting tools.

· Maintain data accuracy, conduct data cleaning, and develop data models.

· Execute and optimize ETL processes to support enterprise data needs.

· Create documentation and user guides for reports and dashboards.

· Develop and support financial reports within ERP and accounting platforms.

· Analyze structured and unstructured financial data to identify insights and trends.

· Maintain financial reporting systems, ensuring system uptime and data integrity.

· Collaborate with IT to troubleshoot and improve systems functionality.

· Provide user training, support, and access control within financial systems.

· Lead or support improvement initiatives for business processes and workflows.

Process Improvement & Collaboration

· Partner with local controllers and business leaders across multiple operating units.

· Recommend new technologies and third-party tools to enhance financial analytics.

· Work across departments-especially with Finance, Sales, and Operations-to support business needs.

· Assist with compliance activities and internal audits through data documentation.

· Drive system enhancements and participate in cross-functional project initiatives.

· Ensure the security and proper use of BI and financial tools across the organization.

Required Qualifications:

· Bachelor's degree in Finance, Accounting, Computer Science, Information Technology, or a related field.

· 5+ years of experience in financial systems analysis, data analytics, or BI reporting.

· Proficiency in Power BI, SQL, Excel, and other visualization and analytics tools.

· Experience with financial ERP systems, data warehousing, and APIs.

· Strong knowledge of DAX, data modeling, and process optimization.

· Excellent analytical, problem-solving, and communication skills.

· Strong attention to detail with a commitment to accuracy.

· Ability to work independently and collaboratively in a fast-paced environment.

· Project management skills and the ability to handle multiple initiatives simultaneously.

· Demonstrated experience in stakeholder engagement and training end-users.

· Passion for data-driven decision-making and continuous improvement.

· Industry experience in blue-collar, operations-heavy environments preferred.

· Must be comfortable consolidating data from multiple ERP platforms.

· Previous dashboard development and cost-savings reporting experience strongly preferred

Physical Requirements:

· Regularly required to sit and use office equipment including computers.

· Repetitive tasks and fine motor activities (keyboard, mouse, etc.).

· Short-Term Disability & Long-Term…