Financial Data Analyst - Power Platform Specialist

What We Offer

Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long‑term disability coverage, education reimbursement, 401(k), performance bonuses, and employee stock program. Employee Resource Groups and Programs include Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Rotation Program, Mentor Program, Sustainability Program, and Wellness Program.

Financial Data Analyst – Power Platform Specialist.

• Data Visualization & Reporting:
  Analyze financial and operational datasets to identify trends, risks, and performance drivers. Design and maintain advanced Power BI dashboards and analytical models to translate complex financial information into clear, actionable insights for executive leadership.
• Automation & Optimization:
  Leverage Power Automate and Power Apps to streamline data collection, eliminate manual tasks, and build lightweight, automated data‑driven solutions.
• Data Reconciliation & Integrity:
  Perform complex financial data reconciliation and validation using Power BI and Dataverse to ensure 100% accuracy in financial reporting.
• ETL Processes:
  Extract, transform, and load (ETL) data from various sources using Power Query.
• Stakeholder
  
  Collaboration:
  
  Partner with finance and operations leadership to define key performance indicators, evaluate financial performance, and translate complex financial data into strategic insights that support business planning and decision‑making.
• Advanced Analytics:
  Apply advanced analytical techniques using DAX, SQL, Python, or R to perform financial modeling, segmentation analysis, forecasting, and scenario evaluation. Identify opportunities for cost optimization, revenue improvement, and operational efficiency through data‑driven analysis.
• Maintain a safe working environment.

• Bachelor’s degree in Finance, Accounting, Data Analytics, Information Systems, or a related field.

• 2+ years of experience in data analysis, specifically focused on financial reporting, MIS, or accounting data.
• Power Platform Proficiency:
  Proven, hands‑on experience in building complex Power BI dashboards and reports.
• Automation
  
  Experience:
  
  Experience using Power Automate for workflow automation and Power Apps for developing business applications.
• Technical
  
  Skills:
  
  Advanced proficiency in MS Excel (Power Pivot, macros) and working knowledge of SQL.
• Analytical
  
  Skills:
  
  Strong analytical mindset with the ability to interpret data from multiple sources to deliver actionable insights.
• Communication
  
  Skills:
  
  Excellent communication skills and ability to translate technical data into business insights.
• Microsoft Certification (e.g., PL-300: Power BI Data Analyst Associate, PL-500: Power Automate RPA Developer) is desired.
• Knowledge of Azure Data Factory or Azure SQL is desired.
• Understanding of GAAP or federal financial management standards is desired.

Wade Trim is an affirmative action/Equal Opportunity Employer.