Financial Data Analyst

About the role

Wade Trim offers a career where your analytical expertise directly shapes the strategic direction of the organization by transforming complex financial data into clear, actionable intelligence for executive stakeholders. In this role, you will own the design and maintenance of data models that turn raw financial inputs into reliable forecasts and scenario analyses. You will serve as the primary interface between the finance team and the technology tools that power our business intelligence, ensuring that every dashboard tells a truthful story. A core part of your ownership will involve partnering with operations leaders to identify manual processes ripe for automation, thereby improving financial accuracy and efficiency. You will be responsible for building and deploying dashboards on the Microsoft Power Platform that deliver real-time visibility into cost, revenue, and performance trends. This position requires a mindset of continuous improvement where you document workflows, validate logic, and refine processes to enhance reliability over time. You will guard data integrity by tracing metrics back to source, ensuring that every insight delivered is grounded in trustworthy data.

Key facts

What you'll do

• Absorb the posted scope for the Financial Data Analyst role and translate business needs into technical data solutions.
• Construct and maintain adaptable data models using Power BI and related Microsoft tools to support accurate forecasting and scenario planning.
• Design intake procedures that capture critical financial metrics and prepare them for rigorous analysis and reporting.
• Review key performance indicators to question assumptions, validate accuracy, and ensure alignment with finance control objectives.
• Develop and ship executive-level dashboards that provide timely views of cost and revenue trends to enable proactive decision-making.
• Partner with operations teams to align automation initiatives with financial controls, ensuring data integrity and regulatory compliance.
• Document end-to-end workflows and logic to facilitate knowledge transfer and ensure continuity in analysis processes.
• Enable cross-functional collaboration by creating clear, accessible documentation that makes insights actionable for both technical and non-technical audiences.
• Champion continuous improvement by identifying inefficiencies in current reporting and driving refinements to enhance reliability.
• Guard data integrity by verifying source systems and maintaining detailed lineage for all financial metrics used in analysis.
• Support leadership by interpreting complex financial data and communicating findings in a clear, concise manner.
• Assist in identifying areas where automation can realize operational efficiencies and partner on building these solutions.
• Apply a mindset of rigorous analysis to budgeting and forecasting activities, ensuring assumptions are tested and validated.
• Contribute to the financial outcomes of the organization by providing insights that drive strategic resource allocation.

Requirements

• Be authorized to work for any employer in the United States; sponsorship is not available for visa candidates.
• Hold current authorization to work in the United States without restriction.
• Bring a minimum of three years of hands-on experience with Power BI or similar business intelligence platforms.
• Demonstrate direct experience handling general ledger data and the preparation of financial reports.
• Show comfort with the numbers, formulas, and methodologies used in budgeting and forecasting processes.
• Exhibit the ability to communicate analytical findings clearly to both technical and non-technical stakeholders.
• Possess a detail-oriented mindset capable of managing multiple priorities in a fast-paced finance environment.
• Understand the importance of data governance and be committed to maintaining high standards of data integrity.
• Be comfortable working within a structured, process-driven finance organization that values compliance and accuracy.

Nice to have

• Experience with the Microsoft Power Platform, including Power Apps and Power Automate.
• Familiarity with automating financial processes through low-code solutions.
• Background in a regulated industry where financial controls and audit readiness are critical.
• Exposure to stakeholder management in cross-functional environments.

Practical notes

This role is a full-time position based in Taylor, Michigan.

The compensation for this position is $76,000 yearly.

Applicants must ensure all application procedures are completed correctly to avoid delays.

The position is dedicated to supporting finance leadership with precise, reliable, and insightful analytics.