Deliver weekly, monthly, and quarterly reporting packages for Executive Leadership, FP&A, and Operations
Maintain and enhance core KPI dashboards covering revenue, margin, volumes, labor, utilization, churn, and client performance
Ensure data accuracy and consistency by reconciling results across financial systems, operational platforms, and data warehouses
Support budgeting, forecasting, and long-range planning by providing clean, auditable reporting inputs
Translate ambiguous business questions into clear, structured analyses and actionable reporting
Identify trends, variances, and anomalies, proactively surfacing risks and performance opportunities
Partner with FP&A and operational leaders to define new metrics and continuously improve insight quality
Develop scalable data models that support repeatable and self-service analytics
Reduce manual effort by automating reporting through BI tools, scripting, and improved data pipelines
Improve data integrity through validation rules, controls, documentation, and metric governance
Own metric definitions, calculation logic, and data lineage to ensure reporting consistency across the organization

Bachelor’s degree in Finance, Accounting, Economics, Analytics, Information Systems, Data Analytics, or related field
3–5+ years of experience in reporting, FP&A, business intelligence, or analytics
Advanced Excel skills (Power Query, Power Pivot, Excel Data Model)
Strong experience with Power BI, including building data models and dashboards from scratch
Experience working with large datasets across multiple source systems
Exceptional attention to detail with a demonstrated ability to reconcile and validate financial and operational data
Experience in private-equity-backed, high-growth, or services-based organizations
SQL or other query language experience
Experience with NetSuite (or similar ERP) reporting
Involvement in BI or ERP implementations
Exposure to revenue cycle, healthcare, SaaS, or transaction-based businesses
FP&A or Finance background with strong understanding of financial statements and profitability drivers

BI Reporting Analyst

Key skills