Job Description

Position Overview

The Business Intelligence Analyst will play a dual role in bridging Finance and Data Analytics, serving as a key contributor to our data-driven culture. This individual will be responsible for designing and managing dashboards, financial and operational Key Performance Indicators (KPIs), and providing analytical support that drives both business strategy and financial decision-making.

The ideal candidate will have a strong foundation in Finance concepts, combined with hands-on BI and data analytics expertise.

This role will partner closely with Finance , Sales , Operation s, and Senior Leadershi p to deliver insights that connect financial performance with operational metrics.

This role is a Hybrid/Onsite role seated at our corporate office in Coppell, TX (DFW Region).

Key Responsibilities

Dashboard, Reporting & KPI Development

• Design, develop, and maintain interactive dashboards and financial/operational reports in Power BI and Salesforce, enabling visibility into revenue, expenses, forecasting, and profitability.
• Define, track, and analyze financial KPIs (e.g., revenue growth, margins, cost efficiency, budget vs. actuals) and align them with broader business objectives.
• Proactively identify opportunities for new dashboards and reports based on business needs and data availability.

Financial & Data Analysis

• Perform in-depth financial analysis (variance, trend, scenario, and profitability analysis) using data extracted from ERP systems (e.g., Salesforce, NetSuite, SAP) and BI platforms.
• Connect operational data (sales, customer, service metrics) with financial outcomes to provide end-to-end insights.
• Develop and execute SQL queries to integrate financial and operational data sources.
• Support ad-hoc financial modeling and provide actionable insights for budgeting, forecasting, and investment decisions.

Stakeholder Collaboration & Business Partnership

• Work with cross-functional teams, particularly Finance; to understand reporting requirements and deliver meaningful insights.
• Partner with Finance leadership to streamline management reporting and enhance financial planning processes with data-driven insights.
• Translate complex financial and operational questions into clear BI solutions.

Data Governance & Quality

• Ensure accuracy, consistency, and reliability of financial and BI reporting data.
• Partner with Finance and IT to maintain data governance standards across financial and operational systems.

Documentation & Training

• Document financial data models, reports, dashboards, and BI processes.
• Train Finance and business stakeholders on how to leverage BI tools for financial and operational insights.

Qualifications

Education:

• Education: Bachelor's degree in business Analytics, Computer Science, Information Systems, Statistics, Finance, or a related quantitative field.

Experience:

• 3–5 years of progressive experience in Finance, FP&A, Business Intelligence, or Data Analysis .
• Demonstrated ability to connect financial concepts with BI reporting and analytics.

Technical Skills:

• Strong proficiency in SQL for data extraction, manipulation, and analysis.
• Expertise in at least one major BI visualization tool (e.g., Power BI, Tableau, Looker, Qlik Sense), with a portfolio demonstrating dashboard and report creation.
• Demonstrated experience with Salesforce data models and reporting , including Salesforce reports, dashboards, and potentially CRM Analytics (Einstein Analytics).
• Demonstrated experience with ServiceNow reporting and data structures , including Performance Analytics, custom reports, and understanding of ITSM modules.
• Proficiency with Microsoft Excel for data analysis and presentation.
• Analytical Skills: Excellent analytical, problem-solving, and critical thinking skills with the ability to turn data into actionable insights.
• Communication Skills: Strong verbal and written communication skills, with the ability to present complex data findings clearly and concisely to both technical and non-technical audiences.
• Collaboration: Proven ability to work effectively in a team environment and collaborate with stakeholders at all levels.

Analytical & Communication Skills:

• Strong financial acumen with the ability to translate numbers into actionable business insights.
• Excellent analytical, problem-solving, and communication skills with the ability to present to both finance executives and cross-functional stakeholders.

Nice-to-Have Skills:

• Experience with Python or R for advanced analytics.
• Knowledge of data warehousing concepts and ETL processes.
• Relevant certifications (e.g., Salesforce Administrator/Consultant, ServiceNow Certified System Administrator/Application Developer, Microsoft Certified: Data Analyst Associate).

*** The Employer Will Not Sponsor Visas for This Role. ***

Centersquare DC is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities:

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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