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Financial Data Analyst

2 weeks ago

Eugene, OR, United States Carter Support Services Full time
Location: Eugene Oregon
Industry: Manufacturing
Experience Level: 2–5 Years
Reports To: [Finance Manager / Director of Finance / Controller] Position Summary

The Financial Data Analyst will play a critical role in transforming financial and operational data into actionable insights for a manufacturing organization. Approximately 60% of this role is focused on reporting, with a strong emphasis on building BI reports from scratch to support leadership decision-making across finance, operations, and commercial teams.

This role requires a hands-on analyst who is comfortable working with raw data, designing dashboards and reports, and delivering clear, accurate financial insights in a fast-paced manufacturing environment.

Key Responsibilities Reporting & Business Intelligence (≈60% – Core Focus)

  • Design, develop, and maintain financial and operational reports from scratch using Business Intelligence tools (Power BI, Tableau, or similar).

  • Build automated dashboards and recurring reports to support budgeting, forecasting, cost tracking, and performance analysis.

  • Partner with finance and operations leaders to define reporting requirements and translate business needs into BI solutions.

  • Ensure data accuracy, consistency, and integrity across all reporting outputs.

  • Improve existing reporting processes by standardizing metrics and enhancing visualization quality.

Financial & Operational Analysis

  • Analyze financial performance, including revenue, costs, margins, and variances across manufacturing operations.

  • Support month-end and periodic financial reporting activities with data validation and analysis.

  • Identify trends, risks, and opportunities within production, labor, material, and overhead costs.

Pricing & Commercial Support (Nice to Have)

  • Assist with pricing analysis, including margin analysis and profitability modeling.

  • Support regular pricing updates, customer quotes, and new business pricing requests.

  • Collaborate with sales and operations teams to evaluate pricing strategies and cost impacts.

Required Qualifications (Must-Haves)

  • 2–5 years of experience in a financial analyst, data analyst, or reporting-focused role.

  • Proven experience creating BI reports and dashboards from scratch (Power BI, Tableau, or similar required).

  • Strong understanding of financial data, KPIs, and reporting structures.

  • Advanced Excel skills (pivot tables, formulas, data modeling).
  • SQL or other data-querying experience.

  • Ability to work independently with raw data and minimal structure.

  • Experience supporting or working within a manufacturing or industrial environment is strongly preferred.

Preferred / Nice-to-Have Qualifications

  • Experience with pricing, margin analysis, and profitability modeling.

  • Exposure to quoting processes and pricing updates for new or existing customers.

  • Experience working with ERP systems (e.g., SAP, Oracle, NetSuite, Dynamics).Understanding of standard manufacturing cost structures (COGS, labor, materials, overhead).

Key Competencies

  • Strong analytical and problem-solving skills

  • Ability to communicate financial insights clearly to non-finance stakeholders

  • Detail-oriented with a focus on accuracy and data integrity

  • Self-starter who thrives in a reporting-heavy, deadline-driven environment

Why This Role Matters

This position is essential to improving visibility, accuracy, and speed of financial decision-making. The Financial Data Analyst will directly influence operational efficiency, pricing strategy, and leadership insight by delivering high-quality, reliable reporting across the organization.