Director, Data Strategy & Analytics

Cherry Bekaert; Dallas (TX); On-site; USD 148,000 - 190,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Cherry Bekaert seeks a seasoned Data Strategy and Business Analytics Director to lead management reporting and analytics across the firm. You will supervise the data analytics team in IT and collaborate with FP&A to deliver dashboards and monthly financial reporting to service lines, the Finance Committee and Board.

You bring 10 years in public accounting or financial analytics, an active CPA license, and deep knowledge of Power BI and data standards.

Qualifications

• 10 years of progressive experience in public accounting, financial reporting or management reporting and analytics.
• Active CPA license.
• Audit experience preferred.
• Working knowledge of financial accounting, financial statement analysis and the economics of a professional services firm.
• Demonstrated experience translating business questions into reporting requirements and validating the output.
• Practical knowledge of business intelligence and reporting platforms, including Microsoft Power BI.
• Ability to review analytical work critically and identify errors in logic, source data or calculation.
• Ability to influence other teams and co-pilot cross-team initiatives without direct authority.
• Experience presenting to executive leadership, committees and boards, with the ability to move between narrative and data review.
• Outstanding analytic and Excel skills.
• Focus on continuous improvement to enhance business processes from diagnosis to documentation to execution.
• Comfort operating independently in a fast-changing environment.
• Ability to lead, develop and retain a small team of analytics professionals.

Responsibilities

• Provides leadership to team including coaching, mentoring and professional development or oversight to a department.
• Engages the data analytics team in Information Technology to develop, review and deploy management reporting dashboards across the Firm.
• Confirms that dashboard output reconciles to the Firm's systems of record and that source data, definitions and calculation methods are documented and repeatable.
• Collaborates with FP&A to deliver monthly financial reporting to service lines, the Finance Committee and the Board, including review of results and explanations.
• Establishes and maintains firmwide definitions and data standards for performance metrics.
• Advises leaders on interpretation of reported results and identifies trends and matters needing attention.
• Prioritizes the reporting and analytics portfolio with the Chief Data Officer.
• Applies accounting and audit knowledge to evaluate data quality and controls over reporting.
• Communicates with internal clients to meet objectives for all parties.
• Participates in priority projects and strengthens cross-functional relationships.

Skills

Public accounting

Financial reporting

Management reporting

Analytical thinking

Executive communication

Education

CPA license

Tools

Power BI

Job description

Cherry Bekaert seeks a seasoned Data Strategy and Business Analytics Director to lead management reporting and analytics across the firm. You will supervise the data analytics team in IT and collaborate with FP&A to deliver dashboards and monthly financial reporting to service lines, the Finance Committee and Board.

You bring 10 years in public accounting or financial analytics, an active CPA license, and deep knowledge of Power BI and data standards.