Finance Analytics Lead: BI Dashboards & FP&A Transformation

Coda Search│Staffing; Texas; On-site; USD 100,000 - 150,000; Full time

Job summary

Coda Search Staffing is seeking a strategic Finance & Analytics Manager for a high-growth service firm. You will bridge finance and data, turning complex datasets into actionable insights for leadership and standardizing performance reporting across the organization.

In this visible role, you will architect scalable BI solutions, automate FP&A workflows, and analyze profitability, margins, and revenue trends to inform strategic decisions.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 5+ years of progressive FP&A or analytics experience.
• Proficiency in Power BI/Tableau and financial modeling in Excel.
• Strong SQL skills and data-driven mindset.

Responsibilities

• Architect, develop, and deploy Power BI dashboards integrating financial, labor, and project data.
• Write and optimize SQL queries to support financial reporting.
• Automate FP&A workflows by building data pipelines and BI solutions.
• Analyze project profitability, backlog conversion, and margins to forecast revenue trends.
• Collaborate with IT, data engineering, and regional finance to standardize KPIs.

Skills

Power BI

SQL

Financial modeling

Excel

Data storytelling

Education

Bachelor's degree in Finance or related field

Tools

Power BI

Tableau

Excel

Job description

Coda Search Staffing is seeking a strategic Finance & Analytics Manager for a high-growth service firm. You will bridge finance and data, turning complex datasets into actionable insights for leadership and standardizing performance reporting across the organization.

In this visible role, you will architect scalable BI solutions, automate FP&A workflows, and analyze profitability, margins, and revenue trends to inform strategic decisions.