Finance Analytics Manager

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

A client of ours is a High Growth Service Firm that has a high-impact leadership opportunity. They've acquired 10+ business in the past 5 years and project to grow another 5x in the next 5 years. They are Privately Owned and highly Sales Oriented looking to build out their finance organization.

They are seeking a strategic Finance & Analytics Manager to join their team. In this highly visible role, you will bridge the gap between finance and data, transforming complex operational datasets into actionable insights for leadership. You will play a crucial part in standardizing performance reporting, building scalable business intelligence tools, and optimizing FP&A processes across the entire organization.

Key Responsibilities:

• Advanced Business Intelligence: Architect, develop, and deploy interactive Power BI dashboards that integrate disparate financial, labor, and project-level datasets into centralized, actionable views.
• Write and optimize complex SQL queries to extract, transform, and analyze large datasets from multiple source systems, ensuring data accuracy for financial reporting.
• Automated FP&A Workflows: Replace manual, Excel-heavy processes with automated data pipelines and Power BI solutions to streamline recurring reporting and increase the team's strategic capacity.
• Deep-Dive Financial Analytics: Utilize advanced data visualization to dissect project profitability, backlog conversion, and margin erosion, forecasting revenue trends and highlighting operational risks.
• Cross-Functional Data Leadership: Partner closely with IT, data engineering, and regional finance teams to establish data governance, standardize KPIs, and drive the adoption of modern analytics tools across the organization.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field a plus
• 5+ years of progressive experience in FP&A, business analytics, or strategic finance.
• Advanced proficiency in data visualization (Power BI/Tableau) and financial modeling (Excel). SQL skills are strongly preferred.
• Deep financial acumen with a proven track record of analyzing P&Ls, margins, and complex operational datasets.