Finance Data Analyst: KPI Insights & Forecasting

SGS Consulting; Idaho Falls (ID); On-site; USD 80,000 - 120,000; Full time

Job summary

SGS Consulting seeks a finance professional to partner with Supply Chain Finance leadership, develop performance reports, and drive data-driven insights. You will analyze KPIs, forecast variances, and present actionable recommendations to improve the P&L.

The role involves building models and dashboards using Excel, SQL/Snowflake, and BI tools, with collaboration across corporate and field teams to support strategic initiatives.

Qualifications

• Minimum 4 years of experience in financial analysis and related fields.
• Strong ability to analyze, interpret, and report on large financial data sets.
• Proven problem-solving using structured analytical frameworks.
• Experience with advanced data mining and BI tools (Excel, SQL, Tableau/Power BI).
• Experience with syndicated data sources (Nielsen, IRI) a plus.
• Excellent communication, storytelling, and collaboration skills.

Responsibilities

• Partner with VP, Director, and Manager of Supply Chain Finance to develop and prepare key performance reports comparing actual results to plan and forecast.
• Analyze KPIs, articulate trends and insights, and identify risks and opportunities.
• Prepare monthly business reviews with clear, actionable analysis and recommendations.
• Drive a data-driven approach to identify variances between actual results and forecast.
• Source data from primary and secondary systems and maintain databases.
• Build financial models, dashboards, and BI tools to evaluate complex scenarios.
• Quantify financial and operational impacts to the P&L.
• Act as a finance business partner to the Distribution organization at corporate and field levels.
• Provide analytical support for ad hoc requests and special projects.
• Identify opportunities to provide analytical solutions that support business objectives.
• Support process improvements focused on efficiency, automation, and data management.
• Identify opportunities to streamline reporting and data management.
• Manage and prioritize multiple projects while meeting deadlines.
• Follow through on issues and deliver timely financial insights.

Skills

Financial analysis

Data analysis

Financial modeling

Finance

Accounting

Retail/CPG experience

Advanced Excel

SQL/Snowflake

Tableau/Power BI

Oracle ERP systems

Essbase

Syndicated data (Nielsen/IRI)

Education

Bachelor’s degree in finance or accounting

Master’s degree preferred

Tools

Excel (Advanced)

SQL / Snowflake

Tableau / Power BI

Oracle ERP

Essbase

Job description

SGS Consulting seeks a finance professional to partner with Supply Chain Finance leadership, develop performance reports, and drive data-driven insights. You will analyze KPIs, forecast variances, and present actionable recommendations to improve the P&L.

The role involves building models and dashboards using Excel, SQL/Snowflake, and BI tools, with collaboration across corporate and field teams to support strategic initiatives.