Finance Transformation Data Lead — Scalable Reporting & Dashboards

Hyland; United States; On-site; USD 110,000 - 150,000; Full time

Job summary

Hyland is seeking a Lead Finance Transformation Data Analyst to build reporting packages around core metrics, partnering with FP&A leaders to mature the data practice and deliver scalable, repeatable outputs monthly and quarterly.

You will design a reporting playbook, improve data structures, and collaborate with IT and Finance Systems to leverage MS SQL, Azure, and data warehouses, creating dashboards that reveal real-time financial insights for strategic planning.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Data Analytics, or a related field.
• 7+ years of progressive experience in finance, accounting, financial systems, or data analytics roles.
• Demonstrated experience building repeatable financial reporting packages and partnering with FP&A or finance leadership teams.
• Expert Excel skills and experience with business intelligence tools (e.g., Power BI, Tableau).
• Proficiency in process mapping, data documentation, and continuous improvement methodologies.

Responsibilities

• Partner with FP&A leaders to identify reporting gaps and build scalable, repeatable reporting packages centered on core financial and operational metrics.
• Design and maintain a comprehensive reporting playbook that standardizes processes, definitions, and outputs across the finance function.
• Produce accurate and timely monthly, quarterly, and ad hoc financial reports and data deliverables to support executive and operational decision-making.
• Evaluate and improve existing data practices, ensuring financial data is structured, reliable, and accessible in a consistent and scalable way.
• Collaborate with IT and Finance Systems teams to leverage tools including MS SQL, Azure, and data warehouse environments to enhance reporting capabilities.
• Analyze large datasets and develop visual dashboards that surface real-time financial insights and support FP&A storytelling and strategic planning.

Skills

MS SQL

Power BI

Tableau

Excel

Data analytics

Financial reporting

Education

Bachelor's degree

Tools

Microsoft Azure

Data Warehouse

Job description

Hyland is seeking a Lead Finance Transformation Data Analyst to build reporting packages around core metrics, partnering with FP&A leaders to mature the data practice and deliver scalable, repeatable outputs monthly and quarterly.

You will design a reporting playbook, improve data structures, and collaborate with IT and Finance Systems to leverage MS SQL, Azure, and data warehouses, creating dashboards that reveal real-time financial insights for strategic planning.