Financial Data and Analytics Consultant

Plante Moran; Southfield (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Flexible time off

Holidays

401(k) plan

Pension plan

Discretionary bonus

Travel reimbursements

Job summary

Plante Moran is seeking a data-driven analyst for the Internal Accounting and firm services reporting function. You will build, analyze and optimize financial data across multiple systems, including Workday and Power BI, and support standard and ad hoc reporting requests.

The role emphasizes cross-functional collaboration, problem solving, and strong Excel/VBA skills, with a focus on turning complex data into actionable insights for internal stakeholders.

Qualifications

• Bachelor’s degree required in a related field.
• 3-5 years of experience in financial reporting with report writing.
• Strong aptitude to data analysis.
• Report writing experience required.
• Familiarity with databases preferred.
• Advanced Excel/VBA skills preferred.
• Accounting/financial reporting and analysis experience preferred.
• Collaborative project experience—team leadership beneficial.
• Workday experience preferred.

Responsibilities

• Build and support financial and key data from financial systems.
• Troubleshoot and enhance current published reports.
• Build reporting in Workday, Power BI and Adaptive Planning.
• Handle report requests and fulfill data needs.
• Assist with Helpdesk reporting items and escalate issues.
• Run assigned and ad hoc data requests and analysis.
• Use tools like SSMS, Power BI, Excel, Alteryx for data investigation and cleansing.
• Participate in business process reviews using MS Power Apps.

Skills

Financial reporting

Data analysis

Report writing

Cross-functional collaboration

Troubleshooting

Problem solving

Education

Bachelor’s degree in a related field

Tools

Workday

Power BI

SSMS

Excel

Alteryx

Power Apps

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Our internal firm services team focuses on the firm’s critical business needs. From marketing to internal accounting and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, andoptimize firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

Your role.

Your work will include, but not be limited to:

• Key resource to build and support financial and key data from the various financial systems used in Internal Accounting and across the firm.
  • Troubleshoot and enhance current published reports
  • Build and create reporting in various systems including Workday, Power BI and Adaptive Planning
  • Be able to intake report requests and find the best data and solution to fulfill the request.
  • Assisting with Helpdesk reporting items and escalating issues appropriately
  • Running assigned and ad hoc data requests and analysis
• Data Analysis and Investigation
  • Use different tools such as SSMS (SQL), Power BI, Excel, Alteryx and internal applications to investigate, transform or analyze data
  • Data analysis and cleansing
  • Business process reviews, creation and investigation using various MS Power apps.
• Analytical abilities required:
  • Understand internal processes and terminology
  • Creative, critical thinking, and problem solving
  • Strong troubleshooting skills
  • Cross functional communication to interpret requests into deliverables.

The qualifications.

• Bachelor’s degree in a related field required.
• 3-5 years of experience in financial reporting with report writing experience is required
• Strong aptitude to data analysis required
• Report writing experience required
• Familiarity with databases preferred
• Advanced Excel/VBA skills preferred
• Accounting/financial reporting and analysis experience preferred
• Collaborative project experience being part of a team or leading the project.
• Workday experience preferred

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $70,000.00-$100,000.00

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.