Financial Data & BI Analyst

Socket.dev; Minnetonka (MN); On-site; USD 85,000 - 120,000; Full time

Job summary

Socket.dev is seeking a data and finance professional to build and manage Power BI solutions for the FP&A team, reporting to the Sr. VP of FP&A. The role supports global MTY FP&A collaboration and analyzes business trends driving profitability.

Responsibilities include maintaining Power BI dashboards, partnering with finance, aiding annual planning and budgeting, and presenting data-driven recommendations to leadership, with strong emphasis on analytical rigor and cross-functional teamwork.

Qualifications

• Bachelor's Degree in Data Analytics, Computer Science, Finance, Accounting, or related quantitative field.
• 2 to 5 years of experience in business intelligence or data analytics.
• Strong analytical, research and problem-solving skills.

Responsibilities

• Manage existing Power BI solutions that support the organization.
• Educate and collaborate with the FP&A team on Power BI current and future solutions.
• Build and maintain interactive financial dashboards and KPIs with Power BI.
• Partner with finance and accounting teams to streamline reporting processes.
• Provide support for financial analysis for Company leaders.
• Provide support for annual planning and budgeting process.
• Present data-driven recommendations to the finance and operational teams.
• Assist with financial modeling and forecasting.
• Ad hoc reporting as needed (sales trends, menu analysis, financial trends, etc.).

Skills

Power BI proficiency

SQL

Advanced Excel

Financial modeling

Analytical thinking

Communication skills

Cross-functional collaboration

Autonomy

French (asset)

Presentation skills

Education

Bachelor's Degree in Data Analytics, Computer Science, Finance, Accounting, or related quantitative field

Tools

Power BI

SAP

SQL

Job description

POSITION SUMMARY:

We are seeking an eager, curious, and passionate data and finance professional that will be responsible for building and managing Power BI solutions that support the FP&A team in analyzing business trends that drive company profitability. The individual will report to the Sr. VP of FP&A and work closely with other functional leaders. This role is part of the global MTY FP&A team.

PRIMARY ACCOUNTABILITIES:

• Manage existing Power BI solutions that support the organization
• Educate and collaborate with the FP&A team on Power BI current and future solutions
• Build and maintain interactive financial dashboards and KPI's with Power BI
• Partner with finance and accounting teams to streamline reporting processes
• Provide support for financial analysis for Company leaders
• Provide support for annual planning and budgeting process
• Present data-driven recommendations to the finance and operational teams
• Assist with financial modeling and forecasting
• Ad hoc reporting as needed (sales trends, menu analysis, financial trends, etc.)

KNOWLEDGE, SKILLS, & ABILITIES:

Education:

• Bachelor's Degree in Data Analytics, Computer Science, Finance, Accounting, or related quantitative field

Experience:

• 2 to 5 years of experience in business intelligence or data analytics

Skills/Competencies/Certifications:

• Bilingual-French and English an asset
• Proficiency in BI and data visualization tools (Power BI, etc.)
• Advanced SQL and Microsoft Excel
• Familiarity with ERP systems (eg. SAP knowledge an asset) and general ledger data
• Understanding of financial modeling (P&L, budgeting)
• Strong analytical, research and problem-solving skills
• Intellectually curious
• Creative thinker with the ability to translate new ideas into practical application
• Excellent communication, interpersonal and presentation skills with the ability to write concisely and cohesively
• Team spirit, while also self-managing, self-motivated, autonomous
• Cross-functional collaboration and ability to achieve business results with Senior Leadership partners and colleagues in a diverse workforce
• Adaptable, resilient, flexible, fast-paced/sense of urgency, and a high level of multitasking ability
• Strong academic record (GPA of 3.0 or higher preferred)