Senior Financial Reporting & BI Analyst

Triad Technologies, LLC; Vandalia (OH); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Triad Technologies, LLC is seeking a Senior Financial Reporting Analyst to own the monthly financial reporting process, reconcile results to the general ledger, and partner with Accounting, IT, and business leaders to drive accurate, timely reporting.

The role requires strong skills in SQL, Power BI, Excel, and Epicor Prophet 21, with a focus on data quality, documentation, and process improvement. Hybrid work arrangements may be considered for highly qualified candidates.

Qualifications

• Bachelor’s degree in accounting or finance required.
• Four or more years of relevant financial reporting, accounting, or BI experience.
• Hands-on experience with Epicor Prophet 21 (P21).
• Proficiency in Power BI, including dashboard development and data visualization.
• Working knowledge of SQL and Excel with advanced modeling capabilities.

Responsibilities

• Own the monthly financial reporting process including income statement, balance sheet, and management reporting package.
• Reconcile reported results to the general ledger and investigate discrepancies.
• Coordinate with Accounting during month-end close for accuracy and consistency.
• Develop and maintain Power BI data models, dashboards, and reports.

Skills

SQL querying

Power BI

Excel advanced

Epicor Prophet 21

Financial reporting

Data modeling

Forecasting

Communication skills

Education

Bachelor’s degree in accounting or finance

Tools

Power BI

SQL Server

Job description

Triad Technologies, LLC is seeking a Senior Financial Reporting Analyst to own the monthly financial reporting process, reconcile results to the general ledger, and partner with Accounting, IT, and business leaders to drive accurate, timely reporting.

The role requires strong skills in SQL, Power BI, Excel, and Epicor Prophet 21, with a focus on data quality, documentation, and process improvement. Hybrid work arrangements may be considered for highly qualified candidates.