Sr Business Finance Analyst

FREEMAN; Dallas (TX); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Tuition Reimbursement

Parental Leave

Retirement Plan

Paid Time Off

Job summary

The Freeman Company seeks a Business Analyst to own performance reporting across Exhibit & Event Services, driving weekly and monthly cadence. You will build Power BI models, write concise narrative analyses, and partner with commercial and operations leaders to reveal where the business stands.

You’ll support the Field Finance team with multi‑source data, including SAP, Workfront, Salesforce, and SharePoint, and modernize reporting processes for accuracy and speed.

Qualifications

• 5+ years in business/data analysis, BI reporting, or a similar analytics role.
• Hands‑on Power BI: building models, DAX, Power Query, and publishing content.
• Advanced Microsoft Excel: pivots, multi‑source data, cube/OLAP formulas.
• Ability to run recurring weekly and monthly reporting independently and meet deadlines.
• Strong written communication to turn quantitative analysis into executive narratives.

Responsibilities

• Own the reporting portfolio with a published Power BI App and dashboards on a weekly and monthly cadence.
• Turn revenue, volume, pricing, and cost trends into clear commentary paired with dashboards.
• Maintain data models, dataflows, and feeds across Power BI, SAP, Workfront, Salesforce, SharePoint, and Vault/DAP.
• Produce a monthly recap of Sales Analysis, explaining drivers behind wins and losses.
• Streamline manual multi‑source reporting into automated, well‑documented workflows.
• Lead NSF/Vault‑to‑DAP data‑quality and data feed development with IT for reliable weekly reporting.

Skills

Power BI

Excel

Communication

Education

Bachelor’s degree in Business Analytics, Finance, Economics, Information Systems, or a related field

Tools

SAP

Workfront

Salesforce

SharePoint

Job description

About Us

The Freeman Company is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter.

Summary

Freeman is seeking a Business Analyst to own performance reporting that keeps our Exhibit & Event Services product lines, operational metrics, and labor costs visible to leadership. This role is less about traditional financial reporting and more about performance analytics across the Enterprise’s product portfolio — turning data into clear, decision‑ready reporting on a dependable weekly and monthly cadence. The ideal candidate is equally comfortable building a Power BI model as writing the narrative that explains it and will partner with commercial and operational leaders who rely on these numbers to understand where the business stands.

This position will support our Field Finance team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. The ideal candidate will be located in Dallas, TX; however, we are also open to candidates based out of:

• Las Vegas, NV

• Nashville, TN

• Orlando, FL

• San Antonio, TX

Essential Duties & Responsibilities

• Own the reporting portfolio. Take full ownership of a published Power BI App and its underlying models — a suite of dashboards and reports covering product-line performance, experiential reporting, and operational volume metrics — and keep it accurate and current on a weekly and monthly cadence.

• Analyze and communicate performance. Turn revenue, volume, pricing, and cost trends into clear, concise written commentary — paired with polished, presentation‑ready dashboards — that leadership relies on to understand where the business stands.

• Maintain the underlying data. Build and administer the semantic models, dataflows, and Excel‑based feeds behind the reporting — sourcing and reconciling data across Power BI, SAP, Workfront, Salesforce, SharePoint, and Vault/DAP — and manage publishing, refreshes, and data integrity.

• Support commercial insight. Produce a monthly recap of the Sales Analysis report, explaining the drivers behind wins and losses across the business.

• Improve and modernize. Streamline manual, multi-source reporting into more automated, repeatable, and well‑documented workflows.

• Own the NSF/Vault-to-DAP pipeline. Lead the ongoing development and data‑quality process for Vault‑sourced NSF, freight, and revenue reporting — partnering with IT on the data feed into Freeman's DAP platform and running the weekly cadence that keeps this reporting reliable as it matures.

Education & Experience

Required

• 5+ years in business/data analysis, business‑intelligence reporting, or a comparable analytics role

• Hands‑on Power BI: building and maintaining semantic/composite models, authoring DAX and Power Query, and publishing/administering content in the Power BI service

• Advanced Microsoft Excel: pivot tables, complex linked and weighted workbooks, cube/OLAP formulas, and multi‑source data collation

• Proven ability to run recurring weekly and monthly reporting independently and meet deadlines

• Strong written communication — able to turn quantitative analysis into concise, executive‑ready narrative

• High attention to detail and a strong commitment to data accuracy, integrity, and version control

• Bachelor’s degree in Business Analytics, Finance, Economics, Information Systems, or a related field

Strongly Preferred

• Experience extracting and reconciling data from SAP and Workfront

• Familiarity with Salesforce and SharePoint as reporting data sources

• Power BI App / workspace administration, dataflows, and refresh management

• An eye for clean, professional dashboard and report design — this reporting goes straight to senior leadership

• Background in events, exhibitions, logistics, or another project‑based cost-and-revenue business

• Curiosity to adopt AI‑assisted analytics tools (Claude, Copilot, or similar) to speed up reporting

What We Offer

The Freeman Company provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full‑time people may be eligible for. There may be some variances in specific benefits across regions.

• Medical, Dental, Vision Insurance

• Tuition Reimbursement

• Paid Parental Leave

• Life, Accident and Disability

• Retirement with Company Match

• Paid Time Off

Diversity Commitment

At The Freeman Company, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

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