The Financial Data Analyst – Power Platform Specialist role at Wade Trim, based in Taylor, MI with a hybrid work arrangement, focuses on transforming financial and operational data into actionable insights through dashboards, automation, and data models to support executive decision-making.
Responsibilities
- Data Visualization & Reporting: Examine financial and operational datasets to identify trends, risks, and performance drivers. Develop and maintain advanced Power BI dashboards and analytic models that translate complex financial information into clear, actionable insights for executive leadership.
- Automation & Optimization: Utilize Power Automate and Power Apps to streamline data collection, reduce manual tasks, and build lightweight, data-driven automation solutions.
- Data Reconciliation & Integrity: Conduct complex financial data reconciliation and validation using Power BI and Dataverse to ensure accuracy in financial reporting.
- ETL Processes: Extract, transform, and load data from multiple sources using Power Query.
- Stakeholder Collaboration: Partner with Finance and Operations leadership to define key performance indicators, evaluate financial performance, and translate complex data into strategic insights that inform business planning and decision-making.
- Advanced Analytics: Apply techniques using DAX, SQL, Python, or R to perform financial modeling, segmentation analysis, forecasting, and scenario evaluation. Identify opportunities for cost optimization, revenue improvement, and operational efficiency through data-driven analysis.
- Maintain a safe working environment.
Requirements
- Minimum 2 years of experience in data analysis, specifically focused on financial reporting, MIS, or accounting data.
- Power Platform Proficiency: Hands-on experience building complex Power BI dashboards and reports.
- Automation Experience: Experience using Power Automate for workflow automation and Power Apps for developing business applications.
- Technical Skills: Advanced proficiency in MS Excel (Power Pivot, macros) and working knowledge of SQL.
- Analytical Skills: Strong analytical mindset with the ability to interpret data from multiple sources to deliver actionable insights.
- Communication Skills: Excellent communication abilities and capacity to translate technical data into business insights.
Technologies
- Power BI
- Power Automate
- Power Apps
- Dataverse
- Power Query
- DAX
- SQL
- Python
- R
- MS Excel (Power Pivot, macros)
- Azure Data Factory
- Azure SQL
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability
- Long-term disability
- Education reimbursement
- 401(k)
- Performance bonuses
- Employee stock program
What We Offer
Wade Trim provides a comprehensive compensation package that includes medical, dental, and vision coverage, life and disability insurance, education reimbursement, a 401(k) plan, performance bonuses, and an employee stock program.
Position Description
The role is a detail-oriented analytics partner within the finance organization, responsible for transforming complex financial and operational data into actionable insights that support executive decision-making. This position bridges financial analysis, business intelligence, and data architecture to identify trends, forecast performance, and guide strategic planning.
Education
Bachelor’s degree in Finance, Accounting, Data Analytics, Information Systems, or a related field.
Skills/Experience
- 2+ years of experience in data analysis, specifically focused on financial reporting, MIS, or accounting data.
- Proficiency with Power Platform, including building complex Power BI dashboards and reports.
- Experience with Power Automate for workflow automation and Power Apps for developing business applications.
- Advanced MS Excel skills (Power Pivot, macros) and working knowledge of SQL.
- Strong analytical abilities with the capacity to interpret data from multiple sources to deliver actionable insights.
- Excellent communication skills and the ability to translate technical data into business insights.
About Wade Trim
Wade Trim is dedicated to maximizing the value of infrastructure investments and has solved complex engineering challenges for a century. The firm adapts its approach to fit each project with a collaborative and client-focused style, delivering solutions clients can rely on. The culture emphasizes mentoring, skill development, frequent collaboration, accessible leadership, and opportunities to influence the firm through strategic planning. A flexible, hybrid work schedule supports work-life balance, with in-office collaboration encouraged at least three days per week.
