Bachelor's degree in Finance, Accounting, Information Systems, or related field; MBA preferred.
8+ years in business intelligence, data analytics, or financial reporting.
Advanced skills in Power BI and SQL; familiarity with Snowflake or Azure.
Strong understanding of financial statements and FP&A concepts.
Experience with data integration across multiple ERP systems.
Proven ability to establish KPI definitions and data governance practices.
Strong communication skills for translating data insights to diverse audiences.
Responsibilities
Own and manage the finance data and reporting environment, including Snowflake and Power BI.
Automate daily sales and gross margin reporting, replacing manual processes.
Establish standard definitions for key metrics to create a single source of truth.
Rationalize and consolidate the company's dashboard and report portfolio.
Provide reconciled data for monthly close, budgeting, and board reporting.
Ensure data accuracy through reconciliation and quality checks.
Collaborate with cross-functional teams to deliver analytics for decision-making.
Benefits
Remote work flexibility.
Opportunities for professional development and training.
Supportive work environment fostering collaboration.
Potential for team leadership as the function grows.
Full Job Description
Position Summary
The Manager, Finance Data & Analytics is responsible for owning M&D's finance data and reporting platform, turning data from multiple ERP systems into accurate, timely and trusted reporting for the executive team, the board and our lenders. This role builds and maintains automated sales, margin and financial reporting, sets the standards for how key metrics are defined, and serves as the primary link between Finance and the data that drives decisions across the business. This is a remote position.
Essential Duties and Responsibilities:
Own M&D's finance data and reporting environment, including the cloud data warehouse (Snowflake) and the Power BI reporting layer, integrating data from multiple ERP systems across U.S., Canada and Mexico operations.
Build, automate and maintain daily sales and gross margin reporting and other recurring management reports, replacing manual, Excel-based processes with automated, refreshable solutions.
Establish and maintain standard definitions for key metrics such as sales, gross margin, inventory and working capital, creating a single source of truth used consistently across Finance and Operations.
Rationalize the company's dashboard and report portfolio by identifying overlaps, retiring duplicate reports and consolidating into a governed, well-documented set.
Provide timely, reconciled data to support the monthly close, budgeting, forecasting, and board and lender reporting, and maintain the data feeds into the company's FP&A planning and consolidation platform.
Ensure data accuracy and integrity through reconciliation to the general ledger, data quality checks, documentation and appropriate access controls.
Partner with Accounting, FP&A, Operations, Sales and IT to gather requirements and deliver analytics that support pricing, margin, inventory and branch performance decisions.
Lead the transition of reporting work from interim and consulting resources into a documented, internally owned function, and manage relationships with outside data and reporting vendors.
Identify and implement opportunities to improve efficiency through automation and AI-enabled analytics.
Train and support business users on reporting tools, and over time build and lead a small team of analysts as the function grows.
Perform other duties as assigned by supervisor.
Minimum Qualifications (Knowledge, Skills, and Abilities):
Bachelor's degree in Finance, Accounting, Information Systems, Computer Science or a related field; MBA or relevant master's degree preferred.
8+ years of experience in business intelligence, data analytics or financial reporting, including building and supporting enterprise reporting solutions.
Advanced proficiency in Power BI (data modeling, DAX, report design) and SQL; experience with cloud data platforms such as Snowflake, Microsoft Fabric or Azure.
Solid understanding of financial statements, gross margin and core FP&A concepts, with the ability to reconcile reporting to the general ledger.
Experience integrating data across multiple ERP systems; experience with post-acquisition data integration preferred.
Experience establishing KPI definitions, reporting standards and data governance practices.
Experience leading or mentoring analysts, or leading cross-functional reporting projects.
Strong communication skills, with the ability to translate complex data into clear insights for executives and non-technical users.
Self-directed and able to work effectively in a remote environment; occasional travel to company locations may be required.
Microsoft data certifications (such as PL-300, DP-600 or DP-700) are a plus.
Successful completion of pre-employment background and drug screening.
Fosters good coworker citizenship and contributes to a positive work environment.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Prolonged periods sitting at desk and working on a computer
Ability to lift, move, and carry objects to 15 lbs.
Exposure to a typical office or home office environment, with occasional travel to company locations
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
About CB Insights
CB Insights is a software and technology company that provides market intelligence and analysis to venture capitalists, corporate strategy and innovation teams, and investment bankers. The company's software platform provides data-driven insights on emerging technologies, startups, and venture capital trends. CB Insights' customers include Cisco, Salesforce, and American Express.
