Business Analytics & Insights Analyst

DealerOn•Rockville, MD

20d•Remote

About The Position

The Business Analytics & Insights Analyst is a high visibility position that will play a key role in DealerOn's success by applying strong data analysis acumen support decision-making across the company. The role involves regular interactions with executives and senior leadership. The individual in this role is responsible for producing data driven narratives, analyzing trends, and applying critical thinking for informed planning and budgeting decisions. This is a remote position.

Requirements

Command of core FP&A concepts, including: budgeting/forecasting, financial modeling, cost control principles
Firm grasp of Accounting concepts, including: Accruals, Prepaids, EBITDA, Profit margins, Cost centers, Financial statements preparation, Segment results etc.
Solid understanding of revenue and cost KPIs in recurring revenue cloud and managed services organization
Solid understanding of profitability and performance – continually measure and evaluate profitability as relates to services, customers, and headcount
Demonstrated understanding of project management needs within matrix organizations
Bachelor's degree in finance, accounting, economics, or statistics
4+ years of finance/accounting experience at a mid-sized company
3+ years of FP&A experience in corporate and/or GTM reporting
Advanced Excel and financial modelling skills
Proficiency in Salesforce (Einstein Analytics, Sales and Service Clouds, Reporting), Microsoft Office Suite (Excel, Visio, PowerPoint), HRIS systems, NetSuite
Excellent communication and presentation skills with ability to effectively influence and communicate cross-functionally with senior management
Proven ability to anticipate needs and provide viable solutions with minimal direction
Ability to juggle and prioritize simultaneous assignments
Ability to work independently, exercise discretion, and multi-task in a highly dynamic environment

Nice To Haves

Master’s degree in finance, economics, or statistics
2+ years at a PE-backed company, PE firm, Investment Bank, or Management consulting firm
Experience with PowerBI, and/or other business intelligence solutions

Responsibilities

Conduct detailed analysis, cleaning and organizing large datasets, building ratio and trend analyses, and creating pivot-table benchmarks to assess industry performance and competitive positioning.
Develop automated reports and analytical tools by designing dashboards, charts, and operational reporting workflows to enhance evaluation and decision-making.
Conduct comprehensive market and company analyses by evaluating industry trends, competitive positioning, financial performance, and key operating metrics to increase customer retention and product offerings to install base.
Implement "what-if" scenarios to demonstrate how variations in deliverables influence customer loyalty and guide strategic initiatives and decisions.
Support strategic planning initiatives by analyzing business performance, evaluating market trends, and developing data-driven insights to guide long-term growth decisions, resource allocation, and organizational priorities.
Perform data reconciliations by validating, matching, and troubleshooting discrepancies across multiple data sources using Excel functions (e.g., VLOOKUP/XLOOKUP, INDEX-MATCH, conditional formatting, and pivot tables) to ensure accuracy, consistency, and reliability of financial and operational datasets.
Create efficiencies in reporting while leveraging business and financial systems to develop automated reporting.
Work with leadership to identify actionable solutions based on financial data analysis and identified trends.
Present analysis results, data models, and other projects to stakeholders.
Recommend financial KPIs and targets that will generate meaningful insights for the business.
Understand operational and financial business challenges and use advanced analytics capabilities to mine/query data, use statistical models, and recommend courses of action highlighting business impact