Financial Data Analyst – Manufacturing

Carter Support ServicesEugene, OR
1dHybrid

About The Position

The Financial Data Analyst will play a critical role in transforming financial and operational data into actionable insights for a manufacturing organization. Approximately 60% of this role is focused on reporting , with a strong emphasis on building BI reports from scratch to support leadership decision-making across finance, operations, and commercial teams. This role requires a hands-on analyst who is comfortable working with raw data, designing dashboards and reports, and delivering clear, accurate financial insights in a fast-paced manufacturing environment.

Requirements

  • 2–5 years of experience in a financial analyst, data analyst, or reporting-focused role.
  • Proven experience creating BI reports and dashboards from scratch (Power BI, Tableau, or similar required).
  • Strong understanding of financial data, KPIs, and reporting structures.
  • Advanced Excel skills (pivot tables, formulas, data modeling).
  • SQL or other data-querying experience.
  • Ability to work independently with raw data and minimal structure.
  • Experience supporting or working within a manufacturing or industrial environment is strongly preferred.

Nice To Haves

  • Experience with pricing, margin analysis, and profitability modeling .
  • Exposure to quoting processes and pricing updates for new or existing customers.
  • Experience working with ERP systems (e.g., SAP, Oracle, NetSuite, Dynamics).
  • Understanding of standard manufacturing cost structures (COGS, labor, materials, overhead).

Responsibilities

  • Design, develop, and maintain financial and operational reports from scratch using Business Intelligence tools (Power BI, Tableau, or similar).
  • Build automated dashboards and recurring reports to support budgeting, forecasting, cost tracking, and performance analysis.
  • Partner with finance and operations leaders to define reporting requirements and translate business needs into BI solutions.
  • Ensure data accuracy, consistency, and integrity across all reporting outputs.
  • Improve existing reporting processes by standardizing metrics and enhancing visualization quality.
  • Analyze financial performance, including revenue, costs, margins, and variances across manufacturing operations.
  • Support month-end and periodic financial reporting activities with data validation and analysis.
  • Identify trends, risks, and opportunities within production, labor, material, and overhead costs.
  • Assist with pricing analysis , including margin analysis and profitability modeling.
  • Support regular pricing updates , customer quotes, and new business pricing requests.
  • Collaborate with sales and operations teams to evaluate pricing strategies and cost impacts.
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