Senior Financial & Data Analyst

Reece Group • Addison, TX

1d

About The Position

We are seeking a highly strategic Senior Financial & Data Analyst to help drive enterprise-wide performance visibility, financial insights, and data-driven decision-making. This role sits at the intersection of Finance, Analytics, and Operations, serving as a key partner to senior leadership. You will lead the development of scalable analytics, enhance financial and operational reporting, and provide insights that directly influence business strategy and execution. While heavily data-focused, this role also brings a strong grounding in core finance processes including revenue, AR/AP, and financial close support.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Analytics, or related field
• 5–8+ years of experience in financial analysis, FP&A, business intelligence, or data analytics
• Strong foundation in financial concepts, including revenue, margin, and working capital
• Advanced Excel skills (Power Query, modeling) and strong SQL capabilities
• Experience building dashboards and analytics solutions in Power BI or similar tools
• Strong analytical, problem-solving, and communication skills
• Ability to operate independently and manage competing priorities in a fast-paced environment

Nice To Haves

• Experience supporting financial reporting, close processes, or accounting analytics is a plus
• Experience with sales compensation or incentive analytics
• CPA, MBA, or equivalent certification
• Exposure to data warehousing, ETL processes, or cloud analytics environments
• Experience in distribution, manufacturing, or multi-location businesses

Responsibilities

• Analyze financial, operational, and commercial performance to identify trends, risks, and opportunities
• Support executive decision-making through actionable insights and scenario analysis
• Contribute to forecasting, budgeting, and long-range planning processes
• Provide analytical support across revenue, margin, working capital, and cost drivers
• Design and deliver executive dashboards and KPI reporting to drive business visibility
• Develop scalable analytics solutions using Power BI, SQL, and Excel
• Standardize data definitions, metrics, and reporting frameworks across functions
• Ensure data accuracy, consistency, and governance across financial and operational reporting
• Own analytics related to sales performance, pricing, and incentive compensation
• Identify trends impacting revenue performance and recommend optimization strategies
• Support financial close processes through analysis, validation, and reporting (including revenue and key balance sheet areas such as AR/AP)
• Partner with Accounting on data integrity, reconciliations, and reporting accuracy
• Enhance visibility into cash flow drivers, working capital, and operational efficiency
• Automate manual reporting processes and improve data workflows
• Collaborate with IT and business stakeholders to enhance data infrastructure and reporting capabilities
• Drive continuous improvement in analytics tools, processes, and data accessibility
• Partner across Finance, Accounting, Sales, Operations, and leadership teams
• Translate complex business problems into analytical frameworks and solutions
• Communicate insights and recommendations clearly to a wide range of stakeholders

Benefits

• Medical and Dental Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Company-paid Life Insurance
• Short Term Disability
• 401(k) Plan
• Paid Time Off (PTO)
• Paid holidays
• Parental Leave
• Vision
• Long-term Disability
• Voluntary Life and AD&D Insurance
• Additional Voluntary Benefits through Corestream

What This Job Offers

• Job Type: Full-time
• Career Level: Senior