Senior Financial Reporting Analyst

TRIAD TECHNOLOGIES LLC • Vandalia, OH

6d • Hybrid

About The Position

The Senior Financial Reporting Analyst is responsible for producing, validating, and continually improving the company’s monthly financial reporting. Reporting to the CFO, the role combines accounting knowledge, ERP data expertise, SQL querying, Power BI development, and advanced Excel skills to produce accurate, timely, decision-useful financial statements and management reports. The analyst works independently in a complex reporting environment, traces data from source systems through queries, data models, and reports, and resolves discrepancies between reported results and the general ledger. The role also brings structure, documentation, and repeatability to reporting processes and partners with Accounting, IT, and business leaders as needed.

This is a full-time position with a Monday-through-Friday schedule from 8:00 a.m. to 5:00 p.m. A hybrid working arrangement may be considered for an exceptionally qualified candidate. The position is located in Vandalia, Ohio.

Requirements

• Bachelor’s degree in accounting or finance.
• Four or more years of relevant financial reporting, accounting, or business intelligence experience.
• Hands-on experience with Epicor Prophet 21 (P21), including the ability to navigate its data structure and understand how ERP data supports financial reporting.
• Proficiency in Microsoft Power BI, including dashboard development, data visualization, and report maintenance.
• Working knowledge of SQL, including the ability to query, combine, validate, and analyze data from multiple sources.
• Advanced proficiency in Microsoft Excel, including complex formulas, PivotTables, lookups, and financial model development.
• Strong analytical and problem-solving skills, attention to detail, and commitment to accuracy.
• Strong professional verbal and written communication skills, including the ability to explain financial information to non-financial audiences and work as a team player.
• Ability to manage multiple priorities, meet deadlines, and work independently with minimal oversight in a fast-paced, growth-oriented environment.
• Strong business acumen, intellectual curiosity, and a continuous-improvement mindset.
• Must be able to pass a background screen that includes a credit check component.

Nice To Haves

• Experience at the senior analyst or manager level.

Responsibilities

• Own the monthly financial reporting process, including preparation of the income statement, balance sheet, supporting schedules, and management reporting package.
• Reconcile reported financial results to the general ledger and other authoritative source records; investigate, explain, and resolve discrepancies.
• Coordinate with Accounting during month-end close to confirm the completeness, accuracy, and consistency of reported results.
• Establish and maintain definitions, reconciliations, documentation, and controls for recurring financial reports.
• Use Epicor Prophet 21 (P21) to understand and retrieve relevant financial and operational data, partnering with the business systems team.
• Write, troubleshoot, and maintain SQL queries that combine data from multiple tables and sources; validate query logic, joins, filters, calculations, and results.
• Develop, maintain, and troubleshoot Power BI data models, dashboards, and reports.
• Investigate legacy reporting logic and undocumented calculations.
• Reduce reliance on manual processes by creating repeatable, supportable reporting solutions.
• Use advanced Excel, including PivotTables, formulas, and data validation, for analysis and reconciliation where appropriate.
• Analyze monthly results, trends, and key performance indicators; explain material variances and identify risks, opportunities, and unusual activity.
• Support budgeting, forecasting, and financial modeling, including revenue, gross margin, operating expenses, cash flow, headcount, capital investment, and other business drivers.
• Develop and improve profitability analysis by customer, product, supplier, location, business unit, or other relevant dimensions.
• Prepare clear reporting and analysis for the CFO, leadership team, and board materials, explaining key results and the basis for reported metrics.
• Work with business leaders to clarify reporting needs and translate them into accurate, useful financial and operational information.
• Create and maintain dashboards, scorecards, and recurring management reports using Power BI and other reporting tools.
• Perform other duties or special projects as assigned.

What This Job Offers

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