What are the responsibilities and job description for the Business Intelligence Analyst (Finance & Operations) position at Carter Support Services?
Industry: Manufacturing
Experience Level: 2–5 Years
Reports To: [Finance Manager / Director of Finance / Controller]Position Summary
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.
Key ResponsibilitiesReporting & Business Intelligence (≈60% – Core Focus)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.
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.
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).
Strong analytical and problem-solving skills
Ability to communicate financial insights clearly to non-finance stakeholders
Detail-oriented with a focus on accuracy and data integrity
Self-starter who thrives in a reporting-heavy, deadline-driven environment
This position is essential to improving visibility, accuracy, and speed of financial decision-making. The Financial Data Analyst will directly influence operational efficiency, pricing strategy, and leadership insight by delivering high-quality, reliable reporting across the organization.