Senior Financial Data Analyst

Job Description:

The Senior Financial Data Analyst on our dynamic team, you will leverage your analytical expertise to unlock valuable insights from complex datasets, driving strategic decisions and enhancing operational efficiency. You will play a key role in advancing our analytical capabilities and directly contribute to our growth by delivering actionable insights to stakeholders. You will also be responsible for collaborating with cross-functional partners, maintaining accurate and timely data delivery, and ensuring data quality and governance standards are upheld across reporting activities.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

• Design, develop and maintain dashboards to support reporting and business insights across Finance, Operations, and Strategy teams
• Prepare detailed reports to present data trends, patterns and forecasts in a clear and accessible format
• Create workflows to automate data processes and improve efficiency
• Perform variance analysis and root cause identification to support executive decision-making
• Act as a change agent to drive process improvements, promote analytics maturity, and ensure consistency in reporting standards
• Solve complex business problems through data-driven solutions and process optimization
• Develop and maintain SQL/Python scripts and back-end code to support dashboards, automation, and data infrastructure
• Ensure data accuracy and integrity in all outputs, using QA checks and audit processes
• Collaborate with Finance and IT stakeholders to align data priorities with business goals
• Support ad-hoc reporting requests and provide insights into business cases, forecasting, and budgeting efforts
• Contribute to continuous improvement of data governance, definitions, and metadata documentation
• Analyze large, complex data sets to extract actionable insights related to customer behavior, financial performance, and operational trends
• Identify, analyze, and interpret trends and patterns to support strategic decision-making
• Present findings and recommendations to stakeholders, enabling data-driven decision-making across the business
• Stay informed on industry trends and best practices in data analysis and data science to enhance analytical processes
• Document and maintain best practices for reporting and data analysis
• Maintain and regularly update monthly reporting, ensuring accuracy and timely delivery of critical data
• Participate in tool evaluations, system upgrades, and analytics capability building initiatives

LEADERSHIP RESPONSIBILITIES

• Self-starter with a strong curiosity and desire for continuous learning
• Take ownership of assigned projects, lead complex analytical workstreams, and communicate effectively
• Opportunity to play a key role in transforming the finance organization’s reporting suite by advancing automation and visual analytics adoption
• Act as a mentor or technical advisor to junior analysts, where applicable

COMPETENCIES - SKILLS

• Alignment with strategic business impact, communication, and modern toolsets
• Demonstrated analytical skills with the ability to collect, organize, analyze, and disseminate large volumes of data with precision and attention to detail
• Proven experience analyzing operational and financial data to drive meaningful business insights
• Proficiency in SQL and Python, with strong capabilities in data transformation, automation, and querying
• Experienced in using data visualization tools such as Tableau and/or Power BI to develop executive-ready dashboards
• Hands-on experience with Alteryx or similar data prep tools is highly desirable
• Excellent verbal and written communication skills; able to present complex data concepts to non-technical stakeholders
• Strong problem-solving abilities and the capability to manage multiple tasks while meeting tight deadlines
• Solid understanding of financial statements, business KPIs, and enterprise performance metrics
• Familiarity with enterprise performance management tools such as OneStream, Hyperion, or Anaplan is a plus
• Experience with ETL processes and working with large datasets from multiple systems (e.g., ERP, CRM, Data Lake)
• Commitment to data integrity, transparency, and governance practices
• Ability to work independently and collaboratively in a cross-functional team environment

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Finance, Data Science, Statistics, Economics, or a related quantitative field is required
• Minimum of three (3) years of progressive experience in a data analytics, business intelligence, or financial analysis role
• Experience working in a matrixed environment or across finance and IT preferred
• Certification in SQL, Tableau, or data analytics tools is a plus

JOB SPECIFICATIONS and WORK ENVIRONMENT

• Work Environment:  This position may be based in Schaumburg, Ill in a professional office environment
• Positions Type/Standard Schedule: This is a full-time position, Monday through Friday, Hybrid (3 days onsite; Tue-Thu), with occasional extended hours as needed
• Travel: Minimal travel required (less than 10%)

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Benefits

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.

Pay Range:

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

EEO Statement
 

Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.