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Financial Reporting & Business Intelligence Analyst

Birmingham, AL | Administration

Job Description

This individual will be responsible for helping establish, promote, execute and maintain an integrated Financial Reporting and BI vision and plan for the delivery of decision making information and analytics for the Company and key stakeholders.

Primary duties include but are not limited to the following:

  • Develop and implement financial and operational reporting models and ensure the timely distribution of those reports to key stakeholders
  • Develop and implement budgeting tools and forecasting models
  • Provide analysis of reporting results to the VP of Administration and CEO on a periodic routine and ad-hoc basis as necessary to drive the Company’s overall strategic initiatives
  • Develop performance metrics for analyzing new and existing processes
  • Analyze performance data and interpret trends and opportunities
  • Administer the Company’s ERP system (Dynamics GP/Great Plains) so as to allow the effective and efficient operation of the key areas of the business
  • Provide support to the Company’s ERP end users in order to ensure effective and efficient use of the system
  • Work closely with internal IT, Operations, Sales and Engineering resources to develop, manage and implement strategies for the further integration of the Company’s ERP system with key management tools such as CRM and online sales order processing



  • CFA or CPA certification OR Master’s degree in Business Administration, Accounting, or Finance
  • 5 years of experience in financial planning and analysis functions
  • Experience with Dynamics GP/Microsoft Great Plains including FRx/Management Reporter and core system modules and administration thereof, strongly preferred
  • Experience with SQL or expert knowledge of Excel demonstrating a working knowledge of the fundamentals of data extraction & modeling as it relates to financial planning and analysis
  • Must be able to work both strategically to develop and manage integration plans as well as tactically to develop routine reports to support business operations
  • Ability to understand and negotiate priority, communicate timelines and deliver based on expectations
  • Ability to collect, analyze, and interpret both qualitative and quantitative data
  • Ability to work in time-sensitive environments and work across functional teams in order to deliver results
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