Financial Data Analyst - Power Platform Specialist

United States·TaylorFull-time

Financial Data AnalystData & AI

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Overview

What We Offer: Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k),

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Financial Data AnalystData & AI

What We Offer:

Our excellent salary and benefits package includes medical, dental, vision, life insurance, short and long-term disability coverage, education reimbursement, 401(k), performance bonuses, and an employee stock program. Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion, Professional Development, Leadership Development, Rotation Program, Mentor Program, Sustainability Program, and Wellness Program.

Position Description:

We are seeking a detail-oriented and analytical Financial Data Analyst – Power Platform Specialist to join our growing team. In this role, you will serve as a strategic analytics partner within the finance organization, responsible for transforming complex financial and operational data into actionable insights that support executive decision-making. This role bridges financial analysis, business intelligence, and data architecture to identify trends, forecast performance, and guide strategic planning. The analyst will design scalable data models, develop advanced analytics, and deliver executive-level insights through the Microsoft Power Platform. In addition to building dashboards, this role will interpret financial data, evaluate business performance, and provide data-driven recommendations to improve financial outcomes across the organization.

This role will also impact the financial outcomes by assisting leaders across the organization with identifying efficiencies that could be realized through automation and working with them to build these automations. A mindset of continuous improvement is required.

Data Visualization & Reporting: Analyze financial and operational datasets to identify trends, risks, and performance drivers. Design and maintain advanced Power BI dashboards and analytical models that translate complex financial information into clear, actionable insights for executive leadership.

Automation & Optimization: Leverage Power Automate and Power Apps to streamline data collection, eliminate manual tasks, and build lightweight, automated data-driven solutions.

Data Reconciliation & Integrity: Perform complex financial data reconciliation and validation, using Power BI and Dataverse to ensure 100% accuracy in financial reporting.

ETL Processes: Extract, transform, and load (ETL) data from various sources using Power Query.

Stakeholder Collaboration: Partner with Finance and Operations leadership to define key performance indicators, evaluate financial performance, and translate complex financial data into strategic insights that support business planning and decision-making.

Advanced Analytics: Apply advanced analytical techniques using DAX, SQL, Python, or R to perform financial modeling, segmentation analysis, forecasting, and scenario evaluation. Identify opportunities for cost optimization, revenue improvement, and operational efficiency through data-driven analysis.

Maintain a safe working environment.

Bachelor’s degree in Finance, Accounting, Data Analytics, Information Systems, or a related field.

2+ years of experience in data analysis, specifically focused on financial reporting, MIS, or accounting data is required.

Power Platform Proficiency: Proven, hands-on experience in building complex Power BI dashboards and reports is required.

Automation Experience: Experience using Power Automate for workflow automation and Power Apps for developing business applications is required.

Technical Skills: Advanced proficiency in MS Excel (Power Pivot, macros) and working knowledge of SQL is required.

Analytical Skills: Strong analytical mindset with the ability to interpret data from multiple sources to deliver actionable insights is required.

Communication Skills: Excellent communication skills and ability to translate technical data into business insights is required.

Microsoft Certification (e.g., PL-300: Power BI Data Analyst Associate, PL-500: Power Automate RPA Developer) is desired.

Knowledge of Azure Data Factory or Azure SQL is desired.

Understanding of GAAP or federal financial management standards is desired.

About Wade Trim:

Wade Trim is committed to maximizing the value of infrastructure investments. We’ve been solving complex engineering challenges for a century. We customize our work approach to fit each project using a collaborative, friendly style to deliver solutions our clients can stand behind.

Our supportive culture recognizes and strives to fulfill collective client, company, and individual needs. Mentoring and building skills of Wade Trim staff is a priority. Frequent interaction among staff is encouraged, company leadership is easily accessible, and opportunities are provided for staff to help shape the firm’s future through strategic planning. Work/life balance is supported through a flexible, hybrid work schedule that brings team members together in the office at least three days a week and connects them virtually when working from home.

To solve our clients’ toughest challenges, we’ve devoted ourselves to delivering innovative solutions. Our Office of Applied Technology (OAT) is dedicated to seeking new technologies or ways to apply existing technologies to enhance value to our clients and positively impact communities. All staff are encouraged to share ideas and suggestions for innovative technologies or processes to adopt. This open-minded approach enables us to advance technology, foster innovation, and stay ahead of our clients’ needs.

Wade Trim’s success is shared by the employees that make it happen. Since our beginning, our firm has been 100% employee owned. This cultivates an ownership mindset that benefits our work approach, collaborative culture, and ability to deliver client solutions. We believe employee ownership drives the sustainability and growth of our firm and provides all our employees with opportunities for financial success.

If you are looking for a challenging and rewarding career in a friendly environment, please submit your resume by visiting the Careers section of our website at http://www.wadetrim.com/careers.

Wade Trim does not accept unsolicited resumes, candidate profiles, or CVs from third-party recruiters or employment agencies. Any submission made without a valid, signed agreement and an approved engagement request from Wade Trim’s People Services Team will be considered the property of Wade Trim. Wade Trim reserves the right to pursue and hire any candidate submitted through unsolicited means without any financial obligation to the recruiter or agency. A valid agreement can only be signed by the Director of People Services. Resumes or candidate profiles submitted at the request of a Wade Trim employee who is not authorized by the People Services team do not constitute a valid engagement. Recruiters and agencies must have a current, written agreement authorized by the Director of People Services to be considered an approved vendor.

Wade Trim is an Affirmative Action/Equal Opportunity Employer.