Financial Data Analyst

Overview

This role involves owning and coordinating the financial forecasting process for annual and periodic planning cycles. The Financial Data Analyst serves as the analytical bridge between Project Strategy & Planning, Operations, and Finance by transforming capacity plans, production schedules, customer demand, backlog, product mix, pricing, and historical performance into meaningful business forecasts and insights.

The position provides visibility into factory performance, bookings, customer mix, product mix, and revenue outlooks. The analyst helps leadership understand where the business is performing today, where it is expected to perform tomorrow, and which operational factors are driving results.

Location

Peachtree Corners, GA (Fully Remote)

Responsibilities

Forecasting & Business Planning

• Own and coordinate business forecasting activities, developing monthly bookings, volume, and revenue forecasts using capacity plans, production schedules, backlog, customer demand, historical performance, and other business inputs.
• Support customer, product, factory, and business-level forecasting while partnering with stakeholders to ensure assumptions reflect current business conditions.
• Analyze forecast changes, identify key business drivers, and communicate risks and opportunities impacting performance.

Data Analysis & Business Insights

• Create and maintain reporting that provides visibility into customer mix, product mix, factory loading, demand trends, and overall business performance.
• Analyze large datasets to identify trends, risks, opportunities, and performance drivers through scenario modeling and sensitivity analysis.
• Develop data-driven recommendations and translate complex analysis into clear, actionable insights for leadership and cross-functional teams.

Data Validation & Forecast Reconciliation

• Validate and reconcile data across schedules, operational reports, ERP systems, dashboards, and financial outputs to ensure forecast accuracy and consistency.
• Investigate data discrepancies, forecast variances, and reporting inconsistencies while maintaining documentation, assumptions, and controls that support transparency and data integrity.
• Establish and maintain trusted, repeatable forecasting processes and a reliable source of business performance data.

Reporting & Process Improvement

• Develop dashboards, management reports, trend analyses, and executive-level presentations that support business planning and decision-making.
• Standardize forecasting tools, templates, and reporting structures while improving data quality, reporting efficiency, and forecast visibility.
• Automate recurring reporting, validation, and data preparation activities and partner with digital and analytics teams to enhance forecasting capabilities and reduce manual effort.

Requirements

• Bachelor’s degree in Data Analytics, Business Analytics, Finance, Economics, Supply Chain, Engineering, Operations, Mathematics, Statistics, Business, or 4 years equivalent experience in lieu of a bachelor’s degree.
• 3+ years of experience in data analytics, forecasting, business intelligence, operations analytics, manufacturing analytics or financial analysis.
• Advanced Microsoft Excel skills including complex formulas, pivot tables, data modeling, reconciliations, and large dataset analysis.
• Strong analytical and problem-solving skills with the ability to work through ambiguity.
• Experience building dashboards, reports, and executive-level presentations.
• Ability to translate detailed data into actionable business recommendations.
• Strong communication and stakeholder management skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Willingness to travel up to approximately 5% yearly.

Preferred Qualifications

• Experience with Tableau, Power BI, SAP, KNIME, SQL, Smartsheet, Power Query, Power Automate, Python, or similar analytical tools.
• Experience in manufacturing, project-based, engineer-to-order, or configure-to-order environments.
• Knowledge of capacity planning, production scheduling, backlog management, customer demand analysis, and operational forecasting.
• Lean, Six Sigma, or continuous improvement experience.

Compensation & Benefits

• Pay range: $66,973 - $114,811
• The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location.
• Health and wellness benefits are available; specific details are provided by the employer.