Financial Data Analyst - Power Platform Specialist #2967

Wade Trim invites you to join as a Financial Data Analyst – Power Platform Specialist in Taylor, MI with a hybrid work arrangement. This role centers on turning complex financial and operational data into clear, decision-ready insights, building dashboards, automations, and data models to support executive planning. You will collaborate across finance and operations to influence strategy, supported by a culture that emphasizes teamwork, mentorship, and work-life balance.

Benefits and culture

What Wade Trim offers includes a comprehensive benefits package designed to support you and your family, such as health, dental, and vision insurance; life insurance; short-term and long-term disability; education reimbursement; a 401(k) plan; performance bonuses; and an employee stock program. The firm also supports a flexible, hybrid work schedule that brings team members together in the office at least three days a week. Beyond the tangible benefits, Wade Trim maintains a collaborative and friendly culture that prioritizes mentoring and skills development, with accessible leadership and opportunities for staff to help shape the firm's future through strategic planning.

Responsibilities

• Develop and maintain Power BI dashboards and analytical models that translate complex financial and operational data into clear, actionable insights for executive leadership; identify trends, risks, and performance drivers.
• Use Power Automate and Power Apps to automate data collection, reduce manual tasks, and deliver lightweight, data-driven solutions.
• Perform complex financial data reconciliation and validation using Power BI and Dataverse to ensure 100% accuracy in financial reporting.
• Execute ETL processes to extract, transform, and load data from diverse sources via Power Query.
• Collaborate with Finance and Operations leadership to define key performance indicators, assess financial performance, and translate data into strategic insights for planning and decision-making.
• Apply advanced analytics with DAX, SQL, Python, or R to support financial modeling, segmentation, forecasting, and scenario analysis; identify opportunities for cost optimization, revenue enhancement, and operational efficiency.
• Maintain a safe working environment.

Requirements

• Minimum 2 years of experience in data analysis focused on financial reporting, MIS, or accounting data.
• Proven hands-on Power Platform proficiency with the ability to build complex Power BI dashboards and reports.
• Experience using Power Automate for workflow automation and Power Apps for developing business applications.
• Advanced MS Excel skills (Power Pivot, macros) and working knowledge of SQL.
• Strong analytical mindset with the ability to interpret data from multiple sources and deliver actionable insights.
• Excellent communication skills and the ability to translate technical data into business context.

Technologies

• Power BI
• Power Automate
• Power Apps
• Dataverse
• Power Query
• DAX
• SQL
• Python
• R
• MS Excel (Power Pivot, macros)
• Azure Data Factory
• Azure SQL

Education

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