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.
