Financial Reporting Business Intelligence Analyst

About the position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

Responsibilities

• Responsible for extracting and collecting financial data using business intelligence tools to generate reports that inform strategic decision-making throughout the organization.
• Creates and develops accurate, consistent and timely financial reporting by extracting information from various applications and systems, manipulating data and developing user friendly final outputs.
• Designs, develops and maintains data visualizations using reports and dashboards created in Power Business Information (Power BI) desktop.
• Ensures reports are accurate and reconciles to systems of records (e.g. general ledger, data warehouse, etc.).
• Understands and communicates the positives and negatives of different options for data visualization and analytics. Makes recommendations as appropriate.
• Develops automated reports in the most effective medium.
• Generates and maintains inventories of standard reports and data field definitions and sources.
• Collaborates with Finance Business Partners to understand the business reporting needs, and recommends best practices and reporting solutions.
• Creates, maintains, develops, and enhances routine reports, new reports, and ad-hoc requests based on business needs.
• Administers and/or provides support for design of financial applications including Axiom, OneStream and General Ledger.

Requirements

• Bachelor's degree in accounting, finance, economics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced experience in data visualization - translating data into concise visual interpretation of financial information.
• Basic knowledge of business finance or accounting.
• Advanced computer skills including Microsoft Office applications (Word, Excel, Access, Outlook, etc.) and other related finance and/or report writing software applications.
• Basic knowledge of SQL Server Management Studio, SQL Server Reporting Services, and Power BI reporting and analytics applications.
• Solid experience with databases and the ability to manipulate and query large data sets.
• Solid knowledge and understanding of data, data definitions, data sources and data flow.
• Solid working knowledge of accounting and finance principles.

Nice-to-haves

• Master's degree preferred.

Benefits

• Hybrid model - up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement