SEC Reporting Manager
November 18, 2025Senior Accountant
December 2, 2025Our client near Downtown Dallas is looking for a Finance/Business Analyst.
Job Description
SERVICE – Lead with a servant’s heart
PROFESSIONALISM – Perform our best every day
INTEGRITY – Do what is right
RESPECT – Treat each other the way we wish to be treated
INCLUSION – Value individual differences
TEAMWORK – Communicate and collaborate to achieve our goals
Summary of Position
The Business Analyst is a critical role that turns raw data into actionable insights. This position ensures that company leadership has access to accurate, timely, and relevant information to guide strategic decision-making, financial accountability, and program effectiveness. The Analyst goes beyond reporting—acting as a strategic partner who identifies trends, translates findings into recommendations, and improves the efficiency and credibility of organizational reporting processes.
Responsibilities and Essential Job Functions
- Performance Analytics: Evaluate business and program performance using internal and external data, providing insights that directly inform leadership decisions.
- Data Visualization & Reporting: Build, maintain, and optimize dashboards, reports, and visualizations (Power BI, Tableau, Smartsheet) tailored to program, finance, and organizational needs.
- Requirements Gathering: Partner with cross-functional teams to define data needs, establish metrics, and translate business questions into measurable outcomes.
- Strategic Insight: Identify emerging trends, risks, and opportunities to strengthen planning, improve operations, and ensure financial stewardship.
- Data Governance: Clean, validate, and standardize data to ensure consistency, reliability, and compliance across all reporting functions.
- Documentation & Transparency: Create clear process documentation, supporting internal controls and audit readiness.
- Presentation & Influence: Present findings to executives and stakeholders in a compelling, decision-focused manner.
- Workflow Innovation: Design and deploy Smartsheet forms, automated workflows, and process improvements that increase efficiency.
- Capacity Building: Train staff on data tools and reporting practices, enhancing data literacy across teams.
- Audit & Compliance Support: Prepare financial reports and supporting schedules for external audits; troubleshoot discrepancies and ensure alignment with compliance standards.
- Continuous Improvement: Proactively identify areas for analytic and process improvement within finance and operations.
- Other Duties: Carry out additional responsibilities as assigned by leadership.
Education and Experience
- Bachelor’s degree in Business Administration, Finance, Mathematics, Information Systems, or related field.
- 2–4 years of professional experience in business analysis, finance, or data analytics; nonprofit experience preferred
- Advanced Excel and proficiency with data visualization tools (Power BI, Tableau, Smartsheet).
- Knowledge of statistical analysis tools or programming languages (SQL, Python, R, etc.)
- Experience with process mapping and workflow automation (preferred).
- Strong analytical and problem-solving skills
- Ability to translate complex data into actionable recommendations
- Excellent communication and presentation skills.
- Experience with process mapping and workflow automation tools is a plus.
- Experience with statistical tools and programming languages is a plus.
Equipment
- Computer, telephone headset, fax, scanner and all office equipment and general office equipment
Travel and Compliance
- Must have a valid Texas driver’s license if applicable
- Driving record must comply with companies automobile insurance carrier requirements
- Must have liability insurance coverage and reliable personal transportation
- Ability to travel locally or out of town as required
- Must submit to and successfully pass all required company and Partner Program background checks throughout employment. These include FBI, Fingerprinting, Neglect and Abuse, Federal, State, Local, and Sex Offender background checks. Background check requirements may be expanded at the discretion of company and Partner Programs.
Physical Demands
- Work requires normal physical effort with minimal lifting requirements of items weighing 25 pounds or less
- Visual attention
- Manual dexterity/coordination
- On site position; company may at its discretion offer a hybrid schedule