AssistRx

BI Reporting Analyst

AssistRx

full-time

Posted on:

Location Type: Hybrid

Location: Maitland • Florida • United States

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Tech Stack

ERPSQL

About the role

  • Deliver weekly, monthly, and quarterly reporting packages for Executive Leadership, FP&A, and Operations
  • Maintain and enhance core KPI dashboards covering revenue, margin, volumes, labor, utilization, churn, and client performance
  • Ensure data accuracy and consistency by reconciling results across financial systems, operational platforms, and data warehouses
  • Support budgeting, forecasting, and long-range planning by providing clean, auditable reporting inputs
  • Translate ambiguous business questions into clear, structured analyses and actionable reporting
  • Identify trends, variances, and anomalies, proactively surfacing risks and performance opportunities
  • Partner with FP&A and operational leaders to define new metrics and continuously improve insight quality
  • Develop scalable data models that support repeatable and self-service analytics
  • Reduce manual effort by automating reporting through BI tools, scripting, and improved data pipelines
  • Improve data integrity through validation rules, controls, documentation, and metric governance
  • Own metric definitions, calculation logic, and data lineage to ensure reporting consistency across the organization

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Analytics, Information Systems, Data Analytics, or related field
  • 3–5+ years of experience in reporting, FP&A, business intelligence, or analytics
  • Advanced Excel skills (Power Query, Power Pivot, Excel Data Model)
  • Strong experience with Power BI, including building data models and dashboards from scratch
  • Experience working with large datasets across multiple source systems
  • Exceptional attention to detail with a demonstrated ability to reconcile and validate financial and operational data
  • Experience in private-equity-backed, high-growth, or services-based organizations
  • SQL or other query language experience
  • Experience with NetSuite (or similar ERP) reporting
  • Involvement in BI or ERP implementations
  • Exposure to revenue cycle, healthcare, SaaS, or transaction-based businesses
  • FP&A or Finance background with strong understanding of financial statements and profitability drivers
Benefits
  • Supportive, progressive, fast-paced environment
  • Competitive pay structure
  • Matching 401(k) with immediate vesting
  • Medical, dental, vision, life, & short-term disability insurance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
reportingbudgetingforecastingdata modelingdata analysisSQLExcelPower BIdata validationautomation
Soft Skills
attention to detailanalytical thinkingcommunicationproblem-solvingcollaboration