Business Intelligence Analyst, Data Insights

CBIZ

Analyst providing data insights and supporting decision-making across the firm. Collaborating with leaders to enhance financial and operational data analysis.

Posted 7/23/2026full-timeRemote • Ohio • 🇺🇸 United StatesJunior💰 $50,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in data analysis and visualization, with expertise in BI tools such as Power BI and Tableau. Strong ability to collaborate with business units to deliver actionable insights and maintain data integrity across reporting solutions.

Highest-signal resume keywords

Data AnalysisBusiness Intelligence ToolsDashboard DevelopmentData IntegrityCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisDashboard DevelopmentReportingAd Hoc AnalysisData Visualization

Soft Skills

Team CollaborationVerbal CommunicationWritten Communication

Tools & Technologies

Power BITableauQlikERP SystemsCRM Systems

Industry Keywords

Financial DataOperational DataAccounting ServicesAudit ServicesAdvisory Services

Tech Stack

Tools & technologies

ERPTableau

About the role

Key responsibilities & impact

Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems.
Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik).
Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance.
Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights.
Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services.
Support data quality initiatives and ensure data integrity across reporting solutions.
Document processes, methodologies, and data definitions to support transparency and repeatability.
Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services.
Present findings and recommendations to stakeholders in clear, compelling formats.
Assist in the automation of reporting and analytics processes.

Requirements

What you’ll need

College Degree or equivalent required
1 year related experience
Proficient use of applicable technology
Ability to follow technical instructions and guidelines
Ability to document daily activities and system functions
Able to work in team environment
Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
Ability to travel as required by business and on-call availability
Able to lift up to 50 lbs