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Tech Stack
Tools & technologiesAssembly
About the role
Key responsibilities & impact- Prepare and maintain standardized global reporting packages, deploying process automation to reduce manual data consolidation and report assembly; ensure accuracy through validation checks and clear documentation
- Serve as a primary pilot user for new efficiency tools, identifying opportunities to apply AI and automation to repetitive analysis and foundational reporting
- Develop improved tools and reporting across the Commercial Finance Organization to support budgeting and forecasting, enabling the broader team to improve forecast accuracy, highlight business trends, and identify risks and opportunities
- Maximize the use of Circana’s financial systems (Microsoft Dynamics CRM, Adaptive, NetSuite) to support revenue pipeline review and forecasting, recurring revenue analysis, and booking accuracy
- Provide ad hoc analysis, reporting, and support for special projects as assigned
Requirements
What you’ll need- Bachelor’s degree in finance, accounting, or related business majors
- Demonstrated ability to automate repeatable reporting tasks using tools such as Power Query, Power BI, or other workflow automation solutions
- Comfort leveraging modern productivity tools (e.g., Microsoft Copilot/AI assistants)
- Advanced proficiency in Excel required
- Workday Adaptive software experience a plus for budgeting and forecasting
- Experience extracting, manipulating, and delivering insights from large datasets
- Ability to manage ambiguity, proactively ideating solutions to key business problems
- Strong communication skills, with the ability to partner effectively with cross-functional teams to define business requirements and drive the adoption of new reporting initiatives
- Self-starter with intellectual curiosity, strict attention to detail, and the ability to manage multiple priorities in a fast-paced environment
Benefits
Comp & perks- Paid time off
- Medical/dental/vision insurance
- 401(k)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process automationreport assemblybudgetingforecastingdata consolidationdata validationExcelPower QueryPower BIdata analysis
Soft Skills
communicationproblem-solvingattention to detailself-starterintellectual curiosityability to manage ambiguitycross-functional collaborationprioritizationadaptabilityinitiative
