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Data Analyst, Finance
IDEX CorporationFinance Data & Transformation Analyst developing and maintaining Power BI dashboards at IDEX Health & Science. Supporting finance data transformation initiatives and executive-level reporting with clear insights.
Posted 7/16/2026full-timeRemote • California, Massachusetts, New York, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $105,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis and business intelligence, with a strong focus on Power BI dashboard development, financial reporting, and data transformation initiatives. Proficient in translating complex financial data into actionable insights while ensuring data accuracy and consistency across various teams.
Highest-signal resume keywords
Power BI Dashboard DevelopmentFinancial AnalysisData ModelingFinancial ReportingAgile/Scrum Methodology
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData AnalyticsPower BIDAXKPI DevelopmentStatistical ModelingCost AccountingFP&AData TransformationFinancial Reporting
Soft Skills
Analytical SkillsProblem-SolvingAttention to DetailCommunication SkillsPresentation Skills
Tools & Technologies
JD EdwardsERP SoftwareAgile Framework
Industry Keywords
FinanceAccountingManufacturing Financial EnvironmentData GovernanceReporting Standardization
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- This position plays a critical role in advancing IH&S’s finance data transformation initiatives by focusing on developing and maintaining Power BI dashboards, enabling standardized financial reporting, and translating complex financial and operational data into clear, decision-ready insights.
- Building data models and creating processes for monthly, quarterly, and annual financial reporting cycles, ensuring accuracy, consistency, and timeliness of data.
- Analyze financial and operational data to identify ways to capture and report on trends, variances, risks, and opportunities, and present findings to finance leadership.
- Partner with Finance, Accounting, Commercial, IT, and Operations teams to ensure data consistency, and alignment between the tools (dashboards/reports) used for financial reporting and to monitor business performance drivers.
- Maintain and prioritize reporting and analytics backlogs leveraging the Agile framework.
- Support executive-level reporting by creating clear, concise, and visually compelling dashboards and summaries.
- Contribute to finance and business transformation initiatives, including automation of reporting processes and improvement of data accessibility and usability.
- Support various workflows by developing financial KPI calculation logic, creating PBI visuals for leadership consumption.
- Support standardized reporting frameworks and ongoing transformation initiatives related to forecasting, reporting standardization, and data governance.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, or related field, with an emphasis in quantitative methods, statistical modeling, and data science.
- 3+ years of experience in financial analysis, business intelligence, or data analytics roles in a manufacturing financial environment.
- Strong understanding of and experience with financial accounting concepts including financial reporting, cost accounting, FP&A, and KPI development.
- Understanding of ERP software is required, proficiency in JD Edwards is preferred.
- Familiarity with Agile/Scrum methodology is preferred. Familiarity with Agile/Scrum outside of traditional software design is ideal.
- Strong analytical and problem-solving skills with the ability to translate complex business requirements into effective technical solutions.
- Strong proficiency in Power BI, including DAX and data modeling.
- Attention to detail, with consistent application of audit trails, versioning, and documented best practices.
- Excellent communication and presentation skills, with the ability to interact effectively with all levels of the organization.
Benefits
Comp & perks- Health benefits
- 401(k) retirement savings program with company match
- PTO
- Performance-based bonus plan