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Business Intelligence Analyst (Finance & Operations)

Carter Support Services · Santa Clara, California · Posted Jun 19, 2026 · $85,000 to $90,000 a year

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Location: Eugene Oregon

Industry: Manufacturing

Experience Level: 2–5 Years

Reports To: [Finance Manager / Director of Finance / Controller]

Position SummaryThe Financial Data Analyst will play a critical role in transforming financial and operational data into actionable insights for a manufacturing organization. Approximately 60% of this role is focused on reporting, with a strong emphasis on building BI reports from scratch to support leadership decision-making across finance, operations, and commercial teams.

This role requires a hands-on analyst who is comfortable working with raw data, designing dashboards and reports, and delivering clear, accurate financial insights in a fast-paced manufacturing environment.

Key ResponsibilitiesReporting & Business Intelligence (≈60% – Core Focus)• Design, develop, and maintain financial and operational reports from scratch using Business Intelligence tools (Power BI, Tableau, or similar).

  • Build automated dashboards and recurring reports to support budgeting, forecasting, cost tracking, and performance analysis.
  • Partner with finance and operations leaders to define reporting requirements and translate business needs into BI solutions.
  • Ensure data accuracy, consistency, and integrity across all reporting outputs.
  • Improve existing reporting processes by standardizing metrics and enhancing visualization quality.

Financial & Operational Analysis• Analyze financial performance, including revenue, costs, margins, and variances across manufacturing operations.

  • Support month-end and periodic financial reporting activities with data validation and analysis.
  • Identify trends, risks, and opportunities within production, labor, material, and overhead costs.

Pricing & Commercial Support (Nice to Have)• Assist with pricing analysis, including margin analysis and profitability modeling.

  • Support regular pricing updates, customer quotes, and new business pricing requests.
  • Collaborate with sales and operations teams to evaluate pricing strategies and cost impacts.

Required Qualifications (Must-Haves)• 2–5 years of experience in a financial analyst, data analyst, or reporting-focused role.

  • Proven experience creating BI reports and dashboards from scratch (Power BI, Tableau, or similar required).
  • Strong understanding of financial data, KPIs, and reporting structures.
  • Advanced Excel skills (pivot tables, formulas, data modeling).
  • SQL or other data-querying experience.
  • Ability to work independently with raw data and minimal structure.
  • Experience supporting or working within a manufacturing or industrial environment is strongly preferred.

Preferred / Nice-to-Have Qualifications• Experience with pricing, margin analysis, and profitability modeling.

  • Exposure to quoting processes and pricing updates for new or existing customers.
  • Experience working with ERP systems (e.g., SAP, Oracle, NetSuite, Dynamics).Understanding of standard manufacturing cost structures (COGS, labor, materials, overhead).

Key Competencies• Strong analytical and problem-solving skills

  • Ability to communicate financial insights clearly to non-finance stakeholders
  • Detail-oriented with a focus on accuracy and data integrity
  • Self-starter who thrives in a reporting-heavy, deadline-driven environment

Why This Role MattersThis position is essential to improving visibility, accuracy, and speed of financial decision-making. The Financial Data Analyst will directly influence operational efficiency, pricing strategy, and leadership insight by delivering high-quality, reliable reporting across the organization.

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