JOB DESCRIPTION
POSITION SUMMARY
The Data & Reporting Analyst is responsible for developing, maintaining, and enhancing financial, operational, and executive reporting solutions that help leaders make informed business decisions. This role combines business analytics, financial reporting, data management, and technical data solutions to support reporting, performance measurement, and continuous improvement initiatives across the organization.
The ideal candidate is an early-career professional who enjoys both the technical and business sides of data. They are comfortable working with databases, reporting tools, and business systems while also seeking to understand company operations, financial performance, and strategic objectives. This role offers a unique opportunity to gain exposure to senior leadership, learn the drivers of business performance, and help build scalable reporting and analytics capabilities across the organization.
This position will play a key role in connecting data from multiple systems, creating meaningful insights, automating reporting processes, and helping establish a trusted source of operational and financial information.
POSITION RESPONSIBILITIES
Financial Reporting & Business Analysis
- Assist with the development and maintenance of executive, operational, and financial reporting.
- Support monthly, quarterly, and annual reporting processes.
- Analyze financial and operational performance data to identify trends, risks, opportunities, and key business drivers.
- Develop dashboards and scorecards that measure company, division, department, and project performance.
- Support budgeting, forecasting, performance reporting, and business planning initiatives.
- Assist leadership with ad hoc analysis and special projects.
Reporting & Business Intelligence
- Develop, maintain, and automate recurring reports using Power BI, Datarails, Excel, SQL, and related tools.
- Create dashboards and visualizations that provide actionable insights for operational and executive leadership.
- Define and document reporting requirements, KPIs, metrics, and business rules.
- Ensure reporting consistency, accuracy, and usability across the organization.
- Continuously improve reporting processes through automation and standardization.
Data Management & Technical Solutions
- Develop and maintain SQL queries to extract, transform, validate, and analyze data.
- Connect and integrate data from multiple business systems into reporting solutions.
- Support the design, maintenance, and optimization of datasets, database views, and reporting structures.
- Troubleshoot reporting and data integrity issues and assist with timely resolution.
- Support data governance, quality assurance, validation, and reconciliation activities.
- Assist with creating a scalable and reliable data foundation that supports business reporting and analytics.
Business Partnership
- Collaborate with operational leaders, finance teams, project teams, and executives to understand business needs.
- Translate business questions into data-driven solutions and actionable insights.
- Help educate users and stakeholders on available reporting tools and capabilities.
- Support continuous improvement initiatives by identifying opportunities to leverage data and technology more effectively.
Additional Responsibilities
- Maintain documentation of reports, dashboards, datasets, and reporting processes.
- Stay informed on emerging technologies, reporting tools, and best practices.
- Perform miscellaneous duties as assigned.
REQUIRED SKILLS & QUALIFICATIONS
Technical Skills
- Working knowledge of SQL, including joins, filtering, aggregations, and data extraction.
- Experience with Microsoft Excel, including formulas, pivots, and data analysis techniques.
- Experience with Power BI, Datarails, or similar reporting and visualization tools preferred.
- Understanding of databases, reporting methodologies, and data structures.
- Interest in data integration, automation, business intelligence, and analytics.
- Ability to learn new software applications, systems, and technologies quickly.
Business & Analytical Skills
- Strong analytical and problem-solving capabilities.
- Ability to interpret financial, operational, and business data.
- Interest in understanding how businesses operate and make decisions.
- Ability to identify patterns, trends, and opportunities within data.
- Strong attention to detail and commitment to data accuracy.
Communication Skills
- Ability to communicate technical concepts to non-technical audiences.
- Strong written, verbal, and presentation skills.
- Ability to work collaboratively across multiple departments and functional areas.
SOFT SKILLS & ATTRIBUTES
- Curious and eager to learn.
- Strong desire for personal and professional growth.
- Self-starter who enjoys building and improving processes.
- Continuous improvement mindset.
- High degree of ownership and accountability.
- Collaborative team player who enjoys solving problems.
- Positive attitude and willingness to take on new challenges.
- Customer-service mindset focused on helping others succeed.
- Comfortable working in a fast-paced, evolving environment.
EDUCATION & EXPERIENCE
Required
- Bachelor's degree in Finance, Accounting, Business Analytics, Data Analytics, Information Systems, Computer Science, Engineering, Mathematics, Economics, or a related field.
Preferred
- 0-3 years of professional experience in analytics, finance, reporting, business intelligence, data management, or a related field.
- Internship, co-op, or academic project experience involving SQL, Power BI, Datarails, Excel, business intelligence, financial analysis, or data visualization.
- Experience with project-based, engineering, construction, manufacturing, or service-related industries is helpful but not required.
WHAT SUCCESS LOOKS LIKE
Within the first 12-24 months, this individual will:
- Become a trusted resource for financial and operational reporting.
- Build a strong understanding of company operations, financial performance, and key business drivers.
- Improve reporting efficiency through automation and standardization.
- Help create a connected, reliable, and scalable reporting environment.
- Deliver actionable insights that improve decision-making across the organization.
- Demonstrate the ability to bridge the gap between business needs and technical solutions.
WORKING CONDITIONS
- Most work is performed in an office environment; however, occasional visits to construction jobsites may be required.
- Employees must comply with company safety policies and wear appropriate personal protective equipment (PPE) when required.
EQUAL EMPLOYMENT OPPORTUNITY
Carroll Daniel is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. Carroll Daniel Construction is a background screening, drug-free workplace.
Note: This job description outlines the primary duties and responsibilities of the role and is not intended to be a complete listing of all tasks. Additional responsibilities may be assigned as needed to support business objectives.
