Financial Analyst

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone’s empowered to be their best.

Job Description: Financial Analyst
Financial Analyst – Operational Reporting & Business Intelligence

Position Summary

We are seeking a detail-oriented, analytical, and proactive Financial Analyst to support financial planning, operational reporting, and data-driven decision-making for our Store Care team. This role is responsible for financial analysis, budget preparation, weekly reporting, Power BI development and maintenance, and the preparation of management presentations. The Financial Analyst will also conduct monthly business reviews with Handyman and Insourcing vendors and partner with Store Care Managers to interpret data, identify trends, and provide actionable insights. The ideal candidate demonstrates a strong sense of urgency, accuracy, and accountability in delivering timely, reliable reporting that supports business objectives and operational performance.

Work Location: Deerfield, IL
Work Arrangement: Hybrid — four days per week in the office and one day remote

1. Responsibilities

• Financial Analysis and Reporting: Analyze financial and operational data to identify trends, variances, opportunities, and potential risks. Translate findings into meaningful insights to support business decisions and improve performance.
• ServiceChannel Data and Reporting: Extract, analyze, validate, and report data from ServiceChannel to support operational oversight, performance tracking, and business reviews.
• Budget Preparation: Assist with the development, preparation, and monitoring of budgets, including analyzing actuals against budget, identifying variances, and supporting financial forecasting activities.
• Weekly Reporting: Prepare and distribute accurate, timely weekly reports on key financial and operational metrics, ensuring stakeholders have the information needed to monitor performance and make informed decisions.
• Power BI Development and Maintenance: Develop, enhance, and maintain Power BI dashboards, reports, and visualizations to improve data accessibility, reporting efficiency, and visibility into business performance.
• Management Presentations: Prepare clear, professional PowerPoint presentations that summarize financial results, operational trends, performance metrics, and key findings for management and vendor business reviews.
• Vendor Business Reviews: Lead or support monthly business reviews with Handyman and Insourcing vendors, reviewing performance metrics, financial results, trends, and opportunities for improvement.
• Store Care Team Support: Partner with Store Care Managers to interpret financial and operational data, explain reporting results, answer questions, and provide insights that support day-to-day operations and strategic initiatives.
• Data Accuracy and Integrity: Validate data, investigate discrepancies, and maintain consistent reporting methodologies to ensure the accuracy, completeness, and reliability of financial and operational reports.
• Timely Response and Prioritization: Respond to reporting requests with a strong sense of urgency, effectively prioritize competing deadlines, and communicate potential delays or reporting issues proactively.
• Continuous Improvement: Identify opportunities to streamline reporting processes, improve dashboards, automate recurring reports, and enhance the quality and efficiency of financial and operational analysis.

2. Core Competencies

• Analytical Thinking: Ability to interpret complex financial and operational data, identify meaningful trends, and draw sound conclusions.
• Attention to Detail: Demonstrates a high level of accuracy and diligence when preparing reports, analyzing data, and validating results.
• Sense of Urgency: Recognizes time-sensitive business needs and delivers accurate, high-quality reporting within established deadlines.
• Problem-Solving: Investigates discrepancies, identifies root causes, and recommends practical, data-driven solutions.
• Business Acumen: Understands how financial and operational performance metrics relate to business objectives, vendor performance, and store operations.
• Technical Proficiency: Ability to work with reporting systems and analytical tools, particularly ServiceChannel, Power BI, Excel, and PowerPoint.
• Organization and Prioritization: Manages recurring reporting responsibilities, ad hoc requests, and monthly business reviews while maintaining accuracy and timeliness.
• Continuous Improvement Mindset: Seeks opportunities to improve reporting processes, data quality, dashboard functionality, and analytical capabilities.
• Collaboration: Works effectively with Store Care Managers, vendors, and other internal stakeholders to support shared business goals.
• Accountability and Ownership: Takes responsibility for the quality and timeliness of deliverables and follows through on commitments.

3. Communication

• Communicate financial and operational findings clearly, accurately, and concisely to both financial and non-financial audiences.
• Translate complex data into actionable insights and recommendations that support business decisions.
• Present reporting results, performance trends, and key takeaways during monthly vendor business reviews and internal management meetings.
• Collaborate with Store Care Managers to explain metrics, answer questions, and help stakeholders understand the implications of reported data.
• Prepare professional PowerPoint presentations and written reports that effectively communicate financial results and operational performance.
• Proactively communicate reporting deadlines, emerging issues, data discrepancies, and changes in business performance.
• Build productive working relationships with internal teams and external vendors through responsive, professional, and solution-oriented communication.

4. Qualifications

• Experience in financial analysis, business analysis, operational reporting, or a related analytical role.
• Demonstrated ability to interpret data, identify trends, investigate variances, and communicate findings accurately.
• Experience preparing financial reports, budgets, forecasts, and performance analyses.
• Proficiency in Microsoft Excel, including data analysis, reporting, and spreadsheet management.
• Experience developing, maintaining, or supporting Power BI dashboards and reports.
• Ability to extract, manipulate, validate, and report data from business systems; experience with ServiceChannel is preferred.
• Proficiency in preparing PowerPoint presentations for management reporting and business reviews.
• Strong organizational skills and the ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated sense of urgency and commitment to delivering accurate, timely reporting.
• Ability to work independently while collaborating effectively with cross-functional teams and external vendors.
• Strong problem-solving skills and the ability to turn data into practical business insights.
• Ability to work onsite at the Deerfield office four days per week, with one remote workday.

5. Education

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Data Analytics, or a related field preferred.
• Additional coursework, certifications, or training in financial analysis, business intelligence, data visualization, or Power BI is a plus.

Hybrid role: will work 4 days a week in office in Deerfield Illinois and one day a week remote.

Pay Range:

We offer a comprehensive benefits package that may include medical, dental, vision, 401k matching, and more!

Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to careers@marmon.com, and please be sure to include the title and the location of the position for which you are applying.