Data Analyst at Polk Mechanical Company

Job Summary

We are seeking a highly skilled Senior Data Analyst specialized in Power BI dashboard development and reporting to support our portfolio companies and holding organization. This role will focus on creating actionable, real-time dashboards and reports to drive strategic decision-making across finance and operational functions. The ideal candidate will have a strong background in KPI development, report automation, and a keen understanding of financial and operational data, with potential to expand into ERP, ENTERPRISE APPLICATIONS, and other business systems.

Key Responsibilities

• Design, develop, and maintain high-impact Power BI dashboards and reports tailored for portfolio companies and the holding company, focusing on KPIs related to finance and operations.
• Collaborate with finance, operations, and executive teams to understand critical metrics and translate business requirements into scalable reporting solutions.
• Develop KPI frameworks and data visualizations that enable stakeholders to monitor performance, identify trends, and support strategic initiatives.
• Build and optimize reporting solutions leveraging data from ERP, ENTERPRISE APPLICATIONS, and other integrated systems, ensuring consistency and accuracy across all reports.
• Automate report generation and distribution processes to facilitate timely and efficient decision-making.
• Assist in data validation, quality assurance, and governance practices to ensure reliable reporting data.
• Stay current with Power BI best practices, trends, and new features, incorporating innovations into existing reporting solutions.
• Provide training and documentation to end-users to maximize self-service reporting and analytical capabilities.
• Contribute to cross-disciplinary projects that enhance data accessibility and reporting integration across platforms.
  
  

Qualifications

• Proven experience designing and delivering Power BI dashboards and reports in a professional setting, ideally supporting finance and operational functions.
• Strong understanding of KPI development, financial metrics, and operational data analysis.
• Familiarity with ERP, ENTERPRISE APPLICATIONS, and related business systems and their data structures.
• Excellent analytical skills with the ability to synthesize complex data into clear, actionable insights.
• Proficiency in data modeling, DAX, Power Query, and data visualization best practices.
• Experience integrating multiple data sources and ensuring data quality and governance.
• Strong communication skills, capable of translating technical concepts into business language for diverse stakeholders.
• Previous experience in a fast-paced, dynamic environment supporting portfolio companies or multi-entity organizations is a plus.
  
  

Position Will be ONSITE 100%

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