Sr. Data Analyst - Charlotte

Title: Sr. Data Analyst

Report to: CFO

Desired Experience and Skills:

• Bachelor's degree in related field and/or relevant work experience
• Proficiency in the following platforms: NetSuite, Power BI, SQL, Microsoft Excel
• NetSuite: Experience with Saved Searches, Suite Analytics Connect, and a strong understanding of the NetSuite architecture (Transactions vs. Items vs. Entities).
• Power BI: Mastery of DAX (Data Analysis Expressions) and Power Query (M). Experience building automated data refreshes and managing workspace security.
• SQL: Proficiency in writing complex queries to join disparate datasets.

Financial Literacy: Ability to interpret a P&L, Balance Sheet, and Statement of Cash Flows in a data-driven environment.

Role Summary:

The Sr. Data Analyst serves as the bridge between our ERP (NetSuite) and our strategic decision-making engine (Power BI). Reporting to the CFO, this role owns the end-to-end data lifecycle-from auditing NetSuite system architecture to delivering high-impact executive dashboards that drive fiscal and operational efficiency.

Responsibilities:

• Architect Financial Models: Build and maintain the "source of truth" in Power BI by connecting directly to NetSuite via ODBC/API or data warehouse.
• Advanced Calculation Logic: Develop complex DAX measures to calculate nuanced KPIs
• Data Governance: Audit NetSuite data entry to identify system constraints/issues; collaborate with department heads to standardize data input for better reporting downstream.
• Predictive Insights: Move beyond descriptive analytics ("what happened") to predictive modeling ("what will happen"), providing the CFO with variance analysis and forecasting.
• Self-Service Enablement: Design intuitive, drill-down dashboards that allow stakeholders (Market Leadership, Ops) to answer their own questions without manual exports.
• Collaborate with multiple levels of stakeholders to understand their business needs, formulate, and deliver end-to-end analysis, including data gathering, modeling, and presenting.
• Deliver effective presentations of findings and recommendations to multiple levels of stakeholders, creating visual displays of quantitative information.

Qualities of a High Performing Team Member:

• Strong work ethic
• Accountability
• Approachable
• Committed
• Courageous
• Driven
• Dedication
• Integrity
• Learner
• Loyal
• Passionate
• Servant Leadership
• Team Player
• Trustworthy

The above statements are intended to describe the general nature and level of work being performed by Associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Associates are responsible for reviewing the CBI Sourcebook and other forms of communications such as policy and procedure updates for additional details and job requirements.