Business Data Analyst at Berkheimer Tax Innovations

Plainfield Township, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

75000.0

Posted On

08 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Power BI, Analytical Skills, Visual Storytelling, Financial Data Analysis, Dashboard Design, Data Visualization, Budget Analysis, Process Documentation, Collaboration, Detail-Oriented, Microsoft Excel

Industry

Financial Services

Description

Description Berkheimer Business Services provides financial, accounting, compliance auditing, planning and analytical support to our internal stakeholders across our organization. We are currently seeking a data-savvy and research-driven Business Data Analyst to join our Financial Planning and Analysis (FP&A) team in our Pen Argyl, PA office. If you're passionate about turning numbers into meaningful stories—and you're confident in your Power BI skills—this is the opportunity for you! WHAT YOU’LL DO: As a Business Data Analyst, you will partner closely with internal clients to transform financial data into clear, concise visual reports and dashboards using Power BI. You'll bring strong analytical skills and a knack for visual storytelling to help stakeholders understand performance and identify opportunities for improvement. Responsibilities include: Design and maintain interactive dashboards and dynamic reports in Power BI to present financial data clearly and intuitively. Deliver insightful, actionable analysis to support decision-making and strategic planning. Identify and explain significant variances, trends, and anomalies in financial performance. Analyze monthly financial results against budget, forecasts, and prior-year performance. Assist in documenting business processes and supporting data-driven initiatives across departments. Uphold confidentiality and meet deadlines consistently in a professional manner. SCHEDULE + WORK ENVIRONMENT Full-time: Monday - Friday, 8 AM – 4 PM Location: On-site in our Pen Argyl, PA office Flexibility: Following an initial training period (~4 months), hybrid (office/remote) schedule is available based on performance and business needed PAY + BENEFITS Annual Salary: $70k - $75k, commensurate with experience Medical, dental, & vision insurance Generous PTO - Paid Holidays, Vacation, Personal & Sick time! 401(k) Profit Sharing Basic Life Insurance Tuition Reimbursement Travel Assistance Employee Assistance Program Long Term Disability Preparation of Wills Optional pet insurance Requirements Bachelor's degree in Accounting, Finance, Business Administration, or equivalent from a four-year university/college Minimum 2 – 4 years related experience and/or training Proven experience creating dashboards and visualizations with business analytical tools (PowerBI is strongly preferred, but a comparable software is acceptable) Strong analytical mindset with the ability to interpret financial data and communicate insights clearly Detail-oriented, organized, and able to work collaboratively across teams Computer literacy, with a intermediate knowledge of Microsoft Excel Berkheimer Business Services is an equal opportunity employer and offers a friendly work environment with great work/life balance. All positions are subject to a successful background check, including professional references.

Responsibilities

As a Business Data Analyst, you will partner with internal clients to transform financial data into visual reports and dashboards using Power BI. You will deliver actionable analysis to support decision-making and identify opportunities for improvement.