Senior Financial Analyst

Job Description

Mantis Innovation provides managed facility services and turnkey program management with technology-enabled solutions that target the entire building footprint. We look at the entire facility—inside and out—and can impact 70% of what a building operator allocates critical budget dollars toward, including: Strategic electricity and natural gas procurement, renewable energy, and demand response; climate impact reduction and reporting, net zero strategies, and sustainability planning; roofing, solar, HVAC assessment management, pavement, building envelope, data center optimization, and EV charging; lighting/LED retrofits, HVAC/mechanical systems, and BMS/BAS improvements and implementation.

Position Summary

We are seeking a highly analytical and business-focused professional to support executive leadership through advanced reporting, dashboard development, and business intelligence automation. This individual will sit at the intersection of Finance, Operations, IT, and Executive Leadership, helping transform data into actionable insights and executive-ready deliverables.

The ideal candidate has strong experience with Power BI, ERP/CRM data integration, along with strong financial analysis rigor (forecasting, modeling, variance analysis). This person is heavily involved in executive reporting and process automation, with the ability to partner cross-functionally and drive scalable reporting solutions across the organization.

Do you possess the following?

• Driven to take control of complex data environments and turn them into clear, repeatable reporting systems.

• Able to think independently and make sound decisions quickly—without needing constant direction.

• Direct and factual in communication, with the ability to translate complex data into clear insights for leadership.

• Highly motivated by ownership, measurable outcomes, and seeing your work directly influence business decisions.

• Comfortable operating in a fast-paced, high-expectation environment with tight timelines and multiple priorities.

• Strong preference for structure, accuracy, and building scalable solutions over manual, one-off work.

• Willing to challenge inefficiencies, streamline processes, and implement better ways of working across Finance, Operations, and IT.

Key Responsibilities

• Develop and maintain executive dashboards, KPI scorecards, and reporting packages using Power BI and related BI tools
• Partner with Finance, Sales, Operations, and IT teams to automate reporting and improve data visibility across the organization
• Build automated reporting workflows integrating ERP, CRM, and operational systems into Power BI and PowerPoint deliverables
• Build and maintain financial models supporting forecasting, budgeting, and planning.
• Perform variance analysis and communicate drivers to leadership.
• Support business reviews with financial and operational insights.
• Create executive-level presentations and board-ready materials with a strong focus on storytelling through data
• Design scalable reporting solutions that improve efficiency, reduce manual processes, and enhance decision-making
• Support monthly business reviews, forecasting, pipeline analysis, and strategic planning initiatives
• Work closely with IT and data teams to improve data integrity, data structure, and reporting architecture
• Translate complex business problems into actionable analytics and visualization solutions

Qualifications

• 5–8+ years of experience in business analytics, business intelligence, FP&A analytics, or related roles
• Bachelor’s degree in Business, Finance, Analytics, Information Systems, Engineering, or related field
• Advanced Power BI experience
• Strong experience with, Excel, PowerPoint, and data visualization tools
• Experience working with ERP and CRM platforms
• Proven ability to automate reporting and streamline business processes

Preferred Experience

• Experience in private equity-backed or high-growth environments
• Experience supporting executive leadership, board reporting, or operational reviews
• Familiarity with data modeling, ETL processes, and business intelligence architecture
• Exposure to automation tools, APIs, or Power BI-to-PowerPoint reporting workflows

Knowledge, Skills, Abilities

• Strong business acumen combined with technical analytics capability
• Someone who can “connect the dots” between data, operations, and executive decision-making
• A proactive self-starter who thrives in a highly collaborative and fast-moving environment
• A professional who can turn complex data into clear business narratives and actionable insights
• Strong executive communication and presentation skills
• Ability to operate in a fast-paced, cross-functional environment with multiple priorities

$110,000 - $145,000 a year

Base Salary

Note: Employees are held accountable for all duties of this job. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position.

What else can we offer you?

We offer a fantastic lineup of benefits, including Medical, Dental, Vision, FSA, HSA, 401k Matching, Paid Vacation, Paid Sick, Paid Holidays, Paid Parental Leave, Paid Short Term & Long Term Disability, Tuition Reimbursement, and a flexible hybrid work schedule (for office-based employees). Working at Mantis also brings tremendous professional development opportunities that allow you to make a real impact on both the company and your career!

Not sure you meet every single requirement?

Studies show that women and individuals from underrepresented groups often hesitate to apply unless they check every box. At Mantis, we’re committed to building an inclusive and equitable team—so if this role excites you, we’d love to hear from you, even if your experience doesn’t match every single qualification.

Mantis Innovation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.