P

Plante Moran

Audit, tax, consulting, wealth management

Financial Data and Analytics Consultant

Data Analysis +1Posted on Nov 13
Full-timeSouthfield, MI, USA

About the Job

Requirements

  • A bachelor's degree in a related field is required.
  • One to five years of experience in financial data analysis and support is required.
  • A strong aptitude for data analysis is required.
  • Report development experience is required.
  • The ability to understand internal processes and terminology is required.
  • Strong troubleshooting skills are required.
  • The ability to communicate across functions to translate requests into deliverables is required.
  • Strong interpersonal and communication skills are required to promote positive working relationships with people in diverse roles and at all levels of the firm.

Responsibilities

  • Build and support financial and other key data from the financial systems used in Internal Accounting and across the firm.
  • Troubleshoot and enhance currently published reports.
  • Build and create reports in Workday, Power BI, and Adaptive Planning.
  • Intake report requests and identify the best data and solution to fulfill each request.
  • Assist with helpdesk reporting items and escalate issues appropriately.
  • Run assigned and ad hoc data requests and analysis.
  • Use SSMS (SQL), Power BI, Excel, Alteryx, and internal applications to investigate, transform, or analyze data.
  • Perform data analysis and cleansing.
  • Review, create, and investigate business processes using various Microsoft Power Apps.

Desired Qualifications

  • Familiarity with databases is preferred.
  • Advanced Excel and VBA skills are preferred.
  • Accounting, financial reporting, and analysis experience is preferred.
  • Workday experience is preferred.

About the Company

Plante Moran

Audit, tax, consulting, wealth management

Plante Moran is a large professional services firm offering audit, tax, consulting, and wealth management. Its services help clients manage risk, optimize finances, and plan strategy through teams of specialists who work with clients across 23 locations and internationally. The firm labels itself as people-first, aiming to treat business as personal and to build lasting relationships with clients, employees, and communities. Its product is delivered as practical advisory work—audits, tax planning, management consulting, and wealth guidance—tailored by multidisciplinary teams that partner with clients to advance their businesses and chart new territories. The main differentiator is the emphasis on people and personal service, backed by a century-long history and a large, distributed network of professionals. The goal is to be a trusted advisor that clients can rely on to grow their business, strengthen strategies, and support those who depend on them.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1924

Recently Posted Jobs

Explore more opportunities at Plante Moran

See more jobs