Financial Insights Analyst
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 Financial Insights 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 Financial Insights 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: $64k – 72k, 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 working 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.
Average salary estimate
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