Demo

Business Intelligence Lead

Manthei Group
Petoskey, MI Full Time
POSTED ON 2/1/2025
AVAILABLE BEFORE 4/1/2025
The Manthei Group is a collection of third-generation, family-owned and operated companies with a passion for growth. We are seeking a brilliant data professional to understand, organize, and visualize complex financial numbers. As our businesses grow, this position offers significant opportunities for professional development and career growth. A degree in finance, accounting, computer science, or data science is strongly recommended. This is an onsite position located in beautiful Petoskey, Michigan.

Position Purpose: To create financial clarity and actionable insights, providing analysis of past results and foresight for future investments for the Manthei Group.

Key Responsibilities
Business Intelligence
  • Monthly Reporting: Develop and deliver executive-friendly monthly reports quickly and robustly summarize the Manthei Group’s financial position.
  • Financial Data Visualization: Standardize and integrate data from various departments and sources into cohesive visualizations, including:
    • Income Statements
    • Balance SheetsCash Flow Statements
  • Employee Flourishing: Design and generate reports to track employee well-being metrics.
  • Debt Analysis: Provide visualizations of both internal and external debt.
  • Investment Analysis:
    • Track and compare investment pro formas to actual performance.
Data Analysis and Visualization
  • Spreadsheet Mastery: Must be extremely proficient in spreadsheet software and formula creation
  • Business Intelligence Tools: Demonstrate expertise in visualization platforms such as Power BI, Tableau, or Looker Studio (the platform we use).
  • Key Metrics: Identify critical numbers and recommend strategies for improvement.
  • Data Practices Advocacy: Guide teams in structuring data into usable formats and creating visual spreadsheet databases.
Investment Pro Forma Creation and Analysis
  • Develop tools to standardize pro formas across diverse investments.
  • Perform comparative analyses of recent investments and actual results.
Accounting Responsibilities
  • Possess a deep understanding of accounting principles and rules.
  • Support and analyze monthly financial statements.
  • Prepare simple monthly financial statements.
  • ERP (NetSuite) Coordination:
    • Lead ERP best practices across the enterprise.
    • Oversee ERP projects to optimize operations and reporting.
Future Growth Potential
This role offers several pathways for professional growth based on skills, interests, and performance:
  • Individual Contributor: Deepen your expertise in the outlined responsibilities and continuously add value to these areas.
  • Leadership: Develop a team to expand your impact, create new efficiencies, and scale your contributions.
  • Operational Role: Transition into a leadership role within one of our business units as opportunities arise.
We offer a package of forward-thinking employee benefits, including excellent health, dental, vision, and life insurance, 401k with employer match, paid time off, paid holidays, award-winning adoption and foster care reimbursement, partial paid family leave, product discounts, and access to an onsite licensed professional counselor.
To learn more about who we are and what we do, visit mantheigroup.com. Manthei Group is an equal employment opportunity employer, everyone is encouraged to apply.

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