What are the responsibilities and job description for the Business Analyst position at Wilcox + Flegel?
We are seeking a talented Business Analyst to join our Finance department at Wilcox Flegel. As a Business Analyst, you will play a key role in analyzing financial data, identifying trends, and providing valuable insights to support strategic decision-making. If you have a passion for numbers, a keen eye for detail, and strong analytical skills, we would love to hear from you. Join us at Wilcox Flegel and be part of a dynamic team that is dedicated to driving success through data-driven insights.
Company Mission
To create lasting partnerships with our customers, our employees, and the communities we serve.
Vision
We make distribution effortless.
Our Core Values
Positively Impacting Others Create positive energy using empathy and kindness
Adapt to Change Embrace, encourage and excel in a changing environment
Team Environment Create synergy with common purpose and commitment
Honest Communication Communicate to build trust and mutual respect
Safe and Strong Work Ethic Consistently producing high quality work in a safe manner
We offer an industry-leading benefits package that includes the following:
Medical, Dental, Vision, RX, Optional FSA
Optional Medical Waive Bonus
Company paid Life Insurance, Short Term & Long Term Disability, and AD&D
401(k) with a generous company match
Paid Time Off, 120 hours per year
7 Paid Holidays
Working Holiday Pay
Volunteer Employee Program – get paid to volunteer!
Employee Fuel Discount Account
Profit Sharing Program
Wellness Program Incentives
Recognition & Reward Program
Team Member Referral Bonus
Position Summary:
The Business Analyst plays a critical role in driving data-informed decision-making across our organization. This role is responsible for analyzing large and complex operational data sets to develop key performance indicators (KPIs), uncover business opportunities, and create detailed reports and visualizations that communicate critical insights to leadership.
This role requires close collaboration with stakeholders to gather business requirements, identify process inefficiencies, and develop data driven solutions. The analyst will evaluate the financial and operational impacts of strategic initiatives, leveraging market research to compare performance against industry peers and track evolving financial metrics. The insights provided will support organizational growth, operational efficiencies, and competitive positioning. Additionally, this role will ensure data integrity and governance best practices are followed to enhance reporting accuracy and business decision-making. Responsible to role model our Core Values.
Essential Position Functions and Responsibilities:
Analyze operational and financial data to identify trends, develop KPIs, uncover opportunities for improvement, and make recommendations across business units.
Collaborate with stakeholders to gather business requirements and translate them into functional specifications for reporting and analytics solutions.
Create detailed reports, including dashboards and visualizations, to communicate trends and analysis to stakeholders.
Synthesize existing market research and industry benchmarks to track competitive performance and evolving financial metrics.
Support project teams in evaluating the impact of financial and operational changes.
Identify process inefficiencies, recommend data-driven solutions, and support continuous improvement initiatives.
Perform ad-hoc analyses to address specific business questions or challenges.
Develop and maintain documentation on data sources, business logic, and reporting methodologies.
Ensure data integrity and accuracy through validation processes and governance best practices.
Other duties as assigned by Manager or Supervisor.
Critical Core Competencies and Skills:
Data Analytics & Business Intelligence – Proficiency in analyzing complex operational and financial data sets using tools such as SQL, Excel, and statistical software.
Data Visualization – Ability to create detailed management dashboards, reports, and visualizations using Power BI, Tableau, or similar software, effectively communicating insights to stakeholders.
Financial & Operational Analysis – Capability in interpreting financial metrics, performing variance analysis, and understanding financial trends to support strategic decision-making.
Process Improvement – Ability to assess existing processes, identify inefficiencies, and recommend data-driven improvements.
Problem Solving & Critical Thinking – Strong analytical thinking and creative problem-solving skills to address business challenges.
Communication & Stakeholder Engagement – Excellent verbal and written communication skills to translate data findings into actionable insights for non-technical stakeholders.
Project Management – Ability to manage multiple priorities, meet deadlines, and effectively communicate progress on data initiatives.
Adaptability & Agility – Flexibility to perform ad-hoc analyses, respond to changing business needs, and work in a fast-paced environment.
Minimum Education and Experience:
Bachelor’s degree in Business, Finance, Accounting, Computer Science, Engineering, or related field plus 2 years of related work experience, or equivalent combination of education and experience.
Preferred Education and Experience:
Knowledge of oil & gas industry or fuel distribution experience.
Experience working with ERP, CRM, or business intelligence platforms (e.g., SAP, NetSuite, iRely, Salesforce, or similar tools).
Bachelor’s degree in Business, Finance, Accounting, Computer Science, Engineering, or related field plus 4 years of related work experience, or equivalent combination of education and experience.
Licenses, Certifications and/or Registrations:
Preferred: Certification in Business Analysis (CBAP), Data Analytics (Google Data Analytics, Microsoft Certified: Data Analyst Associate), or similar credentials
Equipment and Software Requirements:
Proficiency in Microsoft Office suite
Technical skills in Power BI or similar analytics tool (or willingness to learn)
Experience with SQL and database querying for data extraction and reporting
Experience with statistical analysis software tools
Position Location/Working Conditions/Equipment
Office Environment
Physical Requirements
Typically sitting at desk
Typically standing or walking
Repetitive wrist, hand or finger movement
Occasional lifting (40 lbs.)
Equipment
Office equipment