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
Skills Required
- 5-8+ years 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 financial analysis rigor (forecasting, modeling, variance analysis)
- 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
- 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
- Strong executive communication, presentation skills, and business acumen
What We Do
As more businesses journey towards increased sustainability, they need experienced partners to transform today’s operations into tomorrow’s results. Mantis Innovation delivers smart, sustainable solutions to improve facility performance from any starting point along this journey. We provide managed facility services and turnkey program management with technology-enabled solutions that target the entire building footprint from roofs, walls, and pavement, to HVAC, lighting and power. Mantis Innovation offers a comprehensive and strategic set of solutions for managed facility services. We’re looking at the entire facility, inside and out, and can impact 70% of what a building operator allocates critical budget dollars toward. Our turnkey solutions maximize results at every touchpoint of facility performance. Our technology platforms make those touchpoints accurate and visceral, backed by data from billions of feet of facility space. We offer all of this with a white glove service, meaning our clients receive an unparalleled level of professionalism and care. Mantis Innovation is the premier provider of smart solutions that deliver better building performance through managed facility services and turnkey program management. Mantis leverages expertise from a vast array of professional disciplines in engineering, comprehensive data collection and analysis, technology-enabled solutions, and a network of trusted partners. The Mantis Innovation managed solutions include energy procurement, demand management, solar, roofing, building envelope, pavement, LED lighting, HVAC/mechanical, building automation systems, and data center optimization. Mantis is headquartered in Houston, Texas, with 17 locations across the United States from Massachusetts to Washington.
