Financial Analyst - Reporting & Business Analytics

Job Description

Job Description

About the Role

Are you ready to make a meaningful impact with a company that values ownership, innovation, and service? At Cogent, a 100% employee-owned company, we provide creative and innovative fluid processing solutions that power essential infrastructure across the Midwest.

We are seeking a detail-oriented and technically savvy  Financial Analyst – Reporting & Business Analytics to support our finance team. In this role, you will play a vital part in delivering accurate financial data, insightful analysis, and robust reporting to support strategic decision-making. You won’t just be crunching numbers—you’ll be contributing to the financial health and long-term success of our organization.

What You’ll Do

As a Financial Analyst, your focus will be on driving financial clarity through precise data analysis, automated reporting, and proactive communication.

Key Responsibilities:

• Prepare, analyze, and present timely monthly, quarterly, and annual financial reports.
• Conduct business case analysis to support strategic initiatives and capital investment decisions.
• Prepare board-level materials and executive presentations, translating complex financial data into actionable insights for leadership.
• Develop and maintain the company’s rolling 12-month budget and planning model, ensuring accuracy and alignment with strategic goals.
• Develop and maintain automated financial reporting dashboards and models to track key performance indicators (KPIs).
• Collaborate with cross-functional departments to provide variance analysis and operational insights.
• Identify process improvements within financial reporting systems to drive efficiency.
• Maintain documentation and data integrity for financial systems and reporting tools.
• Protect operations by keeping financial information and strategic plans confidential.

Skills & Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, or a related field.
• Strong understanding of data structures and relational databases, including the ability to understand how data is organized.
• Ability to work with and manipulate data from multiple systems, including experience working with ERP databases and complex data structures.
• Strong organizational skills with exceptional attention to detail and ability to meet strict deadlines.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, VLOOKUPs) and PowerPoint; familiarity with ERP systems.
• Proven ability to build executive-level presentations and board-ready materials.
• Demonstrated experience in developing and maintaining rolling budget/planning models.
• Analytical thinker with the ability to interpret complex data sets and perform business case analysis.
• Excellent communication skills with the ability to present technical financial data to non-financial stakeholders.
• Self-starter who thrives in a fast-paced, team-driven environment.
• Collaborative mindset with a focus on process improvement.

Preferred:

• Experience in financial analysis, corporate reporting, or general accounting.
• Familiarity with financial reporting software (BI tools, etc.).
• Experience in industrial or manufacturing project environments.
• Interest in or experience with leveraging AI tools for financial reporting and process automation.

Why Work With Us?

Cogent is a growing organization with a long-term focus on delivering engineered solutions, equipment sales, repair services, installation, and proactive system support. We are driven by a mission to minimize customer downtime, improve system efficiency, and deliver the best long-term value. At Cogent, you’re not just an employee—you’re an owner. Our employee stock ownership plan (ESOP) empowers every team member to think and act like a business partner. Your contributions matter here.

We Offer:

• Employee Ownership (ESOP) – Share in our success
• 401(k) with Company Match
• Profit-Sharing Bonuses
• Medical, Dental, Vision & Life Insurance
• Generous PTO, Paid Holidays & Volunteer Time Off
• Career Development & Advancement Opportunities
• A Collaborative Culture that Values Innovation and Accountability

Make Your Mark with Cogent

This is more than just a reporting role—it’s a chance to grow your financial career, collaborate with a high-performing team, and contribute to industries that keep our communities running. Be part of a company that invests in you, values your input, and celebrates shared success.  Apply today and help us build something exceptional — together!