Location: Remote, US
About the Role
The Lead Finance Transformation Data Analyst is responsible for building out reporting packages around core metrics and partnering closely with FP&A leaders to stand up scalable, repeatable reporting that does not yet exist. This role plays a critical part in maturing the organization's data practice — developing a reporting playbook, producing consistent monthly, quarterly, and ad hoc financial outputs, and driving improvements to how financial data is structured, accessed, and used across the enterprise.
Your Role Responsibilities — Here's What You'll Do
- Partner with FP&A leaders to identify reporting gaps and build scalable, repeatable reporting packages centered on core financial and operational metrics.
- Design and maintain a comprehensive reporting playbook that standardizes processes, definitions, and outputs across the finance function.
- Produce accurate and timely monthly, quarterly, and ad hoc financial reports and data deliverables to support executive and operational decision-making.
- Evaluate and improve existing data practices, ensuring financial data is structured, reliable, and accessible in a consistent and scalable way.
- Collaborate with IT and Finance Systems teams to leverage tools including MS SQL, Azure, and data warehouse environments to enhance reporting capabilities.
- Analyze large datasets and develop visual dashboards that surface real-time financial insights and support FP&A storytelling and strategic planning.
Technology Tools
- MS SQL — experience querying and managing relational databases.
- Microsoft Azure — familiarity with cloud-based data and analytics services.
- Data Warehouse — general experience working within data warehouse environments to support financial reporting and analytics.
Role Essentials — What You'll Need to Succeed
- Bachelor's degree in Finance, Accounting, Business Administration, Data Analytics, or a related field.
- 7+ years of progressive experience in finance, accounting, financial systems, or data analytics roles.
- Demonstrated experience building repeatable financial reporting packages and partnering with FP&A or finance leadership teams.
- Expert Excel skills and experience with business intelligence tools (e.g., Power BI, Tableau).
- Proficiency in process mapping, data documentation, and continuous improvement methodologies.
What We'd Like to See — Preferred Skills
- Experience designing and maintaining financial reporting playbooks or standardized reporting frameworks.
- Strong financial modeling, valuation, and advanced analytical skills.
- Familiarity with ERP, EPM, or data warehouse platforms in a finance context.
- Proven ability to work independently to stand up new processes and reporting capabilities from the ground up.
- Experience driving data practice improvements, including data governance, definitions, and quality standards.
About Hyland
Hyland is the pioneer of the Content Innovation Cloud™, delivering ubiquitous enterprise intelligence to organizations with solutions that unlock actionable insights and drive automation.
Trusted by thousands of organizations worldwide, including many of the Fortune 100, Hyland's solutions create the foundation for a connected, agentic enterprise, where teams harness the power of AI to redefine how they operate and engage with those they serve. For additional information on Hyland's platform and services, please visit
Hyland.com.
© Hyland. All rights reserved.
Since 1991, it has been Hyland's mission to help our employees, customers and partners exceed their potential with our industry-leading
content services platform. Our employees exude a contagious energy and are passionate about what they do – whether it's helping customers succeed, raising up their fellow Hylanders, or engaging in the communities where they live and work.
The #HylandLife hashtag encompasses our employee-centric culture. Our employees live our culture day in and day out by bringing their best self to work. Hyland supports them to do just that through career development resources, wellbeing programs and innovation practices. We thrive on diverse viewpoints and new ideas and believe that a positive, inclusive workplace is imperative to sustainable success.
As we've grown to a company of nearly 4,000 strong, we have the opportunity to
make a significant impact on our communities. We strongly support employee initiatives and align our giving campaigns and programs to organizations that are important to them.
Equal Opportunity Statement
Hyland is an equal opportunity employer. We value diversity and are committed to providing an inclusive workplace for all employees and applicants. Employment decisions are made without regard to any characteristic protected by applicable laws and regulations. Information collected during the hiring process is used solely to assess qualifications, verify identity, and comply with legal requirements.
