Senior Data Analyst, Finance, Pricing & Profitability Analytics

The Senior Data Analyst, Finance, Pricing & Profitability Analytics will build and maintain a suite of reporting and analytics tools focused on multiple profitability dimensions and client pricing. This role is responsible for end-to-end analytics solutions, from data engineering, dashboard creation, executing financial analysis, and producing executive-ready insights.

KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONS

• Business Intelligence, Advanced Analytics, & Reporting
  • Build and maintain Tableau dashboards and self-service reporting tools using strong visualization and metadata practices
  • Develop analytical models to support pricing, forecasting, profitability, and predictive analytics
  • Analyze trends, risks, opportunities, data quality issues, and margin performance across large datasets
  • Research source data and recommend visualizations that clarify client, fleet, pricing, and profitability performance

• Data Modeling, Automation, & Workflow Engineering
  • Automate recurring data pipelines using Python, SQL, and Alteryx
  • Write and optimize SQL queries for extraction, transformation, validation, and analysis.
  • Design scalable data models with attention to accuracy, relationships, and downstream reporting impact
  • Create reusable utilities, documentation, and standards that improve efficiency and sustainability
  • Support centralized, scalable reporting environments and consistent data definitions
  • Maintain version-controlled code, reusable analytics assets, and documentation

• Profitability Analytics & Pricing Strategy
  • Support development of a client profitability suite through data structuring, validation, transformation, and documentation
  • Build scenario models that estimate the financial impact of pricing changes across clients and services
  • Partner with Pricing leadership to evaluate proposals, historical performance, and strategic adjustments
  • Translate findings into clear recommendations for leadership decisions

• Cross-Functional Collaboration, Support & Enablement
  • Collaborate with Finance, Technology, Commercial, Product, Sales, and Account teams to clarify stakeholder needs
  • Convert business requirements into practical analytics that improve pricing, and profitability decisions
  • Provide training, documentation, and support for dashboards, applications, and recurring processes
  • Ability to communicate complex concepts clearly to technical and non-technical audiences

LEADERSHIP RESPONSIBILITIES

• Individual contributor role with opportunities to lead analytical workstreams, influence cross-functional decisions, establish standards, and train or guide others.

COMPETENCIES - SKILLS

• Technical Skills
  • Strong SQL skills in Microsoft SQL Server studio, data transformation, and validation
  • Experience with Tableau or similar BI platforms
  • Hands-on data modeling experience for large datasets and complex reporting relationships
  • Working knowledge of Python, Excel, PowerPoint, Alteryx, is a plus
  • Proven ability to use AI tools to complete tasks more efficiently and produce higher quality work via chat, Microsoft Co-Pilot co-work, and self-built agents

• Business & Analytical Acumen
  • Coachable, team player, & passion for continuous learning.
  • Strong understanding of financial modeling, pricing strategy, profitability analysis, BI concepts, and analytical patterns
  • Ability to identify trends, risks, opportunities, and data quality issues in complex datasets
  • Ability to balance analytical rigor, user experience, maintainability, and business value
  • Excellent communication skills with the ability to simplify complex ideas.
  • Strong organization, planning, project management, collaboration, and interpersonal skills
  • Curious, accountable, self-driven, and comfortable challenging assumptions in a fast-paced environment
  • Self-starter

EDUCATION AND EXPERIENCE

• Bachelor’s degree in finance, Mathematics, Engineering, Computer Science, Data Science, or a related quantitative field; master’s degree a plus
• 3-5 years of experience in analytics, data science, FP&A, pricing, BI, or a similar technical role
• Proven ability in building enterprise business intelligence dashboards, preferably with Tableau
• Proven ability in building Excel financial models and effective financial storytelling
• Proven ability managing large sets of data containing 1-500 million rows, automating workflows, and building reliable data pipelines
• Experience in B2B pricing, financial operations, fleet management, SaaS, or professional services preferred

CORE VALUES

At Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

• Integrity – Always act with integrity and honesty.
• One Team – Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.
• Innovation – Drive continuous improvement, spark creativity and embrace next generation thinking.
• Customer Success – Ensure that customer and driver success is at the heart of everything we do.

CULTURAL ATTRIBUTES

At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

• Discipline Drives Quality – Plan the Trip: Think proactively, hold a high bar, follow through by leveraging experience and systems. To produce quality outcomes, we must be intentional and deliberate in everything we do, from big bets to daily execution.
• Intellectually Curious – Fuel Your Minds: Be bold, challenge assumptions, think differently, look outside the box. Strive to unlock your own thinking and create new possibilities.
• Commit and Deliver – Own It: Take responsibility for your work, from start to finish, and be accountable for the results. Think and act like an owner of the business.
• Relationships Matter – Share the Ride: Trust is central, both with key internal and external stakeholders. Relationships are not a side effect of work but a driver of success.

JOB SPECIFICATIONS, PHYSICAL DEMANDS and WORK ENVIRONMENT

• Work Environment: This position is based in Schaumburg, IL and operates in a hybrid/remote professional office environment; Works in-office 3-days per week
• Position Type/Standard Schedule: This is a full-time position, Monday through Friday, with occasional extended hours as needed.
• Travel: Minimal travel required (less than 10%).
• Physical Demands: While performing the duties of this job, the employee is regularly required to sit, use hands, and view a computer screen for extended periods. Occasional walking and lifting (up to 10 lbs) may be required.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.

Pay Range:

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

Wheels applies AI-based analysis to application materials to help assess fitness for hire for the specific job being applied for and to recommend job postings that align with the candidate’s skills, by comparing the candidate’s skills to the characteristics and qualifications listed in job postings and/or criteria established by Wheels’ hiring team.