Citrusdal: Finance Business Intelligence (BI) Specialist posted by IS Recruitment

About the Role

Our client, a rooibos export and marketing company, is seeking a Finance Business Intelligence (BI) Specialist to join their team and drive business intelligence, reporting automation, and continuous ERP system improvement across the organisation. The role plays a pivotal part in supporting accurate, real-time decision-making.

Key Responsibilities

• Design, develop, and maintain automated BI dashboards and reports across financial, operational, inventory, and customer performance metrics.
• Translate cross-functional business requirements into scalable BI solutions and actionable insights.
• Build and enhance integrated data models incorporating ERP, eCommerce, inventory, and CRM data sources.
• Ensure data consistency, reconciliation, and integrity across systems to maintain a single source of truth.
• Enable and promote self-service analytics by improving dashboard accessibility, usability, and user adoption.
• Collaborate with cross-functional teams to enhance reporting frameworks and performance measurement methodologies.
• Provide analytical input, metric validation, and strategic context to support data-driven planning and decision-making.
• Ensure alignment between functional reporting outputs and overarching organisational KPIs.
• Support the translation of business requirements into scalable data models and reporting solutions.
• Lead BI and ERP-related optimisation and integration projects from requirements gathering through to implementation.
• Coordinate cross-functional stakeholders to define project scope, timelines, deliverables, and success measures.
• Prepare business cases, impact analyses, and solution recommendations for review and approval prior to implementation.
• Monitor project progress, risks, and realised benefits to ensure successful delivery and measurable improvements.
• Drive key initiatives including price list automation and formatting, WooCommerce integration with Business Central, and inventory management system improvements.
• Develop and implement data governance frameworks, definitions, and quality control measures.
• Ensure the consistency, accuracy, and integrity of data across all systems and reporting outputs.
• Establish and maintain best practices for data usage, documentation, and version control.

Requirements

• 5 – 10 years working as a Data Analyst, BI Analyst, Insights Analyst, or similar in a Financial Department.
• Strong Excel skills with formulas, lookups, pivot tables, and data cleaning.
• Experience working with multi-source data.
• Proven experience owning BI projects, reporting frameworks, and analytics processes end-to-end.
• Hands-on experience analysing marketing, sales, or operational data.
• Experience maintaining or improving data accuracy and data hygiene.
• Experience managing or coordinating data flows between systems.
• Experience presenting insights to management or decision-makers.

Qualifications

BCom in Accounting or Finance