Job description

Investco L.L.C. is a privately held company founded in 1983 that manages the assets and business interests in real estate and oversees a portfolio of assets that include operating businesses in manufacturing, distribution, home building, and agriculture. In addition, Investco and its affiliated entities provide strategic management, finance, risk management, property development, and property management services.

The Data Analyst will work directly with the Portfolio Management team and Business Leaders in support of Investco and its affiliated companies. The Data Analyst is responsible for developing dashboard reporting and translating financial and operational data to support and inform decision making across a diverse portfolio of operating businesses, including; wineries, manufacturing, agriculture and hospitality businesses. This individual will utilize their data visualization, financial analysis, and excel modeling skills to be a key member supporting the creation and execution of business strategies.

*This position is available to work out of our Walla Walla office or Seattle office*

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Supports reporting and analytical needs of the Portfolio Management team and Business Leadership.
• Design, implement, and support key datasets that provide structured and timely access to actionable business information.
• Translates financial and operational data into business dashboards and monitors Key Performance Indicators
• Produce weekly and monthly business activity reporting and projections based on financial results and analysis.
• Consult, design and manage analytical models for business decision making across multiple businesses.
• Improve financial performance by analyzing current and past financial results, monitoring variances, and identifying trends to improve financial performance.
• Develop financial models related to potential acquisitions and new lines of business.
• Assist with the preparation and analysis of annual operating budgets.
• Develop 5-year financial models to facilitate long term planning for operations, capital expenditures, sales growth, and expense management.
• Increase reporting efficiency by developing automated templates in excel and Tableau.
• Provide analytic, investment modeling support or other requests as assigned by Manager.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Statistics, Business Administration or related field.
• 2+ years of data analysis or financial analysis experience, including progressive responsibilities.
• Experience with manufacturing or winery operations a plus.
• Proficient in general accounting principles, financial statements, and budgets.
• High level of Excel proficiency and data visualization experience. Experience in Tableau preferred.
• Ability to prioritize workload, multi-task and work under pressure in a fast-paced environment.
• Exceptional organizational skills and attention to detail.
• Excellent oral, written, and presentation skills necessary to communicate and work effectively with management and co-workers.

WHY WORK FOR US?

• Health Insurance including Dental & Vision Insurance + FSA
• 401(k) Retirement Plan with Company Match
• Competitive salary
• Life Insurance
• Long-term Disability Insurance
• Paid Time Off and Holidays
• Support employee development and professional organizational memberships
• We encourage career growth

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status, or any other legally protected status.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Seattle, WA 98101: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• data analysis or financial analysis: 2 years (Required)
• manufacturing or winery operations: 1 year (Preferred)

Work Location: One location

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