• Own intake, prioritization, and execution of data and reporting requests from Development, Marketing, Finance, and Executive Leadership • Build, maintain, and improve BI dashboards and reporting workflows using Sigma, Snowflake, and Virtuous CRM data • Produce recurring weekly, monthly, quarterly, and annual reporting deliverables relied upon by leadership and the executive team • Analyze cross-functional data to support fundraising strategy, operational decision-making, and organizational initiatives • Partner with the Data Team on quality assurance and validation of high-visibility reporting deliverables • Identify opportunities to improve reporting processes, automate repetitive work, and increase operational efficiency • Build lightweight internal tools, scripts, and automations using modern AI-assisted development workflows • Contribute to ongoing data quality, operational, and CRM-related initiatives across the Development department

Title: Senior Finance Data Analyst (Remote) Location: Milwaukee, WI Full-time Remote Department: Finance Job Description: Our Story: Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we’ve helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security, corporate, and retail. At CPI, we are dedicated to changing behaviors and reducing conflict for the Care, Welfare, Safety, and Security of everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It’s a philosophy that is central to everything we do, and traces back to our beginning. As a member of the team, you can expect to: - Make a difference through your work – You’ll be proud to tell your family and friends about what you do. - Gain significant career experience only obtained within a fast-growing organization – Entry-level roles through executive leadership. - Feel fulfilled and have fun – We work hard but make the time to build meaningful relationships and celebrate the wins. The Role: The Senior Finance Data Analyst is a senior member of CPI’s Finance team and leads advanced analytics, reporting, and modeling efforts tied exclusively to Finance priorities. This role partners with senior Finance leaders to define analytical requirements, establish financial metrics, and deliver insights that shape planning, performance, and decision making. As a lead within CPI’s evolving data community, the senior analyst mentors others, drives analytical best practices, leads Finance’s most complex data and reporting initiatives and collaborates with the data platform team. What You Get To Do Everyday: - Lead end‑to‑end development of financial dashboards, models, and automated reporting solutions - Develop reports and dashboards in Power BI and Excel that accurately reflect financial concepts such as variance, forecasting, budgeting, and cost analysis - Build and maintain dashboards and metrics that support financial planning cycles (budget, forecast, month‑end close). - Identify data quality issues that impact financial accuracy, such as mis‑posted entries, timing differences, or inconsistent account mappings. - Perform data analysis required to troubleshoot data-related issues and assist in the resolution of data issues. A natural curiosity about reported data is critical. - Create documentation for newly generated reports and update existing documentation for planned enhancements. - Promote work-stream visibility by collaborating with team members. - Utilize repositories to track versioned report enhancements. - Perform other position-related duties as assigned. You Need to Have: - Bachelor’s degree in finance, information science, data science, information technology, information systems, mathematics, or a related field - Five years or more of experience analyzing data from various sources and formats, and applying data insights to cleanse and transform data into a standardized format - Advanced proficiency in SQL, Power BI, DAX, and complex financial modeling. - Strong understanding of FP&A, month‑end close, and financial statement structures. - Experience mentoring analysts or serving as a technical go‑to for BI tools. - Ability to interpret financial statements (income statement, balance sheet, cash flow) and apply that knowledge in analytics work. - Experience working with Scrum and Agile frameworks - Ability to manage multiple complex priorities and lead analytical workstreams with minimal guidance. - Ability to work independently, collaborate across Finance, and guide others within the team. - Strong sense of ownership and accountability for high‑impact deliverables and decision‑critical outputs. - Advanced analytical and problem‑solving skills, especially for complex or ambiguous financial data challenges. - Exceptional attention to detail paired with the ability to validate, challenge, and refine financial insights. - Strong verbal and written communication skills, including presenting insights to senior Finance leadership. - Highly developed interpersonal and influence skills, with the ability to mentor analysts and elevate Finance’s analytical capabilities. We'd Love to See: - Experience working with Microsoft Dynamics 365 Framework including Power Automate - Experience working with Cloud Data platforms and concepts including Azure and Snowflake - Professional certifications such as SnowPro Core, Microsoft PL-300, etc What We Offer: - Annual company performance bonus - Comprehensive benefits package - 401k - PTO - Health & Wellness Days - Paid Volunteer Time Off - Continuing education and training - Hybrid work schedule - Paid Parental Leave Crisis Prevention Institute is an Equal Opportunity Employer that does not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, national origin, citizenship, religion, creed, sex, sexual orientation, gender, gender identity, or expression (including against any individual that is transitioning, has transitioned, or is perceived to be transitioning), marital status or civil partnership/union status, physical or mental disability, medical condition, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state, or local law. The Company will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.

• Collaborate with Product Management, Engineering, and external consulting teams to design, implement, and maintain digital analytics tracking across web, native mobile apps (iOS and Android), and Connected TV/OTT platforms (e.g., Roku, Samsung, Vizio). • Serve as the technical subject matter expert (SME) on how digital analytics technologies are deployed and optimized, providing guidance on best practices for scalable, sustainable instrumentation. • Document requirements, data models, and key data definitions to ensure consistency and transparency in data collection. • Translate business and analytics requirements into technical specifications that front-end and back-end engineers can easily understand and act on. • Support and advise engineers by answering technical questions, reviewing proposed implementations, and validating that tracking approaches align with data collection goals. • Contribute to documentation of analytics tracking and data flows to ensure technical clarity for engineering teams. • Leverage and integrate tooling platforms such as Google Tag Manager, Firebase, and other SKs to ensure consistent and efficient event tracking implementations. • Collaborate on implementation planning with the Senior Manager and stakeholder teams to ensure prioritized, strategic, and technically feasible deployment of analytics capabilities.

• Collaborate with Product Management, Engineering, and external consulting teams to design, implement, and maintain digital analytics tracking across web, native mobile apps (iOS and Android), and Connected TV/OTT platforms (e.g., Roku, Samsung, Vizio). **• Serve as the technical subject matter expert (SME) on how digital analytics technologies are deployed and optimized, providing guidance on best practices for scalable, sustainable instrumentation. **• Document requirements, data models, and key data definitions to ensure consistency and transparency in data collection. **• Translate business and analytics requirements into technical specifications that front-end and back-end engineers can easily understand and act on. **• Support and advise engineers by answering technical questions, reviewing proposed implementations, and validating that tracking approaches align with data collection goals. **• Contribute to documentation of analytics tracking and data flows to ensure technical clarity for engineering teams. **• Leverage and integrate tooling platforms such as Google Tag Manager, Firebase, and other SKs to ensure consistent and efficient event tracking implementations. **• Collaborate on implementation planning with the Senior Manager and stakeholder teams to ensure prioritized, strategic, and technically feasible deployment of analytics capabilities.