Job Description

Company: Lutz

Level: Experienced (5-8 years of professional experience)

Type: Full-Time

Location: Omaha, NE (Hybrid)

ABOUT LUTZ

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters .

At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

We like it here, and we think you will, too.

MAKE AN IMPACT

As a Data & Reporting Analyst, you will :

• Collaborate with the operations team to understand reporting needs and prioritize reports for development or redevelopment based on business value and usage.
• Design and build Power BI reports that align with firm standards, ensuring accuracy, usability, and performance.
• Partner with data engineers to develop scalable Silver and Gold-layer data models that support reporting and analytics.
• Translate business requirements into data specifications, semantic structures, and report logic.
• Validate key metrics and definitions to ensure consistency across firmwide reporting.
• Contribute to data governance efforts by defining business rules, data dictionaries, and quality standards.
• Establish and maintain report documentation, refresh schedules, and user access controls.
• Present insights, prototypes, and analysis to stakeholders while providing light training and support to report users.

QUALIFICATIONS

• Bachelor’s degree in Data Analytics, Information Systems, Finance, or a related field.
• 5–8 years of experience in reporting, analytics, or BI development roles.
• Proficiency with Power BI, SQL, and modern data visualization best practices.
• Strong analytical and problem-solving skills with the ability to trace logic through complex reports.
• Effective communicator who can translate between technical teams and business users.
• Experience within professional services, financial, or multi-departmental environments preferred.
• Understanding of data modeling concepts such as star schema and medallion architecture.
• Familiarity with data governance, ETL processes, or Azure Synapse/Data Factory environments.

BENEFITS

• Investments & Incentives

Competitive Base Salary | Matching 401k Program | Profit-Sharing |New Client Referral Incentives | Professional Certification Exam Incentives

• Lifestyle Balance

Paid Holidays | Paid Time Off (PTO) | Flexible Schedule |Employee Appreciation Events | Social Events | Family Outings

• Professional Development

Formal Mentor Program | Continuing Education | Leadership Development Program | Professional Memberships | Semi-annual Performance Evaluations | Advancement Opportunities | Certification/Professional License Support

• Health & Wellness

Comprehensive Medical, Vision, & Dental Insurance | Healthcare and Dependent Care Flex Spending Accounts | Health Savings Account | Short-term and Long-term Disability Insurance | Life Insurance | Company Wellness Events | Employee Assistance Program

• Office Perks

“Dress for Your Day” Attire | Firm-sponsored Meals | Breakfast on Fridays | Bottomless Soda and Snacks

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