Business Intelligence Lead in USA - MTH

• Producers of highest quality veneer products as plywood, flooring, and furniture.

POSITION PURPOSE: To create financial clarity and actionable insights, providing analysis of past results and foresight for future investments.

Key Responsibilities

Business Intelligence

• Monthly Reporting: Develop and deliver executive-friendly monthly reports quickly and robustly summarize the Manthei Group’s financial position.
• Financial Data Visualization: Standardize and integrate data from various departments and sources into cohesive visualizations, including: ○ Income Statements ○ Balance Sheets ○ Cash Flow Statements
• Employee Flourishing: Design and generate reports to track employee well-being metrics.
• Debt Analysis: Provide visualizations of both internal and external debt.
• Investment Analysis: Track and compare investment pro formas to actual performance.

Data Analysis and Visualization

• Spreadsheet Mastery: Must be extremely proficient in spreadsheet software and formula creation
• Business Intelligence Tools: Demonstrate expertise in visualization platforms such as Power BI, Tableau, or Looker Studio (the platform we use).
• Key Metrics: Identify critical numbers and recommend strategies for improvement.
• Data Practices Advocacy: Guide teams in structuring data into usable formats and creating visual spreadsheet databases.

Investment Pro Forma Creation and Analysis

• Develop tools to standardize pro formas across diverse investments.
• Perform comparative analyses of recent investments and actual results.

Accounting Responsibilities

• Possess a deep understanding of accounting principles and rules.
• Support and analyze monthly financial statements.
• Prepare simple monthly financial statements.
• ERP (NetSuite) Coordination: ○ Lead ERP best practices across the enterprise. ○ Oversee ERP projects to optimize operations and reporting.

Future Growth Potential

This role offers several pathways for professional growth based on skills, interests, and performance:

1. Individual Contributor: Deepen your expertise in the outlined responsibilities and continuously add value to these areas.
2. Leadership: Develop a team to expand your impact, create new efficiencies, and scale your contributions.
3. Operational Role: Transition into a leadership role within one of our business units as opportunities arise.

Compensation

• Base Salary: $60,000 per year
• Bonus: Up to 10% of base salary, tied to performance metrics

Benefits

• Employee Housing: Subsidized housing to support your relocation and integration into the Petoskey community.

JOB INFORMATION

• JOB TYPE: Full-time/Exempt/Permanent
• WAGE PER HOUR: The starting salary offered for this position is $60,000 per year.
• HOURS PER WEEK: As this is an exempt position, it should be expected that a standard workweek will consist of approximately 45 hours/week.
• OVER TIME: Not paid, this is an exempt position.
• WORKWEEK: Monday through Friday 8AM to 5PM.
• WORK EXTRA DAYS: This will be very rare, but possible.
• PAYMENT DAYS: Biweekly on Thursdays.
• PAYMENT TYPE: Direct Deposit.

• SUPERVISION: This position will start as an individual contributor and will not supervise others.
• CRIMINAL BACKGROUND CHECK: Yes, selected applicant must provide a Carta de No Antecedentes Penales from the Mexican government.
• DRUG TEST: Yes, before arriving to the place of employment; CANNABIS CONSUMPTION: This position does NOT allow for the individual to consume cannabis.
• PHYSICAL REQUIREMENTS: Work at a computer workstation for 8-9 hours a day.
• ENGLISH LEVEL REQUIREMENTS: High-proficient. Conversations will be about complex financial topics and this position will need to understand how to translate those conversations into databases and charts and graphs. Daily personal meetings with other coworkers, and the communication needs to be at a high financial level. Will be required to communicate with staff in English who do not speak Spanish.
• MUST ATTEND JOB TRAINING: Nothing at this point, any training can likely be remote.
• DRIVERS LICENSE REQUIRED: Yes, employee must provide clean driving record or equivalent documentation from México, and if needed, from the USA. This is important to be able to drive a company vehicle. Our auto insurance company requires documentation from Mexico of their driving record. We then must translate it into English to give to our auto insurance company.

Some examples (all of a few of these documents should be provided. Please discuss with your recruiter): 1) Certificado de no infracciones. 2) Constancia de no adeudo. 3) Historial de licencias emitidas.

TYPE OF UNIVERSITY DEGREE DESIRED: Bachelor's degree or higher in Computers Engineering, Analyst, or Accounting.

FLIGHT TRANSPORTATION

• PAID FLIGHT TO BUSINESS LOCATION: Once the TN Visa is approved and the offer of employment is accepted, we will pay upfront the cost of the airplane ticket to Michigan. If driving, the employer may pay for hotel accommodation. These expenses will be then deducted from your pay spread over the first 8 pay checks.
• AIRPORT OF ARRIVAL: Cherry Capitol Airport in Traverse City, Michigan
• PAID FLIGHT HOME: No, this is a permanent position.

WORKPLACE TRANSPORTATION

• TRANSPORTATION TO AND FROM WORKSITE: To be determined during the recruitment, selection, and hiring process.

JOB INCENTIVES

• WORKER COMPENSATION INSURANCE: Yes
• 401K: Yes, eligible to participate in the company's 401k plan the first month following 60 days of employment. A per pay discretionary match provided by the Company of up to 3% of 6% total employee gross contributions. You will be automatically enrolled at 6% with a company match of 3% but can change upon eligibility.
• LIFE INSURANCE: The Company pays the premium for a life insurance policy, valued at ten thousand dollars ($10,000) the first of the month following full time employment.
• HEALTHCARE INSURANCE: The TN Visa employee is eligible to participate in the company's health insurance coverage first of the month following the date of hire.
• We offer a health plan through Blue Cross, Blue Shield of Michigan. This covers medical dental and vision coverage. This plan is designed for local and international coverage should you have a spouse or dependent’s that need access to healthcare internationally or for when you may travel. The cost for coverage ranges from approximately $55 – $275 per month depending on plan size and number of family members covered. The employee is only responsible for 15% of the cost of this coverage. The employer pays 85%. You will be e subject to an insurance deductible and copay for certain services with the coverage. The cost per employee and family may change each year when there is open enrollment. Our benefit year is November 1st – October 31st. Once someone obtains health insurance, it cannot be changed until the following year during open enrollment. The only exception is if there is a life changing event like when a spouse or family no longer has insurance and needs to be added.
• ADDITIONAL INSURANCES. Additional insurances like voluntary life, voluntary shortterm disability, voluntary accident, and voluntary critical illness are offered with employee contribution. See attached weekly Employee Contribution worksheet for current rates. Rates and offerings are subject to change at Open Enrollment in October 2024. These are optional insurances that the employee may purchase if wanted. The life, short-term disability, accident, and critical illness are voluntary insurance offerings available to the employee only and are paid for by the employee if they want it.
• PAID HOLIDAYS: Immediately eligible for paid holidays. Paid holidays are New Years Day, Memorial Day, 4th of July, Labor Day, Thanksgiving, the day after Thanksgiving, Christmas Day, and Christmas Eve.
• PAID TIME OFF: A two-week annualized accrual assignment of Paid Time Off (PTO) per our normal company accrual and usage policy.
• JOB PROMOTION POSSIBILITY: Annual performance review with wage review
• TECHNOLOGY. Company will provide an-email account and needed technology equipment. Company will provide a company cell phone for company use or a $30/month phone reimbursement as following the Company's accountable reimbursement plan (phone bills submitted quarterly).

HOUSING

• HOUSING OPTION: Three months of housing provided at a house located 2 miles away from the place of employment. *** It is the responsibility of the employee to secure permanent housing. Some administrative help may be available in securing long-term housing options.
• RENT PER PERSON: Free to the employee for the first 3 months. Housing will be added as a taxable fringe benefit in the amount of $140 per week, while being provided by the employer. This does not add to or reduce your regular compensation; however, the value of the housing ($140 per week) will be added into your required payable state and federal income taxes. The individual should look for permanent housing and if time is needed beyond 3 months, then the employee will pay rent of A) House $140 per week for the room at the house, after the 3 months.
• UTILITIES INCLUDED: Water, Gas, Garbage, Electricity, Wi-Fi, and Cable TV.
• FURNISHING: Bed, dresser, and fully equipped kitchen. Laundry facilities on site. Wi-Fi: Yes
• LAUNDRY: Yes
• COIN OPERATED: No

NEARBY AMENITIES:

• House: grocery, Walmart, banks, and parks all within 3 miles of house location.
• DISTANCE HOUSING TO WORKPLACE: A) House: location is 2 miles from workplace.
• DISCIPLINE WORDING: Members can stay in this housing if they are employed by the employer. If they separate with the employer, they need to vacate with 24 hours. Housing rules of no smoking or vaping indoors, no pets, no drugs, no guests after 11:00 pm (without written permission), responsible for cleaning own room and shared responsibility in cleaning common shared areas like laundry, living area, kitchen area, etc. $250 fine for smoking or vaping in rooms. Must follow housing rules and employee handbook.

STANDARD EXPENSES THE COMPANY WILL BE REIMBURSING IF THE VISA IS APPROVED:

1- TN Visa Consular Application oReimbursement of the Consular Appointment Fee of $185 if approved and once you have worked 90 days. oReimbursement of the Reciprocity Fee of $382 that is charged after your Visa is approved and once you have worked 90 days.

2. Change of Employer o Flight to the CBP’s Port of Entry, from the recruitment place. Since workers are not incurring in Consular and Reciprocity Fees.

The employer will reimburse the expenses after a period of 3 months upon start of employment, and the employee must be in good standing. Also, employees must turn in receipts upon arrival. ___________________________________________________________