Financial Analyst - Reporting And Analysis

Job Summary:

Compensation: $65,500 - $91,600

The Financial Analyst, Reporting and Analysis will collaborate with executive and sales leaders to provide comprehensive reporting and analysis. This position is an integral part of the Financial Planning & Analysis (FP&A) team and will work closely with Executive Management, Operations, and business leadership.

Responsibilities/Duties:

• Reporting and Analysis:

• Support sales teams with revenue, customer, salesperson, price/volume reporting & analysis

• Develop and maintain key financial dashboards and reports for executive and regional leaders

• Prepare monthly executive leadership team reports and quarterly business reviews

• Report on macroeconomic indicators and analyze financial results of key competitors

• Develop, maintain, and distribute ad-hoc reports for executive and sales leadership

• Ensure accuracy and timeliness of key reporting and analysis deliverables

• Security and Training:

• Maintain and update security access for dashboards and financial reports

• Lead training of reporting tools and dashboards to new hires and the sales organization

• Process Improvement and Documentation:

• Document workflows, analytical techniques, and business processes

• Miscellaneous:

• Other duties as required to benefit the organization

Leadership Competencies:

• Leads Self
• Communicates Effectively & Candidly
• Drives for Results
• Demonstrates Accountability
• Takes Initiative
• Collaborates

Qualifications/Skills:

• Technical Proficiency:

• Financial modeling and dashboard experience; SAP Analytics Cloud or Tableau preferred

• Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, and Word

• Proficiency in the use of ERP accounting software; SAP preferred

• Financial Knowledge:

• Understanding of complex financial ratios and financial performance measurements

• General knowledge of GAAP and accounting theory

• Analytical and Data Interpretation Skills:

• Strong interest in interpreting and telling a story with data, trends, and analysis

• Attention to Detail and Teamwork:

• Detail-oriented, ability to work independently and as part of a team

• Communication Skills:

• Must have good written, verbal, and analytical skills

Education and/or Experience:

• Bachelor's degree in accounting, finance, economics, math, or related field
• 2+ years accounting/finance experience

One of the core values at IDI is Family, and it shows in our benefits! From health coverage (medical, dental, vision) to a 401(k) with a company match, we take care of our team members. Enjoy paid time off for vacation and holidays, plus perks like life and disability insurance and an employee assistance program to support you when you need it most. We know that benefits are an important part of your compensation package, so we'll share full details on eligibility and benefits during the hiring process.