Financial Analyst

Career Description

SUMMARY

The Financial Analyst provides decision support by collecting, analyzing, and interpreting data as well as forecasting business trends to support the overall strategic and operating plans of the Credit and Customer First teams.  This position must provide superior customer service by partnering with the business and translating credit and accounts receivable results into actionable insights. This position will assist in driving capital management by enhancing customer relationships through the innovative use of data, analytics, insights and strategy.  The role will be involved in special projects as needed to

The role will work closely with internal AR team members, IT, 3rd party service providers and other internal partners as necessary on special projects.  A strong customer service mindset is required for success.  This role will work closely with key customers and the cross-functional teams to understand and resolve issues while adhering to established company policies and procedures. 

While other duties may be assigned, the ESSENTIAL DUTIES & RESPONSIBILITIES include the following:

• Timely preparation/compilation of monthly DSO and Accounts Receivable trended results
• Design, develop, implement, test, and support new data reporting solutions
• Develops Dashboards and Reports for KPI and metric measurements for performance  
• Analyze trends against key performance metrics and draw insights that lead to action
• Leverages SQL, Showcase, Salesforce, Power BI, and other technologies to Integrate and transform data from various disparate systems to provide wholistic reporting
• Maintains and supports existing reporting solutions to ensure data quality is sustained.
• Manages multiple simultaneous tasks and projects and can prioritize effectively to meet deadlines.
• Provide fact-based financial analysis and ad-hoc analysis in support of business cases
• Provide root cause driver analysis to support decision-making by effectively communicating and translating the results into business insights and actions.
• Collaborates with business and IT partners to gather requirements and implement technology solutions; often serving as a liaison between teams.
• Seek continuous improvement through value added projects and analysis as well as reengineering of current business processes
• Participate in special project work as required, such as systems implementation, etc.
• Assist in system enhancement/conversion testing as needed
• Ability to organize and interpret data as well as communicating analytic results/recommendations
• Assist in internal and external SOX audit support as needed
• Accurate and timely reporting.
• Update and maintain SOPs and other documentation as it relates to transactional processes.
• Serve as primary contact for internal and external audits.

• Serve as lead for special projects within the Credit Department
• Participate as an SME on cross organizational projects (process and technology)
• Identify process improvement opportunities and lead related change implementation
• Serve as a change leader for process improvement and implementation of best practices

SUPERVISORY RESPONSIBILITIES

            None

WORKWEEK

The regular workweek is forty hours, however, requirements of the position may warrant extended work hours. Associate must be available to work Saturdays.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

• Minimum BBA/BS degree in Business related field preferred, or equivalent experience in lieu of degree
• 3-5 years of data reporting and business analysis experience or equivalent combination of education and experience
• Strong analytical and organizational skills
• Ability to define problems, collects data, establish facts, and draw valid conclusions
• Strong communication skills and the ability to influence others
• Knowledge of transactional processes and systems
• Significant attention to detail
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Excellent communicator with all levels of organization
• Exceptional interpersonal and customer service skills
• Ability to handle confidential and sensitive information

• Exposure to AS400 accounts receivable systems or large ERP a plus
• Strong working knowledge of Microsoft Excel, Word, Powerpoint and Outlook

• Self-starter
• High Level of Accountability
• Organization-wide Perspective
• Results Orientation
• Financial Business Acumen
• Conceptual Thinking
• Process Improvement Mindset 
• GAAP Accounting Knowledge

CERTIFICATES, LICENSES & REGISTRATION

Is legally able to work in the United States.

PHYSICAL DEMANDS

• While performing the duties of this job, the associate is regularly required to talk, hear, stand, walk and use hands to finger, handle or feel objects, tools or controls.
• The associate frequently is required to reach with hands and arms.
• The associate is frequently required to sit and occasionally required to climb or balance; and stoop, kneel and crouch.
• The associate must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required by this job include reading vision for computer monitor and hard copy print.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounters while performing the essential responsibilities of this job. While performing the duties of this job, the associate is occasionally exposed to airborne particles. The noise level in the work environment varies from quiet to moderate.