Financial Analyst

Financial Analyst

DIS, a Constellation Software company.

Location: Wake Forest, North Carolina, United States (Hybrid)

DIS, Dealer Information Systems Corp, was acquired by Perseus, an operating group of Constellation Software in 2017. DIS is a leading business management software provider to agricultural, construction, truck refrigeration and lift truck dealers in North America.

We are looking for a Financial Analyst. In this role you will provide accurate, repeatable and timely reporting to business owners in order to assist them in making sound business and investment decisions. The Financial Analyst will serve as a business partner to the multiple Business Unit’s to assist with understanding their financial stories and help drive predictable outcomes through robust budget and forecast efforts.

Primary Accountabilities Include:

• Gather data on a weekly and/or monthly basis and organize it into a digestible format for the business units.

• Able to work on large data sets, extract and compile data from different sources and tie it back with our financials.

• Update product and maintenance trending reports.

• Provide information on growth and attrition by product line.

• Based on finding, provide actionable insights to business.

• Consistently update forecasts.

• Assist in creating and maintaining a zero-based budget process.

• Partner with the business owners to proactively forecast business outcomes based on known and quantifiable data.

• Review headcount and salary information monthly (including allocations) to ensure that forecasts are accurate.

• Compare actuals vs. budget vs. forecast to understand business drivers and disrupters.

• Deliver robust reporting packages.

• Update the Business Unit dashboard package at the end of each month for distribution.

• Provide executive commentary on monthly business performance.

• Communicate reasons or suggestions to improve efficiencies.

• Update and distribute the Revenue Trending Report each month.

• Solicit feedback from the management team on reporting needs and update offerings as applicable.

• Assist with acquisitions and special projects.

• Will help to integrate newly acquired businesses into the existing reporting environment.

• Will help educate newly acquired business owners about our financial reporting structure, what to expect, how to read the results, etc.

• Will assist with special projects (ie, expense reduction initiatives, system integrations, etc.) as needed.

• Collaboratively work in the Onsite-Offshore model for periodic meetings.

• Work closely with operation teams to build reporting cadence on: R&D profitability measurement, Initiative modelling, Product profitability measurement, On-demand QSR stats and graphics, System integration

Qualifications include:

• Experience working in and a strong background in accounting and finance.

• College/University degree in Accounting or Finance would be a definite asset.

• Minimum 5 years of financial analyst experience; preferably in an enterprise software environment.

• 5 years managing reports - month end distributions, packages, forecasting, consolidating.

• Are computer literate, with an excellent working knowledge of Microsoft Office products (Excel), and experience working with a ERP package.

• Strong written and verbal communication skills with the ability to converse with associates at all levels.

• Excellent time management and set priorities managing conflicting demands.

• Positive team attitude and ability to collaborate with team members and coworkers.

• Experience working on a multi dimensional business unit environment considered an asset.

Job Type: Full-time

Salary: $80,000.00 - $95,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Wake Forest, NC 27587: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial report interpretation: 4 years (Required)
• Forecasting: 4 years (Required)
• Accounting: 4 years (Required)
• Microsoft Excel: 4 years (Required)

Work Location: One location