Financial Analyst

2 weeks ago


Phoenix, United States The Intersect Group Full time

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.


Hire Type: Direct Hire

Location: Phoenix, AZ - 2 days onsite


Required Skills & Experience:

  • Financial Reporting Experience
  • Microsoft D365 or any similar CRM tool
  • SQL (building queries and troubleshooting)
  • Intermediate to advanced Excel

Preferred Skills & Experience:

  • Problem solver
  • Trouble Shooting
  • Understanding of Financial Reports
  • ERP System Migration Experience
  • Security Experience

Work Hours:

  • M-F 8 hours per day


The main skillsets we are looking for are:

  • Experience building/constructing financial statements/reports
  • Experience linking financial reports to a CRM tool (preferably D365 Financial Reporter
  • Knowledge of how accounts and financial statements interact
  • Excel skills (can read/write visual basic macros used in Excel), familiar with pivot tables, use formulas to summarize data, etc.
  • Can read/write SQL statements to query data across multiple tables
  • Review financial reports and be able to locate inconsistencies
  • Setting up user security permissions within a CRM tool is a plus
  • Experience as an analyst commonly dealing with numbers and financial reports/statements


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