Financial Analyst

Job Title:

Financial Analyst

Department:

Finance

Reports To:

Senior Financial Analyst

Typical Hours

Full-time

Those Supervised:

None

FLSA Status:

Exempt

Travel Required? Percentage:

No

Last Revision Date:

08/2023

Location(s)

Overland Park

Key Accountabilities:

1. Variable Compensation Calculations
2. Recurring Financial Metric Reporting
3. Sales Forecasting and Reconciliation
4. Ad-Hoc Reporting

Job Summary: As a Financial Analyst you play a key role in accelerating organizational success by collecting business data, analyzing information, ensuring accurate reporting, and developing improvement and enhancement solutions for the Twin Valley Family of Companies.

What you bring to the position:

• You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the “ways” we operate.
• You embrace change and have the resilience required to continually improve yourself. You can think creatively and can adapt to evolving situations.
• You understand the need to collaborate with your team members and other departments and that synergy comes from everyone rowing in the same direction.
• You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.
• You are a self-starter who is prepared to develop and execute your plan and deliver on quarterly goals on a consistent basis.
• You take what you do seriously, but you do not take yourself seriously and you know how to have fun in a professional environment. You are humbly confident and use your knowledge to build confidence without being a “know-it-all.”

You successfully fulfill the following essential duties and responsibilities:

You will use your COLLABORATIVE SKILLS to:

• Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
• Administer variable compensation plan, create, send, perform ongoing maintenance, check for accuracy, and process documentation.
• Promote team values, demonstrate positive team behavior, and contribute towards building and maintaining an elevated level of morale.
• Research and implement continued automation of compensation and other recurring reporting, adding additional tools to increase efficiency and enhance visibility, as necessary.
• Support the company by completing other duties as assigned.

You will use your TECHNICAL SKILLS to:

• Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
• Administer and maintain compensation plans and files.
• Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership.
• Maintain operational and KPI analysis reports and provide recommendations for improvement.
• Develop templates for annual operating and capital budgets in partnership with the Senior Financial Analyst and company leadership; including reviewing and advising on strategies to increase efficiency.
• Maintain financial forecasting models to provide insight to future company performance.
• Ensure financial data integrity in alignment with Controller and Senior Financial Analyst.
• Develop and maintain standard costing systems and maintain pricing/cost models.
• Help drive the implementation of technology and process solutions from concept to completion including improvements to existing systems.
• Assist in design and maintenance of data systems and databases.
• Identify trends and developments in competitive environments and presents findings.
• Ensure compliance with corporate policies and procedures.
• Perform ad-hoc data analysis, forecasting, reporting, and special projects.

As a successful employee, you will demonstrate the following professional skills as you carry out your position:

• Strategic Thinking – Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
• Oral Communications – Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
• Written Communications – Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
• Presentation – Deliver business presentations to internal customers.
• Ethics – Inspire the trust of others; work with integrity and ethically; uphold company values.
• Organizational Support – Follow company policies and procedures and complete other duties as assigned.
• Customer Service - Communicate with customers, employees and various business contacts in a prompt, professional and courteous manner.
• Judgment – Include appropriate people in decision-making process.
• Interpersonal Skills – Maintain confidentiality; keep emotions under control; listen well; work with and communicate with all levels of management throughout the organization.
• Planning and organization – Prioritize, organize, and manage multiple priorities and meet scheduled deadlines while handling multiple tasks; use time efficiently; plan for additional resources; set goals and objectives.
• Professionalism – Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; keep commitments.
• Adaptability – Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events. Work effectively in both independent and team settings.
• Detail & Task Oriented – Manage and follow through on multiple tasks, items, and communications in a timely manner. Perform work with an exceptional attention to detail.

You will meet the following educational, licensing, certification, and work experience requirements:

• Bachelor’s degree in Data Analytics, Finance or related Business discipline required.
• 2-5 years of progressive experience as business, financial or Financial Analyst preferred.
• Data base structure experience.
• Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
• Familiarity with Microsoft Power BI, Vena, ConnectWise, and Sage Intact a plus.
• Familiar with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.

You will follow the ISG Technology Core Values:

1. Humor & Fun
   1. We believe it’s important to take time outside of work to spend time with family and keep the wind in our sails.
   2. We collaborate and value sharing our unique perspectives.
   3. We’re inclusive and create activities that align with people’s interests and passions.
2. Resilience
   1. We pride ourselves in meeting high-pressure challenges
   2. We never quit and demonstrate the ability to see daunting assignments through … successfully.
3. Lead by Example
   1. We demonstrate courage in having crucial (and sometimes “tough”) conversations.
   2. We are reliable and highly accountable in our use of systems and tools.
4. Continuous Improvement
   1. We’re creative thinkers who can adapt to evolving situations.
   2. We’re humbly confident, know our stuff, are willing to coach and be coached.
   3. We’re willing to make “healthy” self-sacrifices for the greater good.
5. “Team First” Initiative
   1. We are pro-active and stay on top of training and certifications.
   2. We willingly take on more responsibility if we see a need and can assist.
   3. We view individual accountabilities as representing the whole team.

You are able to work in the following environmental and working conditions:

• Prolonged periods of sitting at a desk and working on a computer and phone.
• Work in a general office environment.
• Travel to client and prospect locations with varying conditions.
• You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.