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Financial Data Analyst
2 months ago
Summary:
The Financial Data Specialist is responsible for generating Financial Planning and Accounting reports within the company's budgeting and forecasting platforms. This role involves reporting within an internal platform, while also acting as a liaison to the Financial Reporting & Analytics team for more extensive analyses. The role includes in-depth analysis of policy/product and business line details underlying general ledger revenue and expense entries. The Specialist will proactively enhance the monthly financial close process and develop analytics to support operational and accounting teams in addressing data ambiguities. Serving as both a technical business resource and data analyst, this individual will prioritize requirements based on value and effort, perform data analysis, and generate actionable insights.
Essential Duties and Responsibilities:
- Develop prototype dashboards and data visualizations that provide valuable insights and help democratize data across the organization.
- Create and maintain a variety of KPIs to help manage best practices around reporting metrics
- Clearly communicate analysis results, insights, and narratives to stakeholders throughout the organization.
- Identify operational objectives by studying business functions; gathering information; evaluating output requirements and formats
- Engage with business users to clearly understand requirements and business objectives
- Document business requirements, construct workflow charts and diagrams; studying system capabilities; writing specifications
- Recommend controls by identifying problems, writing improved procedures
- Prepare & analyze technical reports by collecting and summarizing information and trends
- Interpret, evaluate and interrelate research data and develop integrated business analyses and projections for incorporation into strategic decision-making
- Perform daily, weekly and monthly reviews and analyses of current processes using operational metrics and reports
- Understand and communicate the operational impact of any changes
- Create informative, actionable and repeatable reporting that highlights relevant business trends and opportunities for improvement
- Conduct insightful, ad hoc analyses to investigate ongoing operational issues
- Document data mappings and record data requirements needed for the reporting & analytics delivery teams to execute upon
- Bachelor's Degree in appropriate field of study or equivalent work experience
- Accounting Background required
- Experience with TM1 budgeting & forecasting tool required
- Advanced Excel skills for data analysis and collaborative functions within TM1 including PAX and/or PAW
- Basic SQL query experience for data mapping
- Excellent written and verbal communications
- Detail oriented, analytical and inquisitive
- Ability to work independently and with others
- Extremely organized with strong time-management skills
Nice to haves:
- Proficient experience with reporting tools including Microsoft PowerBI, Tableau, Cognos, or other reporting tools preferred
- Sarbanes Oxley and familiarity with financial audit controls also preferred
Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.