Lead Financial Reporting Analyst
2 weeks ago
*This is not a remote position
Overview:
Progressive Dental LLC is a prominent dental marketing and consulting organization. We are in search of a Senior Financial Analyst who will be responsible for developing and sustaining precise, real-time reports and dashboards that empower our teams to make informed, data-driven choices.
Position Summary:
The successful candidate will possess a robust finance background and substantial expertise in constructing PowerBI reports and dashboards. This position necessitates close cooperation with diverse departments, including Sales, Marketing, Finance, Management, and Training, to ascertain reporting requirements, integrate data, and guarantee the precision of financial documentation.
Primary Responsibilities:
- Engage with all departments to pinpoint reporting necessities and incorporate pertinent data into PowerBI.
- Link PowerBI to various data sources and create detailed reports and dashboards tailored for each department.
- Collaborate with internal teams to ensure all reports are accurate and consistent with the financial system.
- Employ PowerQuery and SQL for data queries and transformations.
- Ensure seamless data integration from multiple systems, establishing necessary connections and calculations for precise reporting.
- Oversee a project list and prioritize outstanding tasks, ensuring timely completion.
- Embrace constructive feedback and act on it to enhance reporting accuracy and functionality.
- Demonstrate expertise in finance principles, reporting standards, and PowerBI methodologies.
Required Qualifications:
- Bachelor's degree or equivalent professional experience in a relevant field.
- A minimum of 5 years of experience in finance and PowerBI.
- Proficient in developing dashboards and managing PowerQuery and SQL queries.
- Strong grasp of finance concepts, principles, best practices, and fundamentals.
- Familiarity with both Mac and Windows operating systems.
- Competent in making API calls and queries for data integration.
- Ability to work autonomously and adaptively, adjusting as necessary based on project demands.
- Excellent project management skills, capable of balancing priorities and deadlines.
Preferred Skills and Experience:
- Experience with NetSuite or similar financial systems is essential; familiarity with other systems and CRMs is advantageous.
- Strong analytical and problem-solving capabilities.
- Exceptional communication and collaboration skills.
- Ability to connect data from various systems and derive accurate, meaningful insights and calculations.
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