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Financial Insights Analyst

2 months ago


Sacramento, California, United States Avantpage, Inc. Full time
Job Overview

Avantpage, Inc. is a dynamic translation service provider dedicated to enhancing language access for immigrant and Limited English Proficient (LEP) communities, particularly in health and government sectors. We are experiencing growth and are looking for a talented individual to contribute to our mission. Our global presence includes teams in various locations, and we value professionals who embody our principles of empathy, opportunity, and diligence.

Position Summary

We are in search of a proficient Financial Insights Analyst who possesses strong skills in Power BI, Microsoft Office Suite, and QuickBooks Online. This position is vital for interpreting financial data, deriving insights, and assisting our leadership with precise reporting and data visualization. The ideal candidate will demonstrate exceptional analytical capabilities, meticulous attention to detail, and the ability to convey complex financial concepts in a clear and concise manner. While preference is given to candidates in the Sacramento, CA area, we are open to remote applicants from other regions within the United States.

Key Responsibilities
  • Financial Data Interpretation: Evaluate financial information from diverse sources to uncover trends, patterns, and anomalies, providing actionable insights to guide business strategies.
  • Data Visualization Development: Create and sustain dashboards and reports using Power BI, transforming intricate data into accessible visual formats that aid organizational decision-making.
  • Financial Reporting: Generate and present accurate financial reports, forecasts, and analyses utilizing QuickBooks Online and other financial management tools.
  • Microsoft Office Proficiency: Employ Microsoft Excel, Word, and PowerPoint to develop financial models, reports, and presentations that effectively communicate financial insights.
  • Contract Pricing Evaluation: Perform in-depth analyses of contract pricing, including cost structures and profit margins, ensuring alignment with company objectives and market dynamics.
  • Budgeting and Forecasting Support: Assist in the formulation of budgets and financial forecasts, analyzing variances and collaborating with cross-functional teams to achieve financial goals.
  • Process Enhancement: Identify and implement opportunities for improving financial reporting and data analysis processes, adopting best practices to boost efficiency and accuracy.
  • Collaborative Engagement: Partner with the finance team, department leaders, and other stakeholders to deliver data-driven insights and support strategic initiatives.
  • Compliance Assurance: Ensure all financial data and reports adhere to company policies, accounting standards, and regulatory requirements, maintaining comprehensive documentation.
Qualifications
  • Educational Background: Bachelor’s degree in Finance, Accounting, Economics, Data Science, or a related discipline.
  • Professional Experience: At least 2 years of experience in financial data analysis, ideally within a corporate finance setting.
  • Technical Expertise:
    • Proficient in Power BI for data visualization and reporting.
    • Advanced skills in Microsoft Excel (e.g., pivot tables, VLOOKUP, complex formulas).
    • Experience with QuickBooks Online for financial management and reporting.
  • Analytical Proficiency: Strong analytical and problem-solving skills, with the capacity to interpret complex financial data and deliver actionable insights.
  • Effective Communication: Excellent verbal and written communication skills, capable of presenting data clearly to non-financial stakeholders.
  • Detail Orientation: High level of accuracy and attention to detail in all aspects of financial analysis and reporting.
  • Team Collaboration: Ability to work effectively in a team environment, demonstrating a proactive and results-oriented approach.
  • Commitment to Learning: A demonstrated commitment to staying informed about industry trends and best practices in financial analysis and reporting.
Benefits
  • Engagement with a vibrant multicultural team across the globe.
  • Opportunities for professional development and career advancement.
  • Training in new tools, technologies, and methodologies.
  • A generous stipend for healthcare, vision, and dental benefits.
  • Retirement savings options.
  • Seniority bonus program.
  • Flexible work schedule with remote work options.
  • A dynamic, multicultural, and empathetic workplace culture.