Financial Data Analyst
6 days ago
We are seeking a skilled Financial Data Analyst to support our administrative, sales, and operations teams at Pro-Tec Design. The ideal candidate will have a strong background in accounting principles, excellent analytical skills, and the ability to work collaboratively with various departments.
As a Financial Data Analyst, you will play a key role in preparing, analyzing, and reconciling various financial data, maintaining accurate databases, and assisting in budget preparation. You will contribute to financial strategy through detailed analysis and provide insights into financial performance, trends, and forecasts to support decision-making.
Key Responsibilities- Reporting and Pricings:
- Ensure accurate database pricing and assist with database management.
- Enter and maintain accurate data in various systems (Connectwise, QuoteWerks, Business Central 365, and BrightGuage).
- Perform monthly, quarterly, and annual variance analysis to compare actual results to budget and prior periods.
- Provide insight into financial performance, trends, and forecasts to support decision-making.
- Data Analysis and Financial Modeling:
- Analyze data to identify trends, variances, and insights for business improvement.
- Build and maintain models to support strategic initiatives and special projects.
- Prepare reports, dashboards, and presentations for management and stakeholders.
- General Ledger and Reconciliations:
- Maintain and reconcile general ledger accounts, ensuring the accuracy and timeliness of data.
- Track and support maintenance of recurring revenue streams.
- Prepare and post journal entries, including accruals, deferrals, and reclassifications.
- Conduct monthly reconciliations for key accounts, such as cash, inventory, and intercompany balances, resolving discrepancies as needed.
- Process Improvement:
- Identify areas for process improvement and assist in implementing changes to enhance efficiency and accuracy.
- Develop and document accounting procedures and workflows to streamline operations.
- Budgeting and Forecasting:
- Collaborate with the finance team and departmental managers to develop annual budgets and periodic forecasts.
- Monitor actual expenses and revenues against budget and provide variance analysis.
- Assist in implementing budget controls and identifying opportunities for cost savings.
- Audit Support and Compliance:
- Support internal and external audits by providing requested documentation and explanations.
- Ensure compliance with GAAP and regulatory standards in financial reporting.
- Assist in maintaining internal control procedures to enhance financial accuracy and safeguard company assets.
- Ad Hoc Tasks and Reporting:
- Participate in special projects as assigned, market research, and capital expenditure analysis.
- Prepare custom reports and analysis based on management needs and strategic objectives.
- Provide backup for other administrative functions.
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