Financial Data Analyst

3 weeks ago


Lake Forest, California, United States TA Resources LLC Full time

We are seeking a skilled Financial Data Analyst to join our team at TA Resources LLC in Lake Forest, IL. Estimated salary for this role is $85,000 - $110,000 per year.

Job Description:

The successful candidate will be responsible for managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results. This includes ensuring that all feeder systems for financials are accurate and managed in a timely manner. The Financial Data Analyst must have solid communication, technological, analytical, and management skills. Key responsibilities include:

  • Data Management: Managing AR, AP, Inventory, Bank deposits and reconciliations
  • Daily Accounting Work: Accounts receivable and accounts payable, journal entries, cash management
  • Training Support Staff: Posting Cash Receipts, Sending customer invoices same day or next, Managing Inventory, Monitoring partner sites on performance
  • Closing Financial Statements: Compiling data and coordinating closing of financial statements; monthly and at end of year
  • Decision-Making Support: Providing management with information vital to the decision-making process

Qualifications for this role include a Bachelor's degree in finance, accounting, business administration, or related field. 5+ years of relevant experience with 2-3 years minimum in a CPG environment is also required. Exceptional people/team and strong collaboration skills are essential for success in this position.



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