Financial Data Analyst

2 days ago


Cedar Rapids, Iowa, United States True North Companies Full time
Job Overview:
TrueNorth Companies is seeking a highly skilled Financial Analyst II to join our Finance team in Cedar Rapids. This role involves preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements, and critical indicators. The ideal candidate will have a strong knowledge of accounting principles and finance practices, with proficiency in analytics for data interpretation and decision-making.

About the Role:
This Financial Analyst II position requires at least one year of full-time experience in accounting, finance, budgeting, forecasting, and/or financial analytics. The successful candidate will be able to work effectively in a collaborative team environment while maintaining a positive attitude. A high level of commitment to delivering quality results and maintaining professionalism in all interactions is essential.

Responsibilities:
- Perform analysis, forecasting, and reporting of corporate and business unit operating performance to identify trends, risks, and opportunities for improvement.
- Compare monthly results to plan; prepare and forecast relevant financial information, as well as monitor and analyze financial trends and communicate results to leadership and local owners.
- Meet with Growth and Operational leadership to identify, discuss, and prioritize financial performance vs. annual plan.
- Prepare and facilitate monthly results to leadership and local ownership in each location.
- Prepare ad-hoc reports as appropriate for the executive team, growth and operations.
- Support decision makers on the appropriate course of action, and present reports to document recommendations.
- Work cohesively with operations to manage data integrity and conversion projects.

Requirements:
- Four-year degree in Finance or Accounting preferred.
- At least one year of full-time experience in accounting, finance, budgeting, forecasting, and/or financial analytics required.
- Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
- Experience in the insurance industry preferred.
- Certification in the accounting field is preferred.

Why Choose TrueNorth?
We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture. With a focus on developing our people and growing the business, we strive to create a dynamic and supportive work environment.

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