Financial Data Analyst

3 days ago


Charlotte, United States Robert Half Full time
Job DescriptionJob DescriptionWe are in search of a diligent Financial Data Analyst to join our team in the manufacturing industry, based in Charlotte, North Carolina. As a Financial Data Analyst, you will be tasked with organizing and cleaning data, executing data migration, and handling customer applications. This role offers a short term contract employment opportunity.

Responsibilities:

• Cleanse and organize data to ensure efficient data migration.
• Utilize Microsoft Excel and Excel Formulas to process data and generate reports.
• Use SAP Business One for various tasks, ensuring efficient post-training usage.
• Handle data related to customer lists and secondary addresses, preparing them for transfer.
• Utilize MS Great Plains Dynamics for data analysis tasks.
• Manage and resolve customer inquiries, maintaining high customer service standards.
• Monitor customer accounts and take necessary actions based on account status.
• Ensure data readiness for transfer, including vendor data and bank reconciliations.
• Maintain accurate customer credit records.
• Process customer credit applications accurately and efficiently.• Must have a minimum of 7 years of experience in a financial data analyst role within the manufacturing industry
• Proficient in data cleansing and data cleaning techniques
• Demonstrable expertise in using Excel formulas for complex calculations and data analysis
• Extensive experience in using Microsoft Excel for data management and analysis
• Familiarity with MS Great Plains Dynamics for managing and analyzing financial data
• Must have a strong ability to interpret and analyze financial data and present findings effectively
• Possess excellent communication and presentation skills
• Ability to work in a team setting and collaborate effectively with various departments
• Proven track record in meeting deadlines and working under pressure
• Bachelor's degree in Finance, Accounting, or a related field is required
• Professional certification like CFA or CPA would be an advantage
• Sound decision-making ability based on data analysis results
• Must be detail-oriented and possess strong organizational skills.

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