Finance Data analyst

Key Responsibilities:

• Financial Reporting:
• Assist in preparing monthly, quarterly, and annual financial reports.
• Collaborate with senior team members to ensure accurate and timely financial reporting in line with company policies.
• Design and create analysis and reports that include summaries, graphs, diagram, and other visual representations in BI or excel
• Develop and maintain forecasting databases/tools and provide analysis to leaders on outcomes.
• Data Analysis:
• Perform basic analysis on financial data, identifying trends, variances, and key metrics.
• Provide insights and summaries to support decision-making by senior finance and business leaders.
• Maintain/update/create technical specifications (ex. Data mapping, data flows and dashboard content)
• Ensure data accuracy and consistency in reporting by validating data inputs.
• Developing data and storage requirements, reporting, analytics and delivery methods in data standards and metadata
• Support Reporting Systems:
• Assist in maintaining and updating financial reporting systems (e.g., Excel, Power BI, Tableau, etc.).
• Integrate and mine large data sets, connecting data from disparate sources to identify critical insights and pragmatic data solutions.
• Learn and leverage business intelligence tools to streamline reporting processes.
• Process Improvement:
• Identify opportunities to automate or enhance existing reporting processes.
• Participate in continuous improvement initiatives to increase efficiency in reporting and analysis.
• Ensure proper internal controls are placed as necessary to develop sustainable reporting processes.
• Collaboration:
• Work closely with FP&A and other finance teams to ensure alignment in reporting and analysis.
• Communicate findings and assist in presenting financial data to stakeholders.
• Proactively communicate issues and close the loop by actively communicating the solutions with end users.

EDUCATION/CERTIFICATIONS

• Bachelor's degree or equivalent experience Required
• Finance, Accounting, Economics, Business Analytics major - Preferred

TECHNICAL/SOFTSKILLS

• Strong Microsoft Office skills Required
• Understanding of financial statements and key financial metrics Preferred
• Analytical mindset with the ability to interpret and work with large datasets - Required
• Business Intelligence skills Preferred
• Ability to communicate effectively both verbally and written Required
• Strong attention to detail and accuracy Required
• Ability to work autonomously and part of a team Required Effective organization and time management skills Required
• Solid understanding of developing data requirements Required
• Knowledge of Excel, BI, SQL, and understanding of concepts of database structures and data querying Required

EXPERIENCE

• 2-5 years relevant experience Required
• Advanced Microsoft Office skills with exposure to Visual Basic Required Previous experience with SQL Preferred
• Previous experience with a Business Intelligence (BI) tool Preferred Previous experience analyzing data and predicting future outcomes Preferred
• At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .