Job Summary

Compensation: $65,500 - $91,600

The Financial Analyst - Reporting and Analysis will partner with executive and sales leaders in reporting and analysis. This position will be an integral part of the Financial Planning & Analysis (FP&A) team and will work closely with Executive Management, Operations, and business leadership.

Responsibilities/Duties

• Support sales teams with revenue, customer, salesperson, price/volume reporting & analysis
• Develop and maintain key financial dashboards and reports for executive and regional leaders
• Prepare monthly executive leadership team reports and quarterly business reviews
• Report on macroeconomic indicators and analyze financial results of key competitors
• Develop, maintain, and distribute ad-hoc reports for executive and sales leadership
• Ensure accuracy and timeliness of key reporting and analysis deliverables
• Maintain and update security access for dashboards and financial reports
• Lead training of reporting tools and dashboards to new hires and the sales organization
• Document workflows, analytical techniques, and business processes
• Other duties as required to benefit the organization
  
  

Leadership Competencies

• Leads Self
• Communicates Effectively & Candidly
• Drives for Results
• Demonstrates Accountability
• Takes Initiative
• Collaborates
  
  

Qualifications/Skills

• Financial Modelling and Dashboarding Experience; SAP Analytics Cloud or Tableau preferred
• Highly skilled in the use of Microsoft Office products including Excel, PowerPoint, Word
• Proficiency in the use of ERP accounting software; SAP preferred
• Understanding of complex financial ratios and financial performance measurements
• General knowledge of GAAP and accounting theory
• Strong interest in interpreting and telling a story with data, trends and analysis
• Detail-oriented, ability to work independently and as part of a team
• Must have good written, verbal, and analytical skills
  
  

One of the core values at IDI is Family, and it shows in our benefits! From health coverage (medical, dental, vision) to a 401(k) with a company match, we take care of our team members. Enjoy paid time off for vacation and holidays, plus perks like life and disability insurance and an employee assistance program to support you when you need it most. We know that benefits are an important part of your compensation package, so we’ll share full details on eligibility and benefits during the hiring process.