Position Responsibilities:
Designs, builds, and maintains financial models including income statement, balance sheet, and
statement of cash flow.
Plays a key role in the monthly and quarterly forecasting processes, developing sales, expense
and KPI metric guidance.
Plays a key role in the annual budgeting process, building models, working with department
leaders, analyzing trends.
Works with department heads to build models and determine profitability of projects, initiatives,
and capital expenditures.
Analyze and report on project variances to budget.
Develops/modifies reports for operations and finance based on changing business needs.
Improves financial status by analyzing results; monitoring variances; identifying trends;
recommending actions to management.
Research and track industry trends, competitor trends, and best practices.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
Human Resources Request Form. The EEOC "Know Your Rights" Poster is available
here.
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https://insightglobal.com/workforce-privacy-policy/ .
3-5 years of previous financial data analysis experience
Experience building three statement financial models including income statement, balance sheet,
and statement of cash flows
Strong financial modeling and data visualization experience (Ex: PowerBI, Tableau, QlikView, etc)
Proficient in handling large data volumes and transactions
Expert knowledge of Microsoft Excel (Index-Match, Indirect, Offset, SUMIFS, SUMPRODUCT, Array Formulas, VBA)
Strong communication and professionalism
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.