Job Description
Job Description
Job Description:
We’re seeking an Excel power player with a passion for data analytics, business operations, and financial accuracy to join our high-performing team. In this role, you’ll be the bridge between financial data and strategic decision-making — creating dashboards, mining data, reviewing billing systems, and ensuring every number aligns across multiple business units. This is a hands-on, impact-driven position within a thriving $100M distribution leader, offering you the chance to shape reporting processes and deliver insights that drive growth.
Key Responsibilities:
- Develop and maintain weekly and monthly reporting in Excel, including sales forecasting, operational metrics, and variance analyses.
- Extract, clean, and analyze large datasets from ERP systems, credit card statements, and billing systems to support strategic initiatives.
- Conduct data mining and identify trends, anomalies, and opportunities for process improvements.
- Review general ledger coded entries, pricing terms, and billing accuracy to ensure all data matches contractual agreements.
- Collaborate with accounting, operations, and sales teams to streamline data flow between departments.
- Build and enhance Excel dashboards and other reporting tools for senior leadership.
- Support ad-hoc analytics projects to improve operational efficiency and profitability.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business Analytics, or related field preferred.
- Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, Power Query, complex formulas) required; Power BI or dashboard creation a strong plus.
- 3+ years’ experience in accounting and/or finance – preferably within distribution, manufacturing, or service-based industries.
- Strong analytical skills and attention to detail; able to connect operational data to financial outcomes.
- Familiarity with ERP systems (AS400 experience a plus).
- Must have working knowledge within the GL, AR, and AP as they will be posting entries