Financial Analyst - Remote

Overview

The ideal candidate will be responsible for supporting the financial performance of the Degy companies by reporting and analyzing financial and operational data, generating detailed reports, and providing insights to support decision-making processes using Salesforce, QuickBooks and other reporting/visualization tools. You will influence the strategic, operational, and tactical levels of our business by collaborating with the sales, business development and marketing teams and senior management. You will work closely with the CEO and the Finance Manager to evaluate and make recommendations about opportunities for acquisitions and strategic partnerships that align with company goals and objectives. The position reports to the Finance Manager and is a great opportunity to join a company with significant year over year organic growth.

In Short

• Data Reporting: Generate and deliver regular and ad-hoc financial and operational reports, presentations and analyses using data from Salesforce, Tableau, Power BI, and QuickBooks. Support department KPI reporting requirements.
• Financial Analysis: Analyze financial data to provide actionable insights and recommendations for improvement. Develop product pricing and profitability models.
• Salesforce Integration: Utilize Salesforce for data extraction, ensuring the integration and accuracy of financial data for reporting purposes.
• Tableau Dashboards: Design and maintain Power BI and/or Tableau reports and dashboards to visualize key financial metrics and trends for stakeholders.
• Collaboration: Work closely with cross-functional teams including accounting, sales, operations and marketing to understand reporting needs and provide insights.
• Data Accuracy: Ensure the accuracy, completeness, and consistency of all data across systems.
• Process Improvement: Identify and recommend improvements to financial data reporting processes and systems.
• Lead and/or contribute to ad-hoc projects as needed.
• Crosstrain with other team members.

Requirements

• Strong analytical skills and attention to detail.
• Experience with financial analysis and reporting.
• Proficiency in Salesforce, QuickBooks, Tableau, and Power BI.
• Excellent communication and collaboration skills.
• Ability to work independently and manage multiple tasks.
• Understanding of financial data and metrics.

Benefits

• Competitive salary.
• Opportunity for professional growth.
• Work in a collaborative environment.
• Flexible working hours.