Job Description

An opportunity to join a growing team and help accelerate a rapidly expanding, Private Equity-backed enterprise. As part of Insight Global’s Finance team, the Financial Analyst will provide proactive financial analysis, updates on performance, and assistance in decision making by utilizing analytical methods and partnering with business leaders. This is a high visibility role with direct exposure to divisional leadership and corporate executives.

Successful candidates will be self-starters that focus on quality results while seeking to understand and improve the processes and tools that impact their day-to-day duties. The ability to function independently and prioritize and pivot between tasks is critical.

Responsibilities

• Build monthly forecasts and support annual budgeting through an inclusive process with functional management teams
• Work closely with accounting and functional management teams to ensure proper financial reporting
• Create detailed variance analysis; forecast to budget, forecast to actual, and budget to actual
• Partner with sales and analytics leadership to ensure accurate KPI reporting.
• Analyze financial performance of divisions and provide updates to leadership along with insights and recommendations on areas for improvement.
• Contribute to Monthly Business Review processes.
• Monitor industry news to gain insights into competitive trends.
• Present complex information and insights to leadership.
• Other duties as assigned.

Minimum Requirements:

• Bachelor's degree in Finance, Accounting, or related field
• A minimum of 2-5 years of experience in a FP&A or detailed financial modeling role
• Analytical mindset with a proactive approach to problem-solving, demonstrated through a track record of data-driven decision-making.
• Comfort with sourcing data from a data warehouse via SQL Server or Tableau interfaces
• Advanced knowledge of Excel required
• Advanced knowledge of Power BI or Tableau a plus

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