Role Description
As a Financial Analyst, you'll play a key role in supporting financial planning, reporting, and business intelligence initiatives across the organization. This position combines financial analysis, reporting automation, data validation, and cross-functional collaboration to ensure leadership has accurate and meaningful information to make strategic decisions.
What You'll Do
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Financial Planning & Analysis
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Support the budgeting, forecasting, and financial planning process.
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Prepare, analyze, and validate data used in monthly financial reporting.
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Assist with variance analysis and identification of key financial trends.
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Analyze revenue, expenses, and operational performance metrics.
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Support monthly, quarterly, and annual financial reporting activities.
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Provide ad hoc financial and operational analysis for leadership and stakeholders.
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Reporting & Business Intelligence
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Develop and maintain dashboards and reporting tools that improve visibility into business performance.
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Build and maintain standardized reporting templates.
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Automate manual reporting processes to improve efficiency and accuracy.
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Monitor and update reporting processes as business needs and systems evolve.
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Deliver timely, accurate reporting to support leadership decision making.
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Data Analytics & Process Improvement
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Ensure the integrity, completeness, and accuracy of financial and operational data.
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Develop reconciliation processes and controls to validate data across systems.
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Investigate and resolve data discrepancies in partnership with Accounting, IT, and operational teams.
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Identify opportunities to improve workflows, reporting efficiencies, and data quality.
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Support initiatives that enhance reporting automation and system utilization.
Qualifications
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Bachelor's Degree in Finance, Accounting, Economics, Business Analytics, or a related field.
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2+ years of experience in financial analysis, FP&A, accounting, reporting, or business analytics.
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Strong analytical and problem-solving skills.
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Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
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Experience working with large data sets and multiple systems.
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Strong verbal and written communication skills.
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Ability to work independently while collaborating effectively across teams.
Requirements
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Experience with financial planning and forecasting.
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Experience developing dashboards and automated reporting solutions.
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Knowledge of Power BI, Tableau, SQL, or similar reporting tools.
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Experience supporting multi-site or service-based organizations.
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Familiarity with ERP, accounting, or business intelligence platforms.
Benefits
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Professional growth and development opportunities.
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Collaborative and supportive leadership.
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Meaningful work with mission-driven organizations.
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Opportunities to improve systems, processes, and reporting capabilities.
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A culture focused on innovation and continuous improvement.
Company Description
Apis Services, Inc. (a wholly owned subsidiary of Inperium, Inc.) provides a progressive platform for delivering Shared Services to Inperium and its constellation of affiliate companies. Apis Services and its affiliates are committed to providing equal employment opportunities to all employees and applicants in accordance with applicable federal, state, and local laws and regulations.