Job Type
Full-time
Key Accountabilities:- LMA
- Compensation Plan Strategy, Design, Communication
- Reporting and Analysis
- Budgets
- Pricing / Investment Analysis
- Standard Costs Maintenance / Updates
Job Summary: As a Senior Financial Analyst, you play a key role in accelerating organizational success by collecting business data, analyzing information, ensuring accurate reporting, and developing improvement and enhancement solutions for the company.
What you bring to the position:- You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the "ways" we operate.
- You embrace change and have the resilience required to continually improve yourself. You can think creatively and can adapt to evolving situations.
- You understand the need to collaborate with your team members and other departments and that synergy comes from everyone rowing in the same direction.
- You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.
- You are a self-starter who is prepared to develop and execute your plan and deliver on quarterly goals on a consistent basis.
- You take what you do seriously, but you do not take yourself seriously and you know how to have fun in a professional environment. You are humbly confident and use your knowledge to build confidence without being a "know-it-all."
You successfully fulfill the following essential duties and responsibilities:You will use your COLLABORATIVE SKILLS to:- Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
- Administer variable compensation plans; create, send, perform ongoing maintenance, check for accuracy, educate team members, and process documentation.
- Own reporting efficiency; whether it is utilizing Datarails for compensation plan administration or creating new PowerBI reports for company reporting, you are the subject matter expert (SME).
- Own creation, updating, and publishing of scorecards, recurring reporting, and KPI metrics that contribute to the organizations strategic goals.
- Promote team values, demonstrate positive team behavior, and contribute towards building and maintaining an elevated level of morale.
- Support the company by completing other duties as assigned.
You will use your TECHNICAL SKILLS to:- Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
- Administer and maintain compensation plans and files.
- Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership.
- Maintain operational and KPI analysis reports and provide recommendations for improvement.
- Develop templates for annual operating and capital budgets in partnership with the Director of Finance and company leadership; including reviewing and advising on strategies to increase efficiency.
- Maintain financial forecasting models to provide insight to future company performance.
- Ensure financial data integrity in alignment with Controller and Director of Finance.
- Develop and maintain standard costing systems and maintain pricing/cost models.
- Help drive the implementation of technology and process solutions from concept to completion including improvements to existing systems.
- Assist in design and maintenance of data systems and databases.
- Identify trends and developments in competitive environments and presents findings.
- Ensure compliance with corporate policies and procedures.
- Perform ad-hoc data analysis, forecasting, reporting, and special projects.
As a successful employee, you will demonstrate the following professional skills as you carry out your position:- Strategic Thinking - Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
- Oral Communications - Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
- Written Communications - Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
- Customer Service - Respond promptly and courteously to customers' requests for service and assistance; manage difficult or emotional customer situations.
- Presentation - Deliver business, non-technical, and limited-technical presentations to audiences of 20-150 individuals.
- Leadership - Lead people and get results through others in a positive and inspiring manner.
- Management - Organize and manage multiple priorities.
- Ethics - Treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethically; upholds company values.
- Organizational Support - Follow company policies and procedures and complete other duties as assigned.
- Judgment - Include appropriate people in decision-making process.
- Interpersonal Skills - Maintain confidentiality; keep emotions under control; listen well.
- Strategic Thinking - Develop strategies to achieve organizational goals; analyze market and competition; identifies external threats and opportunities and adapts strategy to changing conditions.
- Planning and organization - Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; organize or schedule other people and their tasks.
- Professionalism - Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; follow through on commitments.
- Adaptability - Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events.
- Detail & Task Oriented - Manage and follow through on multiple tasks, items and communications in a timely manner.
Requirements
You will meet the following educational, licensing, certification and work experience requirements:- Bachelor's degree in Data Analytics, Finance or related Business discipline required.
- 4-7 years of progressive experience as business, reporting or financial Analyst preferred.
- Data base structure experience.
- Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
- Experience with Microsoft PowerBI, with end-to-end creation and report publishing
- Experience with Datarails or other FP&A tool (Implementation experience a plus)
- Familiarity with ConnectWise, Sage Intact, and Hubspot a plus.
- Familiar with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.
You will follow the ISG Technology Core Values:- Humor & Fun - We enjoy spending time with each other, collaborating and sharing what makes us unique.
- Lead by Example - Always taking initiative, acting responsibly and demanding excellence from ourselves.
- Resilience - Change is inevitable. We embrace it. And we use it to drive creativity and innovation.
- "Team First" Initiative - Proactively helping one another, taking individual accountability for the success of the whole team.
- Continuous Improvement - Daily improvement matters. Bold ideas move us forward.
You are able to work in the following environmental and working conditions:- Prolonged periods of sitting at a desk and working on a computer and phone.
- Work in a general office environment.
- Travel to client and prospect locations with varying conditions.
- You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.
