Summary
The overall objective of this position is to provide a high level of customer service, business intelligence, and insights into a variety of reporting.
Essential Duties/Accountabilities
- Prepare and analyze data for end-user projects
- Accurately report and understand financials, including general ledger accounts
- Evaluate general ledger accounts by conducting variance analysis - comparing actual results with plans and forecasts
- Create recommendations to be presented to management and executives
- Guide cost analysis process by following policies and procedures
- Provide analysis of trends and forecasts and recommend actions for optimization
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards
- Increase productivity by developing automated reporting/forecasting tools
- Responsible for maintaining up-to-date technical knowledge of financial instruments, market conditions and trends
Qualifications
- 0-2 years of business, finance, or relevant experience preferred
- High School Diploma or GED required
- Bachelor’s Degree in Accounting, Finance, Statistics or Economics preferred
- Strong fluency with Excel formulas and functions
- Strong analytical and data query/data management skills (Access, SQL, Business Intelligence)
- Strong quantitative and analytical competency
- Experience with data-heavy projects
- Self-starter with excellent interpersonal communication and problem-solving skills
Skills
- Ability to streamline functions and passion to learn and grow
- Strong interpersonal skills, including written and oral communication skills
- Comfort dealing with ambiguity and the ability to work independently
- Experience working with and presenting to senior executives
- Excellent communication and presentation skills; be comfortable interacting with executive-level management
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.
- The employee frequently is required to stand sit or walk, climb, kneel, crouch, or crawl
- Ability to utilize a computer keyboard, computer monitor, and telephone for prolonged periods of time
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Skills Required
- 0–2 years of business, finance, or relevant experience
- High School Diploma or GED
- Bachelor’s degree in Accounting, Finance, Statistics, or Economics
- Strong fluency with Excel formulas and functions
- Strong analytical and data query/data management skills, including Access, SQL, and Business Intelligence
- Strong quantitative and analytical competency
- Experience with data-heavy projects
- Self-starter with strong interpersonal communication and problem-solving skills
- Ability to streamline functions and learn and grow
- Ability to work independently and handle ambiguity
- Experience presenting to senior executives
- Excellent communication and presentation skills
What We Do
Baker Distributing Company is a leading national wholesale distributor of HVAC, Commercial Refrigeration, and Foodservice equipment, parts, and supplies. Founded in 1945, the company provides high-quality products and exceptional customer service to residential and commercial contractors across the United States, operating more than 200 sales centers in 26 states as a subsidiary of Watsco, Inc.
