Financial Data Analyst

Posted 3 Days Ago
Urbandale, IA, USA
In-Office
Junior
Information Technology • Logistics
The Role
Perform SQL-based data queries and reconciliations, process dealer inquiries and payments, prepare ad-hoc financial reports, analyze vendor data and resolve discrepancies, and support cross-functional teams to improve operational efficiency. On-site in Urbandale, IA.
Summary Generated by Built In

DSI Systems Inc., an authorized AT&T Representative partner, is seeking a motivated and detail-oriented individual to join our team as a Financial Data Analyst.

Are you a Financial Data Analyst who thrives in a dynamic, fast-paced environment? If so, the DSI Information Technology team wants to hear from you!

In this high-visibility role, you will interact regularly with management and collaborate closely with teams across Sales, Accounting, and Credit, as well as with our dealer partners. Your responsibilities will include executing daily and weekly operational tasks, supporting various business functions, responding to ad hoc data requests, and delivering exceptional customer service. This is a critical position that supports decision-making and operational efficiency across the organization.

THIS IS AN IN-OFFICE POSITION THAT WILL REPORT TO OUR URBANDALE, IOWA OFFICE.
Schedule 7:30 AM - 4 PM, Monday – Friday

About DSI

Founded in 1984, DSI is a family-owned company committed to delivering exceptional value and measurable results to our clients and partners. Our comprehensive services include sales management, marketing support, hardware logistics, immersive training, engineering expertise, and proprietary software solutions—all designed to drive growth and operational efficiency.

At DSI, we believe strong relationships are the foundation of lasting success. We serve as a one-stop solution across a range of markets—including mobility, broadband, video, commercial, residential, Lodging & Institutions, and Multi-Dwelling Units—empowering our sales partners to uncover new opportunities and maximize their potential.

Responsibilities

  • Processing dealer inquiries and interpreting/investigating the data using SQL to query multiple vendor tables while resolving dealer disputes in a timely manner
  • Execute data collection, reporting, dealer payments, and vendor receivable reconciliation over multiple DSI programs
  • Analyze vendor data, ensuring changes are applied to current vendor payment processes
  • Identifying high-level data issues from vendors while working with Sales across all levels
  • Prepare ad hoc reporting of financial results by gathering data from various accounting applications and putting it in an appropriate format for the intended audience
  • Provide admin-level support to other DSI departments where needed
  • Other duties as assigned

Experience

  • BA/BS with 2+ years of experience in IT, finance, accounting, or analytics, or relevant work experience
  • Proficiency in MS Excel with 1+ years of experience working with large data sets
  • Strong interpersonal and communication skills, with the ability to communicate and influence effectively across various departments
  • A drive to understand the core issues and a determination to uncover the solution
  • Excellent analytical and problem-solving skills
  • Extremely detail-oriented and highly organized
  • Experience with MS SQL, MS SQL Reporting Services, MS Visual Basic, Domo, a plus
  • Knowledge/experience with accounting or finance is a plus

Benefits
  • Medical, Dental, Vision, and Life insurance are available on the first day of the month following your first day of employment – no extended waiting period
  • 401k Plan with employer matching
  • Paid vacation, personal/sick days, and bereavement time
  • Bereavement time
  • DSI Bucks Employee Profit Sharing Program
  • 50% AT&T wireless discount
  • Paid training
  • Advancement opportunities, we prefer to promote from within!

Skills Required

  • BA/BS or relevant work experience with 2+ years in IT, finance, accounting, or analytics
  • Proficiency in MS Excel with 1+ years working with large data sets
  • Strong interpersonal and communication skills to collaborate across departments
  • Excellent analytical and problem-solving skills; attention to detail and organization
  • Ability to execute data collection, reporting, dealer payments, and reconciliations
  • Experience with MS SQL, MS SQL Reporting Services, MS Visual Basic, Domo
  • Knowledge or experience with accounting or finance
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The Company
HQ: Dallas, TX
401 Employees
Year Founded: 1984

What We Do

DSI, a premier sales enablement partner, offers consumer and commercial selling opportunities in the indirect dealer space. We partner closely with our dealers on many levels: sales management and execution, product and offer training, marketing expertise, software solutions, engineering, and warehousing and logistics. We are dedicated to individualized service, strong product offerings, and a fast and efficient delivery system. DSI’s Territory Managers are spread across the country and their #1 priority is to help you grow your business. To begin a working relationship with DSI, retailers are invited to call (800) 888-8876 or visit DSI at www.dsisystemsinc.com.

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