Position Purpose:
Position will provide analysis and support to FP&A team by compiling and analyzing financial information.
Primary Responsibilities:
§ Develops integrated OPEX analyses, projections, reports, and presentations.
§ Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
§ Performs financial forecasting and reconciliation of inventory and commissions with direction of management.
§ Works under immediate supervision. Updates and analyzes departmental budgets for review by Sr. Leadership.
§ Preparations of presentations for both internal and external audiences.
§ Supports accounts for payable billing modules within the company internal computer software systems.
§ Performs general ledger classifications for all accounts and knowledgeable of internal product codes.
§ Processes daily billing, batch processing, invoice printing, adjustments and credits, company freight bill processing, and month end/year-end procedures.
§ Assists with month end closing i.e. GL review.
§ Participates in and provides cross training, education and mentoring to co-workers to provide an effective partnership in exceeding customer service.
§ Demonstrates and promotes high standards for quality and productivity.
§ Proficiency with DemandBridge software and computer software programs used in this department.
§ Uses problem-solving skills to proactively find solutions and handle incorrect invoicing for external and internal clients.
§ Treats customers and coworkers with respect and courtesy.
§ Consistent and timely in attendance.
§ Ad-hoc analysis and all other duties as assigned.
QualificationsMinimum Job Requirements
· Bachelor’s degree in Accounting or Finance.
· Eight years’ accounting and/or financial planning experience.
· Familiarity working within fast-paced, growth-oriented business environment.
· Experience in Private Equity backed environments preferred but not required.
· Displays excellent time management and organizational skills.
· Possesses excellent verbal, written and technical communication skills; solid presentation skills.
· Works well with others and is a team player.
· Prioritizes with attention to detail; extremely detailed oriented.
· Displays an entrepreneurial business spirit and thrive in a rapid growth-oriented, nimble environment where change is the norm.
· Computer proficiency with Microsoft Office required. Excel proficiency: VLOOKUP, PivotTable, and SUMIF
· Ability to work independently and be self-motivated.
· Handles stressful situations and deadline pressures well.
· Plans and carries out responsibilities with minimal direction.
Skills Required
- Bachelor's degree in Accounting or Finance
- Eight years of accounting and/or financial planning experience
- Experience working in a fast-paced, growth-oriented business environment
- Experience in private equity-backed environments
- Excellent time management and organizational skills
- Excellent verbal, written, and technical communication skills
- Solid presentation skills
- Ability to work effectively with others as a team player
- Strong prioritization and attention to detail
- Entrepreneurial business mindset and ability to thrive in a rapidly changing environment
- Proficiency with Microsoft Office
- Excel proficiency with VLOOKUP, PivotTables, and SUMIF
- Ability to work independently and remain self-motivated
- Ability to handle stressful situations and deadline pressures
- Ability to plan and carry out responsibilities with minimal direction
- Proficiency with DemandBridge software and departmental computer systems
What We Do
DataSource provides integrated technology and service solutions for large brands with multiple locations .
