Field Finance Analyst - Data-Driven Budgeting & Forecasting

TK Elevator Corporation; Atlanta (GA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off (vacation)

Holidays

Parental leave

Life insurance

EAP

Tuition reimbursement

Job summary

TK Elevator Corporation is seeking a Financial Analyst, Field Finance East in Atlanta, GA to provide financial analysis, reporting, and operational support to regional finance leadership. You will partner with the Sr.

Regional Director, Finance and Field leadership to support monthly close activities, backlog reviews, consolidations, and ad hoc analyses. The role requires 2+ years of financial analysis experience, strong Excel and PowerPoint skills, and familiarity with SAP/Oracle/BI tools.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• 2+ years of experience in financial analysis, accounting, or related finance role.
• Experience supporting budgeting, forecasting, reporting, or close activities, preferred.
• Experience supporting field, sales, or operations-focused finance organizations, preferred.
• Strong Excel skills, including formulas, pivot tables, and basic financial modeling; PowerPoint proficiency required.
• Experience with SAP, Oracle, BI tools, or other financial reporting systems preferred.

Responsibilities

• Support forecasting, budgeting, and periodic reporting activities for Field Finance under the guidance of senior finance leadership.
• Perform ad hoc financial analyses and reporting to support Field Finance initiatives and leadership requests.
• Pull, validate, and consolidate data from ERP, CRM, and other financial systems to support monthly target achievement, backlog reviews, forecasting, and operational reporting.
• Assist with monthly close processes, including variance analysis and preparation of standard reporting packages.
• Support AP on-hold cleanup activities by researching issues, partnering with cross-functional teams, and tracking resolution.
• Compile and analyze large data sets, summarizing findings into clear and concise insights for finance and field stakeholders.
• Assist in the preparation of presentations and reporting materials for Field Finance leadership reviews.
• Partner with Field Finance and operations stakeholders to understand business drivers and support data-driven decision-making.
• Follow established processes while identifying opportunities for continuous improvement and standardization within Field Finance reporting and analysis.
• Maintain accurate documentation and working knowledge of financial systems, reports, and business processes.
• Proactively identify data issues or anomalies and elevate findings to senior finance team members as appropriate.
• Support finance-led projects and initiatives as assigned.
• Perform other duties as assigned EDUCATION & EXPERIENCE

Skills

Excel

PowerPoint

SAP

Oracle

BI tools

Financial modeling

Data analysis

Forecasting

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Finance

Progress toward CPA/MBA or similar

Tools

ERP systems

Job description

TK Elevator Corporation is seeking a Financial Analyst, Field Finance East in Atlanta, GA to provide financial analysis, reporting, and operational support to regional finance leadership. You will partner with the Sr.

Regional Director, Finance and Field leadership to support monthly close activities, backlog reviews, consolidations, and ad hoc analyses. The role requires 2+ years of financial analysis experience, strong Excel and PowerPoint skills, and familiarity with SAP/Oracle/BI tools.