Finance & Accounting Special Projects Data Analytics Supervisor | 20E

UPS Supply Chain Solutions, Inc.; United States; Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

UPS Supply Chain Solutions, Inc. seeks a Finance & Accounting Special Projects Data Analytics supervisor to support and maintain finance and project processes for mergers and acquisitions and related data analysis.

The role uses Alteryx, Oracle Cloud, Excel, and other data tools to respond to data queries, set up processes, and improve record-to-report workflows. The candidate will analyze, interpret trends, and report findings to add business value across the M&A accounting and diligence

Qualifikationen

• Demonstrates in-depth understanding of complex financial data and modeling concepts.
• Experience with GAAP and financial data analysis methods.

Aufgaben

• Apply problem solving and domain finance knowledge for potential insights and process simplification
• Clear writing and communication skills to senior audiences for data analysis
• Ability to create data visualization, dashboards and reports
• Assist with diligence to evaluate growth opportunities and assess target company data
• Evaluates business plans and synergy estimates to enable discussions
• Maintains and organizes records for project files
• Calculates deal-specific financial metrics to assess valuation
• Assists in creating executive overviews of transaction fundamentals
• Analyzes non-public information to summarize material findings
• Organizes remote and on-site diligence processes
• Coordinates with cross-functional diligence team to meet timelines
• Manages external data room providers for project access
• Updates valuation models during diligence and post-diligence
• Maintains data and documents for accessibility by teams
• Assists in creating closing checklists and post-signing handoffs
• Coordinates cross-functional transaction communications
• Assists with month-end close and consolidation processes
• Reconciles balance sheet accounts for accurate results
• Provides documentation to external auditors
• Applies GAAP data analysis methods and suggests improvements
• Resolves project issues per UPS policies
• Manages project plan and risk
• Collaborates cross-functionally in a hybrid office environment

Kenntnisse

Financial data analysis

Data visualization

Reporting

Cross-functional collaboration

SQL / data queries

Ausbildung

Bachelor's Degree in Accounting/Finance

Tools

Alteryx

Oracle Cloud

Excel

Jobbeschreibung

Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow—people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.

Job Description:

The Finance & Accounting Special Projects Data Analytics supervisor is responsible for supporting and maintaining finance and project processes associated with mergers and acquisitions or disposal (M&A) transactions.

He/She will assist in evaluating and extracting financial data using special tools and software (e.g. Alteryx, Oracle Cloud, Excel, Projects, Copilot agents and other data tools) responding to data-related queries, setting up processes to make data analysis, record to report entry preparation, and project management more efficient, analyzing and interpreting trends from data, and reporting trends to add business value to the mergers and acquisitions accounting and financial diligence processes.

He/She may assist in accounting processes and preparation of consolidated financial analysis, reports, and journal entries using data analytics. They may also aid in the preparation and review of project budget and forecasts, including purchase order and cost analysis. He/She may review and assess data, perform variance analysis on financial information, periodically research and document accounting treatment of transactions based on Generally Accepted Accounting Principles (GAAP), perform related accounting controls and processes, assist in disclosure requirements, and other project management organizational tasks. These tasks include working indirectly with others, cross-functionally, and team members both internally and externally to UPS.

Responsibilities and Duties

• Apply problem solving and domain finance knowledge for potential insights and process simplification

• Clear writing and communication skills to various senior audiences for data analysis and exploration of new ideas

• Ability to use statistical and data relationship knowledge to create data visualization, dashboards and reports

• Assist with desktop diligence to identify and evaluate inorganic growth opportunities. Analyzes relevant data of potential target companies to understand and communicate current state of business, finance processes.

• Evaluates business plans and synergy estimates of UPS business units and potential target companies to create databooks to facilitate discussions.

• Maintains and organizes records to ensure the broader team has access to appropriate project files.

• Calculates deal-specific financial metrics to assess the appropriateness of the overall valuation.

• Assists with the creation of deal-specific executive overviews to describe the transaction and valuation fundamentals to senior management.

• Assists with the analysis of non-public information to identify and summarize material findings.

• Organizes and schedules all aspects of the remote and on-site diligence process to facilitate the analysis of the target company.

• Works with the cross-functional diligence team to ensure all areas are addressed, timelines are met, and findings are reviewed and summarized.

• Coordinates with external data room providers to ensure services are adequate for the project and users can access material.

• Updates the valuation model throughout diligence and post-diligence to track the valuation impacts of risk and synergies uncovered during the process.

• Maintains data and documents to ensure files are readily accessible for commercial, legal and retention purposes.

• Assists in the creation and monitoring of the final closing and post signing checklists to ensure all contractual closing conditions are met.

• Assists with the cross-functional coordination of transaction communications to ensure appropriate functions are involved at the proper stages and a proper hand-off to the integration team is completed.

• Assists with financial month-end close and account consolidation process to meet reporting deadlines

• Reconciles balance sheet accounts to ensure financial results accurately reflect period performance

• Provides supporting documentation and other materials to external auditors in conjunction with completion of their required audits

• Applies standard GAAP and accounting data analysis methods; makes recommendations to improve practices or procedures in compliance with GAAP

• Resolve project performance issues in accordance with UPS's policies and procedures promptly to motivate and foster teamwork

• Manages project plan to ensure completion of all required tasks and addresses project risk appropriately

• Collaborates cross-functionally, globally, in a hybrid office environment. Coordinate live and virtual meetings and working rhythms to drive project results

Knowledge and Skills

• Demonstrates an in-depth understanding of complex financial data; understands subtle implications in financial and other business data; creates new methods of financial analysis or business models and solutions; applies advanced principles and concepts in developing actions that support or define strategic direction

• Generates reports in appropriate format using basic software; reviews reports to ensure accuracy and completeness; identifies issues with report generation (e.g., missing variables, incorrect data, etc.)

• Captures/documents specific and correct information; learns subjects thoroughly and in detail; completes work with thoroughness; supplies proper details; maintains organized files.

• Able to design new report generation or data analysis processes; shows emerging trends that impact information retrieval and reporting; develops standards for report generation, maintenance, and distribution; writes queries to generate ad- hoc, customized reports; creates templates for standardized report creation; writes macros to automate queries.

• Bachelor's Degree (or internationally comparable degree) – Accounting, Finance – Preferred

• Experience with SEC filing and reporting – Desired

• Experience with data analysis and project management tools – Strongly Preferred

• Experience working in a Public Accounting Firm – Desired

• Experience with unique and challenging accounting projects – Preferred

Salary Grade: 20E

Location: Atlanta, GA - must reside in the Atlanta, GA geographic region or willing to self-relocate to the area.

Application Deadline: Internal candidates required to apply no later than Friday, September 11th at 11:59pm Eastern Time

Employee Type:

Permanent

UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.

Other Criteria:

UPS is an equal opportunity employer. UPS does not discriminate on the basis of race/color/religion/sex/national origin/veteran/disability/age/sexual orientation/gender identity or any other characteristic protected by law.

Basic Qualifications:

Must be a U.S. Citizen or National of the U.S., an alien lawfully admitted for permanent residence, or an alien authorized to work in the U.S. for this employer.