Financial Analyst

Baker Distributing Company; Jacksonville (FL); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Baker Distributing Company LLC in Jacksonville, FL is seeking a data/financial analyst to provide business intelligence and reporting. This onsite role supports end-user projects, analyzes general ledger data, and delivers insights to management.

You will prepare reports, perform variance analysis, develop dashboards, and drive process improvements. Ideal candidates have 0-2 years in business/finance, a relevant degree, strong SQL/Access skills, and the ability to communicate with executives.

Qualifications

• 0–2 years in business, finance, or related field preferred.
• Degree in accounting/finance/statistics/economics preferred.
• Strong analytical and data-management skills with SQL/Access BI.
• Quantitative and analytical problem-solving abilities.

Responsibilities

• Prepare and analyze data for end-user projects.
• Report and understand financials, including general ledger accounts.
• Conduct variance analysis comparing actuals to plans/forecasts.
• Create reports and dashboards; present to management.
• Forecast trends and recommend actions for optimization.
• Drive process improvements and automated reporting tools.

Skills

Analytical skills

Interpersonal communication

Problem-solving

Data presentation

Data management

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Bachelor's Degree in Statistics

Bachelor's Degree in Economics

High School Diploma or GED

Tools

Access

SQL

Business Intelligence

Job description

About Us

Baker Distributing Company is one of the largest distributors of HVAC, refrigeration and food service equipment in the U.S. We have been in business for nearly 75 years; we are visionaries ! We are innovating the distribution industry every single day as we transform our company into a world-class supply chain. Our 1,400 employees and 200+ locations serve 50,000 active customers. Our corporate headquarters is in Jacksonville, Fl. and we are a subsidiary of Watsco (NYSE: WSO).

At Baker, we are utilizing emerging technologies and innovations to diversify our portfolio and our service offerings to deliver a best-in-class customer experience.

People are the core of our business -- those who work for us (our employees), those who work with us (our suppliers and vendors) and those we work for (our customers). While some of our employees are the most experienced in the industry, we are always seeking new talent with fresh ideas. If you have a keen sense of respect -- for yourself and others; an unfaltering devotion to integrity; the drive to provide consistency; the tenacity to strive for excellence; and embody the spirit of teamwork, we would love to talk with you.

Job Description

This is an onsite position at 14610 Breakers Dr. Jacksonville, FL 32258

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
• 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 trend s

And here is what you will need to be successful:

Qualifications

• 0-2 years of business, finance, or relevant experience preferred
• High School Diploma or GED r equired
• Bachelor’s Degree in Accounting , Finance, Statistics or Economics preferred
• 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

Status

Full-Time

Company

Baker Distributing Company LLC

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