Financial Analyst: Data-Driven Forecasts & Exec Dashboards

bakerdistributing; Jacksonville (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Baker Distributing is seeking a detail-oriented analyst to provide high-level customer service, business intelligence, and insightful financial reporting in Jacksonville, FL. The role supports end-user projects, variance analysis, and executive-ready recommendations.

The ideal candidate will have strong Excel, SQL, and BI skills, plus experience with data-heavy projects and presenting to leadership. Onsite position with growth opportunities.

Qualifications

• 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.
• Guide cost analysis process by following policies and procedures.
• 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 trends.

Responsibilities

• 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.
• Guide cost analysis process by following policies and procedures.
• 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 trends.

Skills

Excel formulas

Data analysis

SQL

Business Intelligence

Interpersonal communication

Education

Bachelor's degree in Accounting, Finance, Statistics or Economics

High School Diploma or GED

Tools

Access

SQL

Business Intelligence

Job description

Baker Distributing is seeking a detail-oriented analyst to provide high-level customer service, business intelligence, and insightful financial reporting in Jacksonville, FL. The role supports end-user projects, variance analysis, and executive-ready recommendations.

The ideal candidate will have strong Excel, SQL, and BI skills, plus experience with data-heavy projects and presenting to leadership. Onsite position with growth opportunities.