Financial Analyst - Tampa Based

DGR Systems; Tampa (FL); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Financial Analyst to provide financial leadership in the IT services sector. This role involves guiding project management and sales teams through financial forecasting, planning, and cash flow management. The ideal candidate will possess strong analytical, reporting, and communication skills, with a focus on maintaining financial integrity. Join a forward-thinking company committed to excellence, where your contributions will directly impact business operations and client success. Embrace the opportunity to work in a dynamic environment that values teamwork and innovation.

Benefits

Group Health Care Plans (Medical, Dental & Vision)

Company Paid Life Insurance

401(k) with Company Match

Paid Time Off (Vacation, Sick & Public Holidays)

Work From Home Program

Certification Reimbursement

Wellness Resources

Qualifications

• 5+ years experience in finance/accounting positions.
• Knowledge of general accounting procedures and expense analysis.
• Experience in the IT or professional service industry preferred.

Responsibilities

• Prepare and send invoices, manage accounts receivable and payable.
• Responsible for financial forecasting and reporting.
• Interact with executive management and project teams daily.

Skills

Analytical Skills

Communication Skills

Reporting Skills

Presentation Skills

Time Management

Education

Bachelor's degree in business, accounting, finance

Tools

Microsoft Excel

MS Dynamics

MS Business Central

Microsoft Office Products

Job description

DGR Systems is looking for a Financial Analyst with a specialized focus in the IT industry or Professional Services. You will provide financial leadership and guidance to project management, sales and leadership teams. You will work closely with leadership on financial forecasting, planning and cash flow management. This position requires an individual that is highly motivated, knowledgeable of best practices associated with finance, and has excellent analytical, reporting, communication, and presentation skills.

Responsibilities

• Accounts Receivable
• Prepare and send invoices to customers
• Post customer check, ACH and credit card payments
• Handle customer inquiries, billing issues and collections
• Accounts Payable
• Receive, validate and record vendor invoices and ensure timely and accurate payments to vendors
• Maintain vendor relationships, address inquires and resolve issues
• Manage and process payroll to ensure accurate employee paychecks
• Responsible for financial forecasting and planning and maintaining budgeting and forecasting processes and models
• Preparing profit and loss statements, balance sheets and other management reports to forecast financial outcomes
• Maintaining confidential financial information
• Interact daily with executive management, project team leaders, sales managers and financial professionals.
• Planning, implementing, improving, monitoring and supporting financial business information across multiple departments
• Accounting activities such as:
• Reviewing general ledger accounts and preparing and adjusting journal entries
• Performing account analysis and reconciliation, including bank statements and general ledger accounts
• Posting monthly, quarterly and yearly accruals
• Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
• Coordinating and preparing internal and external financial statements
• Coordinating activities of external auditors
• Providing management with information vital to the decision-making process
• Assessing current accounting operations, offering recommendations for improvement and implementing new processes
• Evaluating accounting and internal control systems
• Evaluating the effectiveness of accounting software and supporting database, as needed
• Developing and monitoring business performance metrics
• Assist with special projects as required
  
  

Requirements

• Bachelor's degree in business, accounting, finance, or equivalent, is required
• 5+ years proven experience in finance/accounting positions
• Experience in the professional service or IT industry, preferred
• Knowledge of general accounting procedures, reporting and expense analysis, and journal posting is required
• Excellent computer skills are required, particularly Microsoft Excel
• Experience implementing and/or using MS Dynamics and / or MS Business Central, preferred
• Detailed knowledge and experience in the use of Microsoft Office Products, including collaborative applications such as MS Teams, SharePoint, and One Drive
• Demonstrated analytical, reporting, communication, and presentation skills
• Possess strong time management skills and attention to detail
• Ability to manage several different projects at various stages with ease
• High emotional intelligence to be able to work in stressful situations with top priority outcomes
• Client service orientation
• Ability to work effectively within a remote environment and with remote team members
  
  
  

Benefits

Why DGR?

DGR Systems helps solve the most complex business and operational challenges for their customers. Our team of top-level industry experts takes an innovative and straightforward approach to consulting, design, deployment, and ongoing Assurance Services to meet customer needs.

At a glance, DGR Systems was founded in 2009 in Tampa, Florida, and provides full-service solutions in the areas of Modern Workplace (Endpoint Solutions, Collaboration), Security (Identity and Access Management, Zero Trust, Information Protection) Modern Infrastructure and Cloud, and Applications (Collaboration Apps, SQL Reporting, Power Platform). With an impressive depth of experience across the Microsoft technology solution stack combined with our focus on integrating solutions from multiple leading vendors, we help organizations design and execute against their most challenging digital transformations. At DGR Systems, our culture is built around one simple standard: Excellence is our Baseline - and we deliver on that standard with every customer, every day.

Core Values

DGR Systems core values are an essential and enduring tenant of our organization. They are a small set of timeless guiding principles describing who we are, how we treat people and how we run our business.

• Passion - Love what you do and make it evident through your approach to your work and the attitude you display
• Ownership -Be accountable for outcomes. Take initiative to start and move things forward to make something better
• Integrity -Do the right thing. Always. Every time. Without exception
• Navigation - Find solutions to problems. Evolve, adapt, and embrace change around you for tomorrow will be different than today
• Teamwork - Be approachable and engage with the team around you constantly. We win or lose together
  
  
  

Full-Time Team Member Benefits

DGR Systems is committed to the health and welfare of our team members. This commitment involves offering a comprehensive benefits program to help prepare team members and their family for planned as well as unplanned life events.

• Group Health Care Plans (Medical, Dental & Vision)
• Company Paid Life Insurance (Basic & AD&D)
• Company Paid Short Term & Long Term Disability
• Company Paid Family Leave (Maternity, Paternity)
• Voluntary Insurance Options (Voluntary Life, Accident Insurance, Critical Illness Insurance)
• 401(k) with Company Match
• Paid Time Off (Vacation, Sick & Public Holidays)
• Certification Reimbursement
• Work From Home Program
• Wellness Resources
  
  

We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.

DGR Systems believes in remote work and will accept qualified candidates throughout the United States. However, preference will be given to candidates who currently reside with the Midwest, Southeast and Southwest areas of the United States.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at DGR Systems by 2x

Get notified about new Financial Analyst jobs in Tampa, FL.

Tampa, FL $110,000.00-$120,000.00 5 days ago

Tampa, FL $80,000.00-$120,000.00 1 week ago

Analyst, U.S. Cash Management Operations

St. Petersburg, FL $75,000.00-$95,000.00 2 days ago

Financial Planning & Analysis Lead Analyst

Tampa, FL $63,000.00-$116,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.