Financial Data Analyst

Aderant Expert Users Community, Inc.; Chicago, Madison, Milwaukee, Waukesha (IL, WI, WI, WI); Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

Michael Best is seeking a Financial Data Analyst to support financial reporting, budgeting, and analytical functions across multiple offices in Chicago, Madison, Milwaukee, or Waukesha. The role involves developing and maintaining technical reporting solutions used by Finance & Accounting.

Responsibilities include preparing reporting packages, building budget models, performing variance analyses, and collaborating with cross-functional teams to deliver accurate dashboards and insights.

Qualifikationen

• Experience with financial reporting and budgeting processes.
• Proficiency in SQL for data extraction, validation and troubleshooting.
• Strong Excel and BI tooling skills for building reports and dashboards.

Aufgaben

• Prepare and distribute monthly, quarterly, and annual reporting packages.
• Produce recurring and customized financial and operational reports for internal and external requests.
• Support development of the annual budget by gathering assumptions and building budget models.
• Assist with forecasts, budget-to-actual reporting, variance analysis, and inquiries from budget owners.
• Analyze general ledger, revenue, and expenses; investigate variances and reconcile results.
• Write and execute SQL queries to extract and analyze financial data.

Kenntnisse

Financial analysis

Attention to detail

Communication

Collaboration

Tools

SQL

Excel

Power BI

PowerPoint

Budgeting software

Jobbeschreibung

Michael Best is seeking a Financial Data Analyst to work in any of our Chicago, Madison, Milwaukee, or Waukesha offices!

The Financial Data Analyst supports the Firm’s financial reporting, budgeting, and analytical functions while helping develop and maintain the technical reporting solutions used by Finance & Accounting.

Responsibilities

• Prepare and distribute monthly, quarterly, and annual reporting packages used to evaluate Firm, practice group, client, department, and individual performance.
• Produce recurring and customized financial and operational reports for internal stakeholders and external requests.
• Support development of the annual budget by gathering assumptions, building and maintaining budget schedules and models, consolidating submissions, and analyzing proposed results.
• Assist with forecasts, budget-to-actual reporting, variance analysis, and follow-up with budget owners.
• Analyze general ledger, revenue, expense, productivity, and other financial data; investigate variances and reconcile reporting results to source systems.
• Write and execute SQL queries to extract, combine, validate, troubleshoot, and analyze financial data. SQL knowledge is required for this role.
• Gather and summarize information for surveys, RFP responses, client reporting requests, peer benchmarking, and ad hoc business questions.
• Collaborate with Accounting, Billing, Financial Applications, Legal Operations, IT, and business stakeholders to clarify requirements and deliver accurate reporting solutions.
• Work with department leaders and budget owners to collect budget information, explain report results, and resolve data or reporting questions.
• Maintain a responsive, service-oriented approach and communicate financial and technical information clearly to non-technical users.
• Participate in testing, data validation, documentation, and implementation of reporting enhancements, system changes, and integrations.
• Use SQL, Excel, Power BI, PowerPoint, and financial systems to develop, maintain, and improve reports, dashboards, budget models, and analytical tools.
• Create and maintain SQL queries, data extracts, reporting datasets, and recurring processes with appropriate validation and documentation.
• Support data imports, exports, interfaces, reconciliations, reporting structures, account and expense coding, and other data-quality processes.
• Troubleshoot reporting issues, identify root causes, test corrections, and help users understand results.
• Identify opportunities to automate manual reporting, budgeting, reconciliation, and data-preparation activities.
• Recommend improvements to reports, dashboards, financial models, and reporting processes that increase accuracy, efficiency, and usability.
• Build knowledge of the Firm’s financial systems, data structures, accounting processes, and business intelligence tools.