Financial Data Analyst

DSI Systems Inc.; Urbandale (IA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401k Matching

Paid Vacation

Paid Sick Days

Bereavement Time

Profit Sharing (DSI Bucks)

Job summary

DSI Systems Inc. is seeking a Financial Data Analyst to join our in-office team in Urbana Dale, Iowa. You will handle daily/weekly data tasks, respond to ad hoc requests, and collaborate with Sales, Accounting, and Credit to support decision making and efficiency.

You will work with MS SQL/Reporting Services and Excel to manage vendor data, payments, and reconciliations, while supporting other departments as needed. This is an in-office role reporting to IT.

Qualifications

• BA/BS with 2+ years of experience in IT, finance, accounting, or analytics.
• Proficiency in MS Excel with 1+ years of experience working with large data sets.
• Strong interpersonal and communication skills across departments.
• Excellent analytical and problem-solving abilities.
• Extremely detail-oriented and highly organized.
• Experience with MS SQL, MS SQL Reporting Services, MS Visual Basic, Domo a plus.
• Knowledge/experience with accounting or finance is a plus.

Responsibilities

• Processing dealer inquiries and interpreting data using SQL to query multiple vendor tables while resolving dealer disputes in a timely manner
• Execute data collection, reporting, dealer payments, and vendor receivable reconciliation over multiple DSI programs
• Analyze vendor data, ensuring changes are applied to current vendor payment processes
• Identifying high-level data issues from vendors while working with Sales across all levels
• Prepare ad hoc reporting of financial results by gathering data from various accounting applications and putting it in an appropriate format for the intended audience
• Provide admin-level support to other DSI departments where needed
• Other duties as assigned

Skills

SQL

MS Excel

Interpersonal communication

Analytical thinking

Problem solving

Attention to detail

Organization

Data analysis

Education

BA/BS in IT, finance, accounting, or analytics

Tools

MS SQL

MS SQL Reporting Services

MS Visual Basic

Domo

Job description

DSI Systems Inc., an authorized AT&T Representative partner, is seeking a motivated and detail-oriented individual to join our team as a Financial Data Analyst.

Are you a Financial Data Analyst who thrives in a dynamic, fast-paced environment? If so, the DSI Information Technology team wants to hear from you!

In this high-visibility role, you will interact regularly with management and collaborate closely with teams across Sales, Accounting, and Credit, as well as with our dealer partners. Your responsibilities will include executing daily and weekly operational tasks, supporting various business functions, responding to ad hoc data requests, and delivering exceptional customer service. This is a critical position that supports decision-making and operational efficiency across the organization.

This is an in-office position that will report to our Urbana Dale, Iowa office. Schedule 7:30 AM - 4 PM, Monday – Friday

About DSI

Founded in 1984, DSI is a family-owned company committed to delivering exceptional value and measurable results to our clients and partners. Our comprehensive services include sales management, marketing support, hardware logistics, immersive training, engineering expertise, and proprietary software solutions—all designed to drive growth and operational efficiency.

At DSI, we believe strong relationships are the foundation of lasting success. We serve as a one-stop solution across a range of markets—including mobility, broadband, video, commercial, residential, Lodging & Institutions, and Multi-Dwelling Units—empowering our sales partners to uncover new opportunities and maximize their potential.

Responsibilities

• Processing dealer inquiries and interpreting/investigating the data using SQL to query multiple vendor tables while resolving dealer disputes in a timely manner
• Execute data collection, reporting, dealer payments, and vendor receivable reconciliation over multiple DSI programs
• Analyze vendor data, ensuring changes are applied to current vendor payment processes
• Identifying high-level data issues from vendors while working with Sales across all levels
• Prepare ad hoc reporting of financial results by gathering data from various accounting applications and putting it in an appropriate format for the intended audience
• Provide admin-level support to other DSI departments where needed
• Other duties as assigned

Experience

• BA/BS with 2+ years of experience in IT, finance, accounting, or analytics, or relevant work experience
• Proficiency in MS Excel with 1+ years of experience working with large data sets
• Strong interpersonal and communication skills, with the ability to communicate and influence effectively across various departments
• A drive to understand the core issues and a determination to uncover the solution
• Excellent analytical and problem-solving skills
• Extremely detail-oriented and highly organized
• Experience with MS SQL, MS SQL Reporting Services, MS Visual Basic, Domo, a plus
• Knowledge/experience with accounting or finance is a plus

Benefits

• Medical, Dental, Vision, and Life insurance are available on the first day of the month following your first day of employment – no extended waiting period
• 401k Plan with employer matching
• Paid vacation, personal/sick days, and bereavement time
• Bereavement time
• DSI Bucks Employee Profit Sharing Program
• 50% AT&T wireless discount
• Paid training
• Advancement opportunities, we prefer to promote from within!