Financial Data Analyst

DSI; Urbandale (IA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with employer matching

Paid vacation and sick days

Bereavement leave

DSI Bucks Profit Sharing

Job summary

DSI Systems Inc. in Urbandale, IA is seeking a Financial Data Analyst to join the onsite team. You will work with management and cross-functional groups to handle data tasks, generate reports, and respond to ad hoc data requests to support informed decision-making and boost operational efficiency.

The role requires strong SQL and Excel skills, plus the ability to communicate effectively across departments. Compensation includes comprehensive benefits and opportunities for growth within the

Qualifications

• Bachelor's degree with 2+ years in IT, finance, accounting, or analytics.
• Proficiency in Microsoft Excel with experience handling large data sets.
• Strong interpersonal and communication skills with ability to influence across departments.
• Proactive mindset to uncover solid solutions to core issues.
• Excellent analytical and problem-solving abilities.
• Extremely detail-oriented and well organized.
• Experience with MS SQL, MS SQL Reporting Services, MS Visual Basic; familiarity with Domo is a plus.

Responsibilities

• Handle dealer inquiries and investigate data by querying multiple vendor tables with SQL, resolving dealer disputes in a timely manner.
• Lead data collection, reporting, dealer payments, and vendor receivable reconciliation across multiple DSI programs.
• Evaluate vendor data and update current vendor payment processes accordingly.
• Identify high level data issues from vendors while collaborating with Sales across all levels.
• Prepare ad hoc financial reports by consolidating data from various accounting applications and presenting results in an audience-appropriate format.
• Provide admin level support to other DSI departments as needed.
• Other duties as assigned.

Skills

SQL

Excel

Interpersonal skills

Analytical thinking

Communication

Education

Bachelor's degree

Tools

MS SQL

MS SQL Reporting Services

MS Visual Basic

Domo

Job description

The Financial Data Analyst role is an in office, onsite position based in Urbandale, IA. The role collaborates with management and cross-functional teams on data tasks, reporting, and ad hoc data requests to support informed decision-making and drive operational efficiency across DSI Systems Inc.

Responsibilities

• Handle dealer inquiries and investigate data by querying multiple vendor tables with SQL, resolving dealer disputes in a timely manner.
• Lead data collection, reporting, dealer payments, and vendor receivable reconciliation across multiple DSI programs.
• Evaluate vendor data and update current vendor payment processes accordingly.
• Identify high level data issues from vendors while collaborating with Sales across all levels.
• Prepare ad hoc financial reports by consolidating data from various accounting applications and presenting results in an audience-appropriate format.
• Provide admin level support to other DSI departments as needed.
• Other duties as assigned.

Requirements

• Bachelor's degree (BA/BS) with 2+ years of experience in IT, finance, accounting, or analytics, or equivalent work experience.
• Proficiency in Microsoft Excel with experience handling large data sets.
• Strong interpersonal and communication skills with the ability to influence across departments.
• A proactive mindset and determination to uncover solid solutions to core issues.
• Excellent analytical and problem-solving abilities.
• Extremely detail-oriented and well organized.
• Experience with MS SQL, MS SQL Reporting Services, MS Visual Basic; familiarity with Domo is a plus.
• Knowledge or experience in accounting or finance is a plus.

Technologies

• MS Excel
• MS SQL
• MS SQL Reporting Services
• MS Visual Basic
• Domo

Compensation

Salary: USD 40,000 - 50,000 per year

Benefits

• Medical, Dental, Vision, and Life insurance become available on the first day of the month following your start date with no extended waiting period
• 401(k) Plan with employer matching
• Paid vacation, personal and sick days, and bereavement leave
• DSI Bucks Employee Profit Sharing Program
• 50% AT&T wireless discount
• Paid training
• Opportunities for advancement, with a preference for internal promotions