Financial Systems Analyst

Apex Systems; Allen Park (MI); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability insurance

401K program

HSA

Job summary

Everforth Apex Systems is seeking a data-savvy analyst to partner with the Director’s Planning and Integration team. The role focuses on transitioning monthly PO forecasts from Excel-based reporting to PowerBI dashboards and PowerAutomate processes, ensuring accurate actuals and forecasts for a $100M department.

Responsibilities include creating storytelling visuals for leadership, gathering monthly headcount/financial plans, and providing fallback support for analysts.

Qualifications

• 2+ years developing PowerBI and PowerAutomate dashboards and processes.
• 3+ years with Microsoft Office suite (Outlook, PowerPoint, SharePoint, etc.).

Responsibilities

• Develop and enhance PowerBI dashboards and automate processes with PowerAutomate.
• Gather headcount/financial plans and prepare data for senior leadership with clear graphics and storytelling.
• Provide monthly forecasts and actuals for Purchase Orders and collaborate with Finance and IT teams.

Skills

PowerBI

PowerAutomate

Microsoft Excel

Microsoft Office

Education

Associate Degree

Bachelor's Degree

Job description

Job#: 3054871

Job Description

Position Description:

This role is to work as a part of the Director’s Planning and Integration team to manage the forecasts and actuals for Purchase Orders for our $100M department. We are replacing the monthly report out (mostly using Excel and graphs in PowerPoint) with PowerBI and PowerAutomate procedures. This role is to continue development of our PowerBI dashboards, develop new dashboards, and integrate PowerAutomate to automate the manual processes. Additionally, when needed, communicate monthly with the supervisors to gather their headcount/financial plans and then partner with the other team members to collate that data for senior leadership. Use creativity to clearly explain the data to the leadership team, with graphics and “tell a story”, when appropriate. Gather actual financial spending each month and enter future financial forecasts. Provide fallback support for when the team’s other financial analysts are unavailable, regarding the monthly Purchase Orders forecasts and actual-payments. Additionally, partner with the Integration Team’s supervisor to support diverse requests from Finance and the IT Business Office. While Excel data is often the basis of such requests, use AI and PowerPoint to generate ways to explain conclusions creatively and clearly. In summary, while this position is primarily for PowerBI, PowerAutomate, the selected candidate needs to be comfortable working with financial data and the precision that requires.

Skills Required

Financial Reporting, Microsoft Office, Microsoft Excel

Skills Preferred

Financial Reporting

Experience Required

• 2+ years developing PowerBI, PowerAutomate dashboards and processes
• 3+ years with Microsoft Office suite (Outlook, PowerPoint, SharePoint, etc.)

Experience Preferred

• 2+ years Accounting or IT Analysis experience
• 3+ years leveraging Excel for data analysis (doesn’t have to be financial data)

Education Required

Associate Degree

Education Preferred

Bachelor's Degree

Additional Information

Hybrid Position 4 days a week onsite

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Benefits Overview

• medical
• dental
• vision
• life
• disability
• other insurance plans
• ESPP (employee stock purchase program)
• 401K program
• HSA (Health Savings Account on the HDHP plan)
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• corporate discount savings program
• on-demand training program
• certification prep
• library of technical and leadership courses/books/seminars
• certification discounts
• other perks to associations that include CompTIA and IIBA
• dedicated customer service team for our Consultants
• certified Career Coach
• full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.