Sr. Analyst, Financial Reporting

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned (please list 5-8 responsibilities along with percentage of time associated with each).

Reporting 20%

• Collaborate with cross-functional teams to understand business needs, define key performance indicators (KPIs), and develop standardized reporting packages, dashboards, and metric-driven insights for leadership.
• Prepare monthly and quarterly financial forecasts, highlighting trends, risks and performance drivers.
• Build and maintain financial models to support budgeting, planning and scenario analysis.
• Produce daily, weekly, and monthly reporting to ensure stakeholders have consistent and timely visibility into operational and financial data.
• Adjust report design and delivery cadence in response to evolving business or financial shared services requirements.
• Safeguard data accuracy and integrity across all reporting tools through strong data governance and qualitycontrol practices.
• Monitor and communicate reporting progress and deliverable status to management.

Data Analysis – 30%

• Monitor and analyze key performance indicators (KPIs) across accounts receivable, collections, cash applications, credit, corrections, billing, and P2P, while conducting in-depth data analysis to identify trends, patterns, and insights that guide business decisions.
• Build, enhance, and maintain financial and analytical models to improve forecasting accuracy and support strategic initiatives.
• Perform data mining and statistical analysis to uncover patterns within large datasets and provide insights that inform decisionmaking.

Business Partnership – 25%

• Serve as a strategic advisor to department leaders by providing financial insights and recommendations.
• Partner with crossfunctional teams to understand business drivers and translate data into actionable insights that support operational and financial decisions.
• Present financial results, trends, and recommendations to senior leadership in a clear, concise, and compelling manner.

Automation and Process Efficiency – 15%

• Identify and implement automation opportunities to increase reporting efficiency, accuracy, and scalability.
• Maintain comprehensive documentation of reporting processes, data sources, and troubleshooting procedures to ensure repeatability and compliance.
• Promote best practices in report reproducibility and establish proactive communication methods for alerting management to production issues and supporting timely resolution.

Audit Support – 5%

• Provide support to internal and external auditors during financial audits.

Training & Development – 5%

• Provide training, guidance, and technical support to junior team members on reporting tools, data processes, and analytical techniques.

SUPERVISORY RESPONSIBILITIES:

• No supervisory responsibility required.

DECISION-MAKING RESPONSIBILITIES:

• This Job has decision-making responsibilities including:
• Providing recommendations based on data analysis
• Developing and updating reports and dashboards to align with business requirements

EDUCATION/EXPERIENCE:

• Minimum Required Education: Bachelor’s degree (BA) in Accounting, Finance, Business, Data Science, Computer Science or related field from an accredited college or university is required.
• MBA or professional certification (CPA, CFA) is preferred but not required.
• Minimum Required Experience:
• 4+ years of experience in Financial Planning & Analysis (FP&A), including hands-on budgeting and forecasting in a large corporate environment.
• 4+ years of experience within Finance & Accounting, Finance Operations, or Shared Services functions.
• 4+ years of experience in financial reporting, data analytics, or a closely related discipline.
• Practical, demonstrable experience using SQL, Tableau, Power BI, Looker, Google BigQuery, or similar reporting/analytics platforms, with strong skills in extracting, transforming, and modeling complex datasets.
• Demonstrated ability to drive strategic, resultsoriented decisions and take ownership of outcomes.
• Proven ability to partner with and present insights directly to senior leadership.
• Desirable Education/Experience:
• Experience in Financial Shared Services
• Logistics or transportation experience

CERTIFICATES AND LICENSES (list special certifications/licenses that are required or desirable to perform this job):

JOB RELATED COMPETENCIES: To perform the job successfully, an individual should demonstrate the following competencies:

• Analytical Skills -
• Able to think critically and leverage available resources to troubleshoot reporting issues and data anomalies, develop solutions, and implement corrective actions.
• Make informed decisions based on a thorough analysis of data, risks, and potential impacts.
• Demonstrates attention to detail.
• Capable of generating ad-hoc reports tailored stakeholder requirements.
• Communication Skills –
• Strong communication skills and the ability to effectively communicate complex financial concepts to various groups at all levels of the organization.
• Ability to translate complex financial data into clear, concise insights for non-finance stakeholders.
• Excellent presentation skills
• Clearly presents data analysis and recommendations.
• Utilizes variety of interpersonal styles and communication methods
• Time Management Skills -
• Demonstrates follow-up skills.
• Ability to work in a fast-paced environment
• Provides timely and professional support to all internal/external customers.
• Prioritizes routine reporting tasks and adhoc reporting requests, managing time and resources effectively to ensure work is completed accurately and efficiently within the designated time frame.
• Other -
• Self-motivated.
• Works with minimal supervision.
• Builds and maintains effective, collaborative work relationships both internally and externally.
• Good communication and presentation skills.
• Ability to manage multiple tasks simultaneously in a fast-paced environment.
• Strong analytical, problem-solving, and critical thinking skills.