Data/Financial Analyst

About the role

This position is an in-person role located in either our Saginaw or Troy office. Yeo & Yeo CPAs & Business Consultants is a leading accounting firm in Michigan and among the Best & Brightest Places to Work. Since 1923, our industry-specialized accountants and consultants have provided clients with forward-thinking, comprehensive solutions in accounting, audit, tax, technology, and business consulting. Career paths are supported through development opportunities, career ladder choices, leadership advancement support, and work–life integration.

Position Summary

The Data/Financial Analyst will compile and interpret data sets across the firm to measure, track, and explain trends that optimize financial performance and mitigate risks. They will partner with firm leadership to create and implement initiatives aligned with industry best practices and regulatory controls, collaborating closely with Finance, Marketing, Human Resources, Recruiting, Information Technology, and Practice Leadership to ensure accurate reporting and data-driven decision-making.

Key Objectives

• Maintain firm confidentiality and follow policies outlined in the Employee Handbook.
• Develop an understanding of the firm’s vision, plan, and strategies and how your role contributes to achieving them.
• Utilize SQL to extract, manipulate, and analyze financial data from databases, spreadsheets, and accounting software.
• Collaborate with cross-functional teams to gather requirements and design data models and reporting frameworks that meet internal stakeholder needs.
• Develop and maintain automated processes for data cleansing, validation, and visualization to ensure accuracy and efficiency in financial reporting.
• Perform in-depth analysis of financial statements, transactional data, and KPIs to identify trends, anomalies, and improvement opportunities.
• Prepare detailed reports, dashboards, and presentations summarizing findings and recommendations for management.
• Recommend changes to reporting methodologies, data governance standards, and performance measurement systems.
• Assist in strategic initiatives to optimize financial performance, mitigate risks, and achieve business objectives.
• Exercise independent judgment in developing performance metrics, identifying business risks, and recommending operational improvements.
• Stay current with industry trends, best practices, and regulatory changes.
• Support implementation and enhancement of practice management, financial, payroll, HRIS, CRM, and business intelligence systems.
• Identify opportunities for process automation and improved system integration.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Business Administration, Statistics, or a related field required.
• Three to seven years of experience in financial analysis, business analytics, accounting, or business intelligence.
• Professional services, accounting firm, or consulting experience preferred.
• Experience supporting leadership with reporting and analysis preferred.

Preferred Abilities

• Proficiency in SQL and advanced Excel for data manipulation, analysis, and modeling.
• Proficiency with data visualization tools such as Power BI or SSRS.
• Familiarity with Thomson Reuters Practice CS or Karbon is preferred.
• Strong analytical skills with the ability to interpret complex financial data and draw actionable insights.
• Excellent communication and interpersonal skills to collaborate effectively at all levels.
• Detail-oriented mindset committed to accuracy and quality in financial analysis and reporting.
• Ability to manage multiple projects and prioritize tasks in a fast-paced, deadline-driven environment.

Knowledge, Skills, and Abilities

• Knowledge of Reporting: Prepare detailed reports, dashboards, and presentations that support firm-wide and individual office needs.
• Skill in Data Collection: Collaborate with stakeholders to gather requirements and design data models that meet financial and operational reporting needs.
• Ability to Analyze Financial Data: Perform in-depth analysis of financial statements, transactional data, and performance metrics to identify trends and support management decisions.
• Ability to Prepare Accurate Work Product: Accurately prepare presentable data and reporting at regular intervals while completing other assigned tasks.
• Ability to Think Analytically: Use a logical, systematic approach to solve problems by breaking complex tasks into components and evaluating details.
• Skill in Producing Quality Work: Produce accurate, complete, and professional work by learning from mistakes and maintaining a commitment to quality.
• Skill in Communication: Convey written and verbal information clearly and concisely; maintain regular communication and ask appropriate questions.
• Ability to Demonstrate Personal Credibility: Act as a professional representative of the firm, protect confidential information, and demonstrate honesty and integrity.

Physical Demand

• Frequent use of hands, wrists, and fingers associated with computer equipment.
• Required to sit for extended periods.
• Occasionally stoop, kneel, crouch, or crawl.
• Normal visual acuity; ability to talk and hear.
• Occasionally lift and/or move up to 20 pounds.

Working Conditions

• On-site position; may travel to other Yeo & Yeo office locations as needed.
• Normal office environment; may occasionally be exposed to loud sounds and distracting noise levels from office equipment.

Benefits & Perks

• Competitive salaries
• Medical, dental, and vision plan options
• Bonuses and referral programs
• Life insurance and 401(k) plan
• Award-winning CPA certification program
• Community service opportunities
• Flexible work arrangements
• Fun firm events