Senior Financial Analyst

About the Role

As a Senior Financial Analyst, you play a key role in accelerating organizational success by collecting business data, analyzing information, ensuring accurate reporting, and developing improvement and enhancement solutions for the company.

About ISG Technology

At ISG Technology, we unlock possibilities for our clients by providing IT services that help drive business growth. We free clients from day-to-day IT maintenance, secure their networks, protect their data, and help design, implement, and manage their IT infrastructure. With over four decades of experience, ISG Technology is a recognized leader in the Midwest, consistently ranked in CRN’s Top Managed IT Service Providers and excelling in managed security offerings. Our Customer Satisfaction Scores (CSAT) consistently reach 97%, and our Net Promoter Score is 70, compared to the industry average of 47.

Responsibilities

You will use your Collaborative Skills to:

• Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
• Administer variable compensation plans; create, send, perform ongoing maintenance, check for accuracy, educate team members, and process documentation.
• Own reporting efficiency, whether utilizing Datarails for compensation plan administration or creating new PowerBI reports for company reporting as the subject matter expert (SME).
• Own creation, updating, and publishing of scorecards, recurring reporting, and KPI metrics that contribute to the organization’s strategic goals.
• Promote team values, demonstrate positive team behavior, and contribute toward building and maintaining an elevated level of morale.
• Support the company by completing other duties as assigned.

You will use your Technical Skills to:

• Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
• Administer and maintain compensation plans and files.
• Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership.
• Maintain operational and KPI analysis reports and provide recommendations for improvement.
• Develop templates for annual operating and capital budgets in partnership with the Director of Finance and company leadership, including reviewing and advising on strategies to increase efficiency.
• Maintain financial forecasting models to provide insight into future company performance.
• Ensure financial data integrity in alignment with the Controller and Director of Finance.
• Develop and maintain standard costing systems and pricing/cost models.
• Help drive the implementation of technology and process solutions from concept to completion, including improvements to existing systems.
• Assist in the design and maintenance of data systems and databases.
• Identify trends and developments in competitive environments and present findings.
• Ensure compliance with corporate policies and procedures.
• Perform ad-hoc data analysis, forecasting, reporting, and special projects.

Professional Skills

• Strategic Thinking: Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
• Oral Communications: Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
• Written Communications: Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
• Customer Service: Respond promptly and courteously to customers’ requests for service and assistance; manage difficult or emotional customer situations.
• Presentation: Deliver business, non-technical, and limited-technical presentations to audiences of 20-150 individuals.
• Leadership: Lead people and get results through others in a positive and inspiring manner.
• Management: Organize and manage multiple priorities.
• Ethics: Treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethically; uphold company values.
• Organizational Support: Follow company policies and procedures and complete other duties as assigned.
• Judgment: Include appropriate people in the decision-making process.
• Interpersonal Skills: Maintain confidentiality; keep emotions under control; listen well.
• Planning and Organization: Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; organize or schedule other people and their tasks.
• Professionalism: Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; follow through on commitments.
• Adaptability: Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events.
• Detail & Task Oriented: Manage and follow through on multiple tasks, items, and communications in a timely manner.

Requirements

• Bachelor’s degree in Data Analytics, Finance, or related Business discipline required.
• 4-7 years of progressive experience as a business, reporting, or financial Analyst preferred.
• Database structure experience.
• Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
• Experience with Microsoft PowerBI, including end-to-end creation and report publishing.
• Experience with Datarails or other FP&A tools (implementation experience a plus).
• Familiarity with ConnectWise, Sage Intacct, and Hubspot a plus.
• Familiarity with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.

Core Values

• Humor & Fun: We enjoy spending time with each other, collaborating and sharing what makes us unique.
• Lead by Example: Always taking initiative, acting responsibly, and demanding excellence from ourselves.
• Resilience: Change is inevitable. We embrace it and use it to drive creativity and innovation.
• “Team First” Initiative: Proactively helping one another, taking individual accountability for the success of the whole team.
• Continuous Improvement: Daily improvement matters. Bold ideas move us forward.

Work Environment

• Prolonged periods of sitting at a desk and working on a computer and phone.
• Work in a general office environment.
• Travel to client and prospect locations with varying conditions.
• Mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.