Financial-Data Analyst


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Located in White City, OR

Salary: $52000-74800 + Bonus (+/- 25k)

General Summary

As directed by the Controller, the Staff Accountant and Data Analyst, will assist in completion of month-end financial reporting and development of dashboards and reports based on financial, sales, and cost records in a small but growing Accounting Department.

  • Reconciliation of accounts: look for anomalies in data for review and identify errors and present correction.
  • Prepare month end binders and reports for monthly financial review. Assist in month end closing.
  • Work with other areas of the accounting department to review processes and assist in developing standard operating procedures.
  • Analyzes financial and other data to assess quality and meaning of data.
  • Preparing reports and projections stating trends, patterns, and predictions using relevant data.
  • Analyzes financial statements, revenue streams, costs, and expenditures. Use analysis to help develop a flexible budget for future forecasting, modeling of capital structure, and budgeting.
  • Develop clear visualizations to convey complicated data in a straightforward fashion: Analyze and present conclusions to support visualizations in a clear, concise written format that can be referred to by management during decision making processes.

Essential Job Functions: (Applicant/Employee must have the ability to perform essential job functions with or without accommodations.):

As guided by the Controller, the Financial - Data Analyst,

  1. Boosts the organization’s financial performance through the analysis of financial results, forecasts, variances, patterns, and trends in data sets.
  2. Assigns numerical value to essential business functions so that business performance can be assessed and compared over periods of time.
  3. Assists in the process of capital budgeting and expenditure planning
  4. Develops and maintain accurate and up-to-date technical knowledge of NIC products, market conditions, and trends.
  5. Conducts and compares analysis and market research to support internal financial analysis.
  6. Designs and develops financial models to support valuation, planning, and forecasting.
  7. Implements SQL and Excel formulas and functions to handle financial issues; receives data from relevant resources and tools providing data reports for review by the Controller.
  8. Assists in guiding and handling cost analysis.
  9. Creates and maintains various spreadsheets and dashboards in order to support analysis and provide clear, focused insight.
  10. Creates and maintain models to value potential investment opportunities.
  11. Monitors and reviews budgets, expenses, and devises and recommends to the Controller ways to reduce same.

Skills and Abilities Required:

  1. Strong accounting skills
  2. Proven work experience in data analysis
  3. Strong mathematical skills to collect, measure, organize and analyze data
  4. Strong verbal and written skills
  5. Reporting and data visualization skills
  6. Teamwork and collaboration skills
  7. Technical writing skills
  8. Querying language skills – SQL, MS Query, Power Query
  9. Experience with MS Access, Excel, Power Query
  10. Basic programming skills in VBA
  11. Analytical and problem-solving skills
  12. Ability to set and meet deadlines
  13. Ability to work in high-pressure situations
  14. Excellent attention to detail

Skills and Abilities Preferred:

  1. Experience in data models and reporting packages
  2. Ability to analyze large data sets
  3. Ability to write comprehensive reports
  4. Experience with SAGE accounting software

Experience and Education:

  1. Several years of professional experience in an accounting environment handling various accounting functions, accounting process information, internal company statistics, and financial reports.
  2. Several years of proven work experience in a quantitatively-heavy role.
  3. B.S. in Accounting or Business with an emphasis on Accounting.

Express Office: Medford
3523 Arrowhead Drive
Suite 100
Medford, OR 97504
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