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Junior Financial Data Analyst

Portfolio
Strongsville, United Statesfull_timeVerifiedPosted 17 May 2024
💰 $44,000/yr

About the role

Description

At this time, a Junior Financial Data Analyst (Jr. Cessions Data Analyst) is needed to assist with technical and digital advancements within the cession department. Maintain pivotal files, templates, spreadsheets, and automated processes. Complete quarterly cession reports presented by Agents to Dealer Principals.


*This position is a Remote Career Opportunity

 

* Visual Basic for Applications (VBA) is required. 

*Advanced Excel Knowledge - including Macro. 

*Power BI for reporting purposes is an absolute plus.

*Analysis as it pertains to financial processes is a plus. 


Schedule: Monday - Friday - 8:00 am to 5:00 pm.

Compensation: $19.75 - $22.00 per hour, depending on the relative experience, background, and education requirements that we are seeking. Exceptional Benefits!


Essential Functions:

  • Assist with completion of quarterly financial reports in which Sales Agents review with Car Dealers to ensure profit.
  • Work closely with management to identify opportunities to automate or advance current processes.
  • Assist Sr. Cessions Technology Analyst with advancement projects assigned by Supervisor.
  • Monitor and identify processing and/or system issues related to cession data.
  • Update and maintain the reporting template, macros, and VBA’s.
  • Prepare cession template changes from quarter to quarter.
  • Prepare a variety of standard reports for internal use, utilizing various reporting tools.
  • Gather data from internal and external data sources.
  • Audit & reconcile internal and external reporting for accuracy.
  • Review CESSR reports and update coding as needed.
  • Edit and Audit specialized reporting and AD Hoc reporting for various Managing Directors
  • Communicate directly with Sales Agents for scheduling, reporting questions and misc. requests.
  • Monitor and reconcile bank statements monthly.
  • Fulfill information requests from Accountants in order to complete Tax Estimates and Returns

Requirements

Education and Qualification Requirements:

  • High School diploma or equivalent required; applicable college courses/technical training related to Business, Finance, etc. preferred.
  • 3-4 years minimum work experience in an office environment

Preferred Requirements:

  • Strong 10-Key
  • Must be able to work in a fast-paced work environment with timing goals and deadlines.
  • Advanced skills in MS Excel and familiar with other MS Office programs
  • Ability to work independently and with a team in an office setting.
  • Good interpersonal skills
  • Highly organized, self-starter, problem-solver

Work Environment and Physical Requirements:

  • Vision acuity is required to include close vision, color vision, distant vision, and the ability to adjust focus.
  • Ability to grasp objects such a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment
  • Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
  • Ability to frequently sit for long periods of time.
  • Ability to hear and talk, both in person and by phone.
  • Ability to spend extended hours in front of a computer screen

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Company

Portfolio

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