Junior Finance & Systems Analyst

The Junior Finance and Systems Analyst will be a key contributor to our finance team, playing a crucial role in enhancing financial insights and operational efficiency. This in-office position, located in Maitland, Florida, involves a blend of financial reporting and analysis, ERP and systems support, data integration and reporting tool management, and close collaboration with client management and operations to drive informed decision-making. 

 

WHAT SETS HELIOS APART:   

• Opportunity to make a big impact quickly   

• Competitive Pay   

• Amazing people to work with  

• Opportunities for professional growth and development  

  

WHAT WILL YOU BE DOING:    

  

Financial Reporting & Analysis  

• Support the monthly financial close, including reconciliations, journal entries, and variance analysis.  

• Maintain and distribute recurring financial and operational reports using Excel, DB Analytics, and Domo.  

• Analyze trends in job profitability, billing activity, and department-level performance to identify issues or opportunities.  

• Prepare reporting packages for leadership, supporting budget-to-actual tracking and KPI dashboards.  

• Assist in tracking WIP, margin, and accruals using ERP data and custom reporting logic.  

ERP & Systems Support  

• Audit and manage master data, including GL codes, cost categories, client/vendor records, and job types, to ensure standardization.  

• Monitor and support automated logic related to billing flags, margin calculations, WO exclusions, and job status changes.  

• Serve as a key resource to the Finance team by becoming a subject matter expert (SME) in SamPro system workflows and modules.  

• Support user access reviews and permission requests to maintain appropriate system controls.  

• Test new system features or configuration changes in coordination with IT and senior Finance staff.  

• Create and maintain system documentation, training materials, and SOPs for ERP processes.  

• Assist users in Client Management and Operations with ERP navigation and usage related to job setup, billing, and reporting access and supporting users through our systems ticketing system for non-IT related Sampro issues.   

• Ensure operational processes stay consistent across job functions.  

• Assist in data cleanup activities.  

Data Integration & Reporting Tools  

• Monitor data flows between SamPro, Domo, DB Analytics, and Excel-based models to ensure reporting accuracy.  

• Troubleshoot delays or discrepancies in data feeds, escalating issues when needed to ensure the integrity of financial reporting.  

• Support the development and optimization of dashboards in Domo and help lead the adoption of new reporting tools.  

• Act as a developing subject matter expert (SME) in Domo, supporting other teams with report creation, troubleshooting, and data interpretation.  

Client Management & Operations Collaboration  

• Work directly with Client Management and Operations to resolve job costing issues, incomplete work order data, and invoice exceptions.   

• Provide operational teams with reports and insights to improve visibility into margin health, billing timelines, and financial performance.  

• Participate in meetings to understand business needs and translate operational activity into accurate financial reporting.  

• Partner with internal teams to implement process improvements that reduce manual