Finance Rotational Analyst
About The Position
The Finance Rotational Analyst is an entry-level, developmental role designed to provide exposure to multiple areas within Finance and Accounting. Through structured rotations, the analyst will gain hands-on experience in Accounts Receivable, Accounts Payable, Pricing, Financial Planning & Analysis (FP&A), and General Accounting. This role provides a comprehensive understanding of IDI's financial operations while developing analytical, technical, and business acumen skills. Participants will support daily operations, financial analysis, reporting, reconciliations, process improvements, and strategic initiatives/projects across multiple finance functions. The position is intended to prepare high-potential employees for future accounting, finance, and leadership opportunities within the organization.
Requirements
- Strong understanding of accounting and finance principles.
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
- Ability to learn and navigate ERP and financial reporting systems.
- Strong quantitative and problem-solving capabilities.
- Ability to work with detailed information while recognizing broader business implications.
- Ability to analyze trends and communicate findings effectively.
- Strong communication and collaboration skills.
- Ability to build relationships across departments.
- Demonstrates curiosity, professionalism, and a desire to learn.
- Maintains high ethical standards and confidentiality.
- Demonstrates integrity in handling financial and business information.
Nice To Haves
- Internship experience in accounting, finance, banking, consulting, or analytics preferred.
- Experience with SAP, Power BI, or similar systems preferred.
Responsibilities
- Support billing, cash application, customer rebate administration, and customer account maintenance.
- Assist with customer aging analysis and collection reporting.
- Partner with branch personnel, credit department and customers to resolve account discrepancies.
- Analyze receivable trends and identify process improvement opportunities.
- Support sales tax exemption certificate.
- Process vendor invoices and ensure proper coding and approvals.
- Assist with vendor onboarding and maintenance.
- Participate in weekly payment processing activities.
- Reconcile vendor statements and resolve discrepancies.
- Support AP automation initiatives and process improvement projects.
- Support Concur expense reporting and administration.
- Assist with customer pricing setup and maintenance within SAP.
- Analyze pricing requests and margin impacts.
- Support pricing strategy initiatives and profitability analysis.
- Prepare reports related to customer pricing, pricing exceptions, and margin performance.
- Work closely with Sales, Operations, and Finance teams to ensure pricing accuracy.
- Support budgeting, forecasting, and financial planning processes.
- Prepare reports and dashboards utilizing PowerBI and other reporting tools.
- Analyze business performance, trends, and key financial metrics.
- Assist with quarterly business reviews and management reporting.
- Participate in financial modeling and special projects.
- Prepare journal entries and account reconciliations.
- Assist with month-end and year-end close activities.
- Review transactional activity for appropriate accounting treatment.
- Support external audit requests and financial statement preparation.
- Assist with sales and use tax compliance, property tax filings, and other accounting responsibilities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
