Financial Data Analyst

Procure Analytics•Atlanta, GA

About The Position

Company Overview Strong Private Equity Ownership In December 2021, Genstar Capital invested in PA, along with a large rollover from Bregal Sagemount and the management team. Genstar Capital is a leading private equity firm that has been actively investing in high-quality companies for over 30 years. Based in San Francisco, Genstar has developed a strong market reputation of working in partnership with management teams and its network of strategic advisors to build industry-leading businesses while generating outsized returns. Genstar’s vision is to help build lasting, impactful companies that will continue to succeed well beyond their ownership. Genstar currently has approximately $33 billion of assets under management and targets investments focused on targeted segments of the software, industrials, healthcare, and financial services industries. In 2020, Genstar was ranked 2nd worldwide in aggregate private equity performance (out of 529 PE firms) and ranked 3rd in 2019 (out of 497 PE firms) by HEC-Dow Jones. For more information, please visit www.gencap.com.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Supply Chain, Industrial Engineering, or a related field
0–2 years of experience in financial analysis, FP&A, data analytics, business analysis, procurement, or a related area; internships and co-op experience considered
Ability to learn quickly, work independently with guidance, and collaborate across teams
Experience with financial reporting, data analysis, pricing, procurement, or project coordination is preferred

Nice To Haves

Strong Microsoft Excel skills, including PivotTables, lookups, SUMIFS, and basic financial modeling
Basic SQL knowledge
Familiarity with Power BI, Tableau, or similar reporting tools
Understanding of budgeting, forecasting, financial reporting, and variance analysis
Strong analytical, problem-solving, and organizational skills
High attention to detail and data accuracy
Ability to manage multiple priorities and meet deadlines
Strong written and verbal communication skills
Experience with ERP, CRM, or database systems is a plus
Knowledge of procurement, pricing, supply chain, or rebate programs is a plus
Power Query, VBA, Python, or R experience is a plus

Responsibilities

Collect, clean, validate, and analyze financial, procurement, pricing, sales, and operational data.
Support budgeting, forecasting, financial modeling, and scenario analysis.
Prepare budget-to-actual and forecast-to-actual variance analyses and assist with management reporting.
Maintain recurring reports, dashboards, and KPI tracking for revenue, pricing, customer activity, supplier performance, expenses, and profitability.
Support revenue planning, headcount forecasting, expense planning, and monthly financial reporting.
Analyze supplier pricing, customer pricing, contracts, and rebate data to identify trends, discrepancies, and opportunities.
Assist with rebate calculations, reconciliations, documentation, and forecasting.
Maintain and improve reporting tools using Excel, Power BI, SQL, and other business intelligence platforms.
Perform data-quality reviews and reconcile financial and operational data for accuracy and completeness.
Provide ad hoc analysis and reporting to Finance, Accounting, Business Development, Account Management, and Supplier Relations.
Create reports, presentations, and visualizations that clearly communicate key findings.
Identify opportunities to automate reporting, improve processes, and strengthen data quality.
Maintain documentation for reports, models, and analytical processes.
Perform other duties as assigned.