Financial Data Analyst

Procure Analytics•Atlanta, GA

About The Position

This role involves collecting, cleaning, validating, and analyzing various types of data including financial, procurement, pricing, sales, and operational data. The analyst will support budgeting, forecasting, financial modeling, and scenario analysis, as well as prepare budget-to-actual and forecast-to-actual variance analyses. A key part of the role is maintaining recurring reports, dashboards, and KPI tracking for critical business metrics. The position also involves analyzing supplier and customer pricing, contracts, and rebate data to identify trends and opportunities, and assisting with rebate calculations and reconciliations. The analyst will be responsible for maintaining and improving reporting tools using platforms like Excel, Power BI, and SQL, and performing data quality reviews. Additionally, the role requires providing ad hoc analysis and reporting to various departments, creating clear and concise reports and visualizations, and identifying opportunities for process automation and improvement. Maintaining documentation for analytical processes is also a responsibility. The company is backed by strong private equity ownership, with Genstar Capital investing in December 2021.

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
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

Nice To Haves

Experience with financial reporting, data analysis, pricing, procurement, or project coordination is preferred
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.