Senior Financial Analyst

Description

About ISG Technology

At ISG Technology, we're unlocking possibilities for our clients by providing IT services that help drive business growth. We're freeing them from the burdens of day-to-day IT maintenance, securing their networks, protecting their data and helping them design, implement and manage their IT infrastructure. And we've been doing it for over four decades.

Join in on the Success

As part of the Twin Valley Family of Companies and a fourth-generation family business, ISG Technology has grown and evolved into a recognized leader in the Midwest by aligning our success with the long-term success of our clients. We are consistently recognized in CRN’s Top Managed IT Service Providers in the nation, most recently as part of the Security 100 for excellence in managed security offerings.

But all those accolades take second stage to our Customer Satisfaction Scores (CSAT), which have consistently been 97% while our Net Promoter Score is 70, compared to the industry average of 47. If you're the type that takes pride in providing world-class support, you may have what it takes!

Key Accountabilities:

• LMA
• Compensation Plan Strategy, Design, Communication
• Reporting and Analysis
• Budgets
• Pricing / Investment Analysis
• Standard Costs Maintenance / Updates

Job Summary: As a Senior Financial Analyst, you play a key role in accelerating organizational success by collecting business data, analyzing information, ensuring accurate reporting, and developing improvement and enhancement solutions for the company.

What you bring to the position:

• You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the “ways” we operate.
• You embrace change and have the resilience required to continually improve yourself. You can think creatively and can adapt to evolving situations.
• You understand the need to collaborate with your team members and other departments and that synergy comes from everyone rowing in the same direction.
• You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.
• You are a self-starter who is prepared to develop and execute your plan and deliver on quarterly goals on a consistent basis.
• You take what you do seriously, but you do not take yourself seriously and you know how to have fun in a professional environment. You are humbly confident and use your knowledge to build confidence without being a “know-it-all.”

You successfully fulfill the following essential duties and responsibilities:

You will use your COLLABORATIVE SKILLS to:

• Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
• Administer variable compensation plans; create, send, perform ongoing maintenance, check for accuracy, educate team members, and process documentation.
• Own reporting efficiency; whether it is utilizing Datarails for compensation plan administration or creating new PowerBI reports for company reporting, you are the subject matter expert (SME).
• Own creation, updating, and publishing of scorecards, recurring reporting, and KPI metrics that contribute to the organizations strategic goals.
• Promote team values, demonstrate positive team behavior, and contribute towards building and maintaining an elevated level of morale.
• Support the company by completing other duties as assigned.

You will use your TECHNICAL SKILLS to:

• Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
• Administer and maintain compensation plans and files.
• Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership.
• Maintain operational and KPI analysis reports and provide recommendations for improvement.
• Develop templates for annual operating and capital budgets in partnership with the Director of Finance and company leadership; including reviewing and advising on strategies to increase efficiency.
• Maintain financial forecasting models to provide insight to future company performance.
• Ensure financial data integrity in alignment with Controller and Director of Finance.
• Develop and maintain standard costing systems and maintain pricing/cost models.
• Help drive the implementation of technology and process solutions from concept to completion including improvements to existing systems.
• Assist in design and maintenance of data systems and databases.
• Identify trends and developments in competitive environments and presents findings.
• Ensure compliance with corporate policies and procedures.
• Perform ad-hoc data analysis, forecasting, reporting, and special projects.

As a successful employee, you will demonstrate the following professional skills as you carry out your position:

• Strategic Thinking – Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
• Oral Communications – Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
• Written Communications – Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
• Customer Service – Respond promptly and courteously to customers’ requests for service and assistance; manage difficult or emotional customer situations.
• Presentation – Deliver business, non-technical, and limited-technical presentations to audiences of 20-150 individuals.
• Leadership – Lead people and get results through others in a positive and inspiring manner.
• Management – Organize and manage multiple priorities.
• Ethics – Treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethically; upholds company values.
• Organizational Support – Follow company policies and procedures and complete other duties as assigned.
• Judgment – Include appropriate people in decision-making process.
• Interpersonal Skills – Maintain confidentiality; keep emotions under control; listen well.
• Strategic Thinking – Develop strategies to achieve organizational goals; analyze market and competition; identifies external threats and opportunities and adapts strategy to changing conditions.
• Planning and organization – Prioritize and plan work activities; use time efficiently; plan for additional resources; set goals and objectives; organize or schedule other people and their tasks.
• Professionalism – Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; follow through on commitments.
• Adaptability – Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events.
• Detail & Task Oriented – Manage and follow through on multiple tasks, items and communications in a timely manner.

Requirements

You will meet the following educational, licensing, certification and work experience requirements:

• Bachelor’s degree in Data Analytics, Finance or related Business discipline required.
• 4-7 years of progressive experience as business, reporting or financial Analyst preferred.
• Data base structure experience.
• Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
• Experience with Microsoft PowerBI, with end-to-end creation and report publishing
• Experience with Datarails or other FP&A tool (Implementation experience a plus)
• Familiarity with ConnectWise, Sage Intact, and Hubspot a plus.
• Familiar with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.

You will follow the ISG Technology Core Values:

• Humor & Fun - We enjoy spending time with each other, collaborating and sharing what makes us unique.
• Lead by Example - Always taking initiative, acting responsibly and demanding excellence from ourselves.
• Resilience - Change is inevitable. We embrace it. And we use it to drive creativity and innovation.
• "Team First” Initiative - Proactively helping one another, taking individual accountability for the success of the whole team.
• Continuous Improvement - Daily improvement matters. Bold ideas move us forward.

You are able to work in the following environmental and working conditions:

• Prolonged periods of sitting at a desk and working on a computer and phone.
• Work in a general office environment.
• Travel to client and prospect locations with varying conditions.
• You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.