Financial Data Analyst

***This position is an in-person position located in either our Saginaw or Troy office.***

Key Objectives

• Maintains firm confidentiality.
• Follows firm policies by conforming to the procedures outlined in the Employee Handbook.
• Develops an understanding of the firm’s vision, plan, and strategies and their role in achieving them.
• Works sufficient hours needed in order to complete projects assigned.
• Utilize SQL to extract, manipulate, and analyze financial data from various sources including databases, spreadsheets, and accounting software.
• Collaborate with cross-functional teams to gather requirements and design data models and reporting frameworks that meet the needs of internal stakeholders.
• Develop and maintain automated processes for data cleansing, validation, and visualization to ensure accuracy and efficiency in financial reporting.
• Perform in-depth analysis of financial statements, transactional data, and key performance indicators (KPIs) to identify trends, anomalies, and areas for improvement.
• Prepare detailed reports, dashboards, and presentations summarizing findings and recommendations for management.
• Develop and recommend changes to reporting methodologies, data governance standards, and performance measurement systems.
• Assist in the development and implementation of strategic initiatives to optimize financial performance, mitigate risks, and achieve business objectives.
• Exercises independent judgment in developing performance metrics, identifying business risks, and recommending operational improvements.
• Stay current with industry trends, best practices, and regulatory changes.
• Support implementation and enhancement of practice management, financial, payroll, HRIS, CRM, and business intelligence systems.
• Assist in identifying opportunities for process automation and improved system integration.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Business Administration, Statistics, or a related field required.
• Three to seven (3-7) years of experience in financial analysis, business analytics, accounting, or business intelligence.
• Professional services, accounting firm, or consulting experience preferred.
• Experience supporting leadership with reporting and analysis preferred.

Preferred Abilities

• Proficiency in SQL and advanced Excel skills for data manipulation, analysis, and modeling.
• Proficiency with data visualization tools such Power BI, SSRS, or similar platforms.
• Familiarity with Thomson Reuters Practice CS or Karbon is preferred.
• Strong analytical skills with the ability to interpret complex financial data and draw actionable insights.
• Excellent communication and interpersonal skills with the ability to effectively collaborate with colleagues at all levels.
• Detail-oriented mindset with a commitment to accuracy and quality in financial analysis and reporting.
• Ability to manage multiple projects simultaneously and prioritize tasks in a fast-paced, deadline-driven environment.

Knowledge, Skills, and Abilities

• Knowledge of Reporting – Knowledge of financial reporting concepts and dashboard development to prepare detailed reports, dashboards, and presentations that support firm-wide and individual office needs.
• Skill in Data Collection – Skill in collaborating with stakeholders across the firm to gather requirements and design data models that meet financial and operational reporting needs.
• Ability to Analyze Financial Data – Ability to perform in-depth analysis of financial statements, transactional data, and performance metrics to identify trends, explain results, and support management decisions that optimize firm performance.
• Ability to Prepare Accurate Work Product – Ability to accurately prepare presentable data and reporting at regular intervals throughout the year while completing other assigned tasks as needed.
• Ability to Think Analytically – Ability to use a logical, systematic, and sequential approach to solve problems by breaking complex tasks into component parts, evaluating details, and identifying possible causes and solutions.
• Skill in Producing Quality Work – Skill in producing accurate, complete, and professional work product by recognizing and learning from mistakes, reducing errors, and maintaining a commitment to quality and presentation.
• Skill in Communication – Skill in conveying written and verbal information clearly, concisely, and accurately; maintaining regular communication; understanding instructions; making requests; and asking appropriate questions.
• Ability to Demonstrate Personal Credibility – Ability to act as a professional representative of the Firm, protect confidential information, demonstrate honesty and integrity, and understand that personal actions reflect on the Firm.

Physical Demand

• Frequent use of hands, wrists, fingers associated with computer equipment.
• Required to sit for extended periods of time.
• Occasionally stoop, kneel, crouch or crawl.
• Normal visual acuity, ability to talk and hear.
• Occasionally lift and/or move up to 20 pounds.

Working Conditions

• On-site position; required to travel to other Yeo & Yeo office locations as needed
• Normal office environment
• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.

Benefits & Perks!

Our commitment is to continually invest in our people, both professionally and personally. That is why our benefits and perks go beyond industry standard. Our offerings include competitive salaries; excellent medical, dental and vision plan options; bonuses; referral programs; life insurance; 401(k) plan; an award-winning CPA certification program; community service opportunities; flexible work arrangements; fun firm events; and so much more.

Equal Opportunity/Affirmative Action Employer