Financial Data Analyst
Summit CPA Group
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Priority Tasks/Responsibilities
- Develop, update, and maintain spreadsheets, databases, and applications that require daily/weekly/monthly attention
- Support Accounting and Audit team on technical issues and support tickets that arise
- Continuous evaluation of current processes and applications, looking for ways to improve.
- Help support onboarding team with organization and management of new data sets
- Ability to identify data sets needed from new platforms and create a process to merge into Summit CPA’s existing data structure for clients
- Work to standardize processes to improve accuracy and efficiency of reporting
- Independently execute research analyses based on broadly defined criteria
- Eager to learn additional technologies as required
Required Experience and Skills
- Degree in business analytics, computer science, finance, or related discipline
- 1-3 plus years of work experience in an accounting/financial industry setting preferred
- Comfort and familiarity with large data sets, relational databases, reporting and query tools
- Superior critical thinking skills and analytic abilities to interpret complex data using SQL and Microsoft Excel
- Excellent communication and listening skills
- Must be detail oriented, organized, and possess good analytical skills
- High standards of accuracy
- Must be able to handle multiple assignments/initiatives and operate in a fast-paced environment
- Excel, VBA - mandatory
- SQL, Python, – preferred
- R, JavaScript, RPA - plus
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