Job Information
Bartell Machinery Systems, LLC Business Analyst in Rome, New York
Description
The Position
This position is a member of the finance department. The Business Analyst will report directly to the Senior Accounting Manager. This position will be responsible for analyzing financial and operational data by collecting data, developing actionable information, and creating appropriate models for decision support. Improve financial status by analyzing results; monitoring variances; identifying trends by utilizing Microsoft Dynamics 365 System and Microsoft Power Stack; recommending actions to leadership and management. Assist with annual and quarterly forecasting.
Job Description
Primary Responsibilities
Financial & Operational Report Writing
Development and maintenance of new financial & operational reporting to drive the organization’s goals and objectives forward
Development of new tools and processes to support both business-wide and business segment Budgets and periodic reporting against Budgets
Fully leverage available Microsoft Power Stack tools (Power BI, Power Automate, Power Apps, SharePoint) to provide useful information to users in order to meet customer needs and achieve tactical and strategic goals
Accurate and timely preparation of monthly Balance Sheet, Income Statement & Statement of Cash Flows
Business Process Development
Work with stakeholders (Leadership Team and Managers) to create new and innovative ways to streamline business processes
Fully leverage Microsoft SharePoint and Power Automate (formerly Flow)
Utilize the above and other new and novel methods to maintain efficient and effective communications and handoffs between functional teams
Develop documentation and training plans for all reporting and workflows developed
General Accounting and Financial Reporting
Prepares standard and non-standard journal entries for income and balance sheet statements, consolidated statements and other accounting reports
Prepare monthly Account Reconciliations for assigned GL accounts
Research and/or review unusual entries and/or entries that do not balance
Review and process new Item creation and revision requests for Standard Cost Accounting
Preparation of Commission Plan statements and development of related KPI to ensure plan alignment in driving revenue and increasing customer satisfaction
Job Requirements
Education
- Candidate should have a bachelor’s degree preferably in Accounting or Technology with 2+ years of applied experience; OR associate degree with more than 5 years of applied experience
Skills & Relevant Work Experience
Data driven personality with strong interpersonal skills and analytical capabilities
Ability to work well with others in a highly collaborative environment
Core competencies to include Financial Modeling and Financial Statement Analysis, with a broad IT domain experience desired in Process Management and Applications Development
Flexible self-starter, able to multi-task while also being highly detail-oriented
Highly motivated with an ability to work in a dynamic team environment
High proficiency in Microsoft Dynamics 365 and the Microsoft Power Stack (Power BI, Power Automate and SharePoint)
Travel Requirements: 0-25%
EOE M/F/D/V
Qualifications
Skills
Required
Microsoft Power BI: Advanced
Financial Reporting: Intermediate
D365 Finance Applications: Intermediate
Data Analysis: Intermediate
Business Intelligence: Intermediate
Accounting: Intermediate
Behaviors
Required
Team Player: Works well as a member of a group
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
Required
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
Goal Completion: Inspired to perform well by the completion of tasks
Education
Preferred
Associates or better
Bachelors or better in Information Technology
Bachelors or better in Accounting
Experience
Required
- 2-5 years: Accounting and Business Analytics