are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
As a Financial Data Analyst 1 you will support the finance department in producing accurate and timely financial reports, performing basic analysis, and assisting in the continuous improvement of reporting processes. This role is ideal for a candidate eager to learn, with strong analytical skills, attention to detail, and an interest in financial analysis and data reporting The Analyst is responsible for the development, automation, compilation and analysis of data.
Essential Duties
Key Reporting :
- Assist in preparing monthly, quarterly, and annual financial reports.
- Collaborate with senior team members to ensure accurate and timely financial reporting in line with company policies.
- Design and create analysis and reports that include summaries, graphs, diagram, and other visual representations in BI or excel
- Develop and maintain forecasting databases / tools and provide analysis to leaders on outcomes.
Data Analysis :
Perform basic analysis on financial data, identifying trends, variances, and key metrics.Provide insights and summaries to support decision-making by senior finance and business leaders.Maintain / update / create technical specifications (ex. Data mapping, data flows and dashboard content)Ensure data accuracy and consistency in reporting by validating data inputs.Developing data and storage requirements, reporting, analytics and delivery methods in data standards and metadataSupport Reporting Systems :
Assist in maintaining and updating financial reporting systems (e.g., Excel, Power BI, Tableau, etc.).Integrate and mine large data sets, connecting data from disparate sources to identify critical insights and pragmatic data solutions.Learn and leverage business intelligence tools to streamline reporting processes.Process Improvement :
Identify opportunities to automate or enhance existing reporting processes.Participate in continuous improvement initiatives to increase efficiency in reporting and analysis.Ensure proper internal controls are placed as necessary to develop sustainable reporting Work closely with FP&A and other finance teams to ensure alignment in reporting and analysis.Communicate findings and assist in presenting financial data to stakeholders.Proactively communicate issues and close the loop by actively communicating the solutions with end users.Minimum Bachelors degree or equivalent experience - Required
Finance, Accounting, Economics, Business Analytics major - PreferredTECHNICAL / SOFT SKILLS :
Strong Microsoft Office skills - RequiredUnderstanding of financial statements and key financial metrics - PreferredAnalytical mindset with the ability to interpret and work with large datasets - RequiredBusiness Intelligence skills - PreferredAbility to communicate effectively both verbally and written - RequiredStrong attention to detail and accuracy - RequiredAbility to work autonomously and part of a team - RequiredEffective organization and time management skills - RequiredSolid understanding of developing data requirements - RequiredKnowledge of Excel, BI, SQL, and understanding of concepts of database structures and data querying - 2-4 years relevant experience - RequiredAdvanced Microsoft Office skills with exposure to Visual Basic - RequiredPrevious experience with SQL - PreferredPrevious experience with a Business Intelligence (BI) tool - PreferredPrevious experience analyzing data and predicting future outcomes - PreferredAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients. Learn more about our total rewards at
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(ref : iimjobs.com)