Financial Analyst with strong experience using Microsoft software (Excel, Power BI, etc.)
to extract, analyze, and interpret financial data, particularly from Trial Balances. This role requires a solid understanding of accounting principles, financial reporting, and data analysis to support decision-making and financial planning.
Key Responsibilities:
Extract financial data from Trial Balances and other general ledger sources to support
analysis and reporting.
Use Microsoft Excel (including advanced functions, PivotTables, and Power Query) to clean,
organize, and analyze financial data.
Build and maintain financial models to forecast performance and support budgeting and
planning processes.
Create dashboards and visual reports using Power BI to present financial insights to
management.
Identify variances, trends, and key metrics to provide actionable financial insights.
Work closely with accounting teams to ensure data integrity and reconcile discrepancies.
Assist in month-end and year-end closing processes and preparation of financial
statements.
Required Skills & Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
2+
years of experience in financial analysis or accounting.
Strong hands-on experience with Microsoft Excel (VLOOKUP, INDEX/MATCH, Power Query,
PivotTables) and Power BI.
Solid understanding of accounting principles and ability to interpret Trial Balances.
Strong analytical and problem-solving skills.
High attention to detail and accuracy.
Effective communication and presentation skills.
Preferred Qualifications:
Experience with ERP or accounting systems (e.g., QuickBooks, SAP, NetSuite).
Knowledge of financial reporting standards (GAAP/IFRS).
CPA or working toward an accounting/finance certification (a plus).
Job Types: Full-time, Permanent
Application Question(s):
* Do you have Experience to use Power BI ? Rate your self using power BI out of 10
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