Support month-end close activities, including preparation and review of journal entries to reclassify revenue and expenses as needed
Perform general ledger research to validate data accuracy and ensure all billing and revenue opportunities are properly captured
Analyze and document variances versus forecast and annual plan, ensuring explanations are supported by accurate underlying data
Partner with the Director of Operations (DOO), Director of Sales (DOS), and Director of Rental (DOR) to identify data-driven opportunities for cost, efficiency, and productivity improvements
Develop and maintain financial datasets, reports, and analysis that support operational initiatives and leadership decision-making
Prepare recurring and ad hoc financial reports, dashboards, and performance metrics for business units and leadership
Support forecasting, business planning, and branch performance analysis by ensuring data consistency and reliability across reporting tools
Provide training to Business Unit staff on financial data, reporting tools, policies, and procedures
Act as a subject matter resource for interpreting financial data and explaining trends, variances, and operational impacts
Support Sarbanes-Oxley (SOX) compliance activities, including branch audits and documentation related to financial data controls
Assist in maintaining data integrity and audit readiness across financial processes

Bachelor’s degree in Business Administration, Finance, Accounting, Data Analytics, or a related field required
Two (2) to four (4) years of experience in Finance, Accounting, Operations, or Financial/Data Analysis preferred

comprehensive health and welfare benefits
medical, prescription, dental, vision, life insurance and disability insurance options
paid time off for vacation, illness, bereavement, family and parental leave
a tax-advantaged 401(k) retirement savings plan

Financial Data Specialist

Key skills