Financial Analyst

The ideal candidate will be responsible for supporting the financial performance of the Degy companies by reporting and analyzing financial and operational data, generating detailed reports, and providing insights to support decision-making processes using Salesforce, Tableau, and QuickBooks.  You will influence the strategic, operational, and tactical levels of our business by collaborating with the accounting, sales and marketing teams and senior management.  You will also work closely with the CEO and the Finance Manager to evaluate and make recommendations about opportunities for acquisitions and strategic partnerships that align with company goals and objectives. The position reports to the Finance Manager and is a great opportunity to join a company with significant year over year organic growth.

JOB POSITION: Financial Analyst

TYPE:  Remote Work Position

POSITIONS TO HIRE:  1

START DATE: May 2025

COMPENSATION: Annual salary: $65,000 USD

Duties will include (but are not limited to):

• Data Reporting: Generate and deliver regular and ad-hoc financial and operational reports, presentations and analyses using data from Salesforce, Tableau, and QuickBooks.  Support department KPI reporting requirements.
• Financial Analysis: Analyze financial data to provide actionable insights and recommendations for improvement. Develop product pricing and profitability models
• Salesforce Integration: Utilize Salesforce for data extraction, ensuring the integration and accuracy of financial data for reporting purposes.
• Tableau Dashboards: Design and maintain Tableau dashboards to visualize key financial metrics and trends for stakeholders.
• Collaboration: Work closely with cross-functional teams including accounting, sales, operations and marketing to understand reporting needs and provide insights.
• Data Accuracy: Ensure the accuracy, completeness, and consistency of all data across systems.
• Process Improvement: Identify and recommend improvements to financial data reporting processes and systems.
• Lead and/or contribute to ad-hoc projects as needed.
• Crosstrain with other team members.

The duties and responsibilities described are not a comprehensive list, and additional tasks may be assigned to the employee from time to time. The scope of the job may change as necessitated by business demands and may be amended at any time at the sole discretion of the Employer.

Requirements

• Bachelor’s degree in Finance, Accounting or related field.
• 3+ years of professional experience as a financial analyst or a related role.
• Proficiency in Salesforce for data management and reporting.
• Expertise in Tableau for data visualization and reporting.
• Experience with QuickBooks Online for financial data management and reporting.
• Microsoft Office Suite knowledge.
• Strong Analytical Skills: Ability to interpret complex financial data and translate it into clear, actionable insights.
• Excellent communication and organizational skills to collaborate with various teams and present reports effectively.
• Problem-Solving: Strong critical thinking skills to identify issues and propose solutions. Proven ability to handle multiple projects simultaneously.
• Capacity to meet deadlines while maintaining quality standards and effective time management.
• Proven ability to handle multiple projects simultaneously.
• High attention to detail.
• Ability to work independently and as a team.
• Must be US Citizen or qualified to work in the US.

Benefits

• Salary increases based on performance.
• Participation in the company’s 401k plan after required time served.
• PTO.
• General work expenses covered (office Wi-Fi, computer, travel).
• Company mobile phone plan subscription available.