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 Data Analyst, Financial at Berkheimer

Data Analyst, Financial

@

Berkheimer

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Posted on: 
November 1, 2023
Status: 
Expired
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Summary of the Data Analyst, Financial job at Berkheimer

Berkheimer is hiring a Data Analyst, Financial with 3 - 5 years of experience. Based in United States - Pen Argyl, PA and with In-office ways of working. The expected salary range for this role is $60,000 - $70,000
About Berkheimer

Berkheimer pioneered tax collection automation in 1936 and its legacy continues to shine as a leader in tax collection and related services. Through that time, we have maintained constant growth, and we are currently the largest collector in Pennsylvania. Berkheimer is recognized as the leading collector by CPA organizations, DCED, and other collectors throughout the state.

Every year, as part of our ongoing evolution, Berkheimer re-invests significant resources into software, technology, and overall process improvement. It’s due to our long history as a technology pioneer in tax collection, that Berkheimer has the best methodologies and systems in the industry. It’s our systems and methodologies that are the benchmark by which the DCED established their Best Practice guidelines. Berkheimer is the Gold Standard.

With Berkheimer, you literally have two companies in one… One focused directly on tax collection and service, while another focused on technology. Because Berkheimer OneSource provides technology solutions to a wide range of companies in both the private and public sectors, we can employ levels of technology unmatched by any other collector. Our customers enjoy the benefits of technologies that we could not justify for tax collection alone. This means your collections are FASTER and more ACCURATE than any other collector.

Data Analyst, Financial job description

Berkheimer Business Services provides financial, accounting, compliance auditing, planning and analysis to our internal customers. We are currently looking for a research-driven Financial Data Analyst with PowerBI experience to join our team on-site in our Pen Argyl, PA office!

WHAT YOU'LL DO:
As an integral part of the Financial Planning and Analysis team, the Financial Data Analyst will be responsible for working with clients in the preparation and analysis of financial information to aid in making sound business decisions. The successful candidate is a creative, yet analytical individual who can develop visual dashboards and other analytical reports.

Responsibilities include:

  • Design user-friendly dashboards and reports utilizing dynamic data visualizations with Power BI
  • Interpret and provide data analysis content that facilitates data storytelling, provides actionable insights (opportunities, improvements, performance), and aids in business decision-making
  • Provide explanations for all significant variances, anomalies, trends, etc.
  • Analyze monthly financial results and compare performance to the business plan, the forecast, and the prior year figures
  • Compile data and assist in documentation of business processes and departmental tasks
  • Consistently meet deadlines and maintain confidentiality of all financial information in a professional and business-like manner

LOCATION + SCHEDULE

  • On-site in our Pen Argyl, PA office
  • Once released from initial training period (~4 months), hybrid (office/remote) work environment is available as business needs dictate and if performance is maintained
  • Day Shift, Monday - Friday
Data Analyst, Financial job requirements

Desired Skills and Experience

  • Bachelor's degree in Accounting, Finance, Business Administration, or equivalent from a four-year university/college
  • Minimum 2 - 4 years related experience and/or training
  • Ability to use critical thinking when gathering and analyzing information
  • Ability to use logical thinking to solve practical problems and interpret instructions
  • Computer literacy, with a working knowledge of Microsoft Excel
  • Business intelligence analytical tool proficiency required - PowerBI experience strongly preferred, but comparable software is acceptable
What we offer at Berkheimer

PAY + BENEFITS

  • Annual salary: $60k – 70k, commensurate with experience
  • Medical, dental, & vision insurance
  • Generous PTO - Paid Holidays, Vacation, Personal & Sick time
  • 401(k) Profit Sharing
  • Basic Life Insurance
  • Tuition Reimbursement
  • Travel Assistance
  • Employee Assistance Program
  • Long Term Disability
  • Preparation of Wills
  • Optional pet insurance

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Berkheimer

Berkheimer

is hiring

Data Analyst, Financial

Website:
Posted on: 
July 26, 2024

About Our Company

Berkheimer pioneered tax collection automation in 1936 and its legacy continues to shine as a leader in tax collection and related services. Through that time, we have maintained constant growth, and we are currently the largest collector in Pennsylvania. Berkheimer is recognized as the leading collector by CPA organizations, DCED, and other collectors throughout the state.

Every year, as part of our ongoing evolution, Berkheimer re-invests significant resources into software, technology, and overall process improvement. It’s due to our long history as a technology pioneer in tax collection, that Berkheimer has the best methodologies and systems in the industry. It’s our systems and methodologies that are the benchmark by which the DCED established their Best Practice guidelines. Berkheimer is the Gold Standard.

With Berkheimer, you literally have two companies in one… One focused directly on tax collection and service, while another focused on technology. Because Berkheimer OneSource provides technology solutions to a wide range of companies in both the private and public sectors, we can employ levels of technology unmatched by any other collector. Our customers enjoy the benefits of technologies that we could not justify for tax collection alone. This means your collections are FASTER and more ACCURATE than any other collector.

Job Description & Responsibilities

Berkheimer Business Services provides financial, accounting, compliance auditing, planning and analysis to our internal customers. We are currently looking for a research-driven Financial Data Analyst with PowerBI experience to join our team on-site in our Pen Argyl, PA office!

WHAT YOU'LL DO:
As an integral part of the Financial Planning and Analysis team, the Financial Data Analyst will be responsible for working with clients in the preparation and analysis of financial information to aid in making sound business decisions. The successful candidate is a creative, yet analytical individual who can develop visual dashboards and other analytical reports.

Responsibilities include:

  • Design user-friendly dashboards and reports utilizing dynamic data visualizations with Power BI
  • Interpret and provide data analysis content that facilitates data storytelling, provides actionable insights (opportunities, improvements, performance), and aids in business decision-making
  • Provide explanations for all significant variances, anomalies, trends, etc.
  • Analyze monthly financial results and compare performance to the business plan, the forecast, and the prior year figures
  • Compile data and assist in documentation of business processes and departmental tasks
  • Consistently meet deadlines and maintain confidentiality of all financial information in a professional and business-like manner

LOCATION + SCHEDULE

  • On-site in our Pen Argyl, PA office
  • Once released from initial training period (~4 months), hybrid (office/remote) work environment is available as business needs dictate and if performance is maintained
  • Day Shift, Monday - Friday

Requirements

Desired Skills and Experience

  • Bachelor's degree in Accounting, Finance, Business Administration, or equivalent from a four-year university/college
  • Minimum 2 - 4 years related experience and/or training
  • Ability to use critical thinking when gathering and analyzing information
  • Ability to use logical thinking to solve practical problems and interpret instructions
  • Computer literacy, with a working knowledge of Microsoft Excel
  • Business intelligence analytical tool proficiency required - PowerBI experience strongly preferred, but comparable software is acceptable

What we offer

PAY + BENEFITS

  • Annual salary: $60k – 70k, commensurate with experience
  • Medical, dental, & vision insurance
  • Generous PTO - Paid Holidays, Vacation, Personal & Sick time
  • 401(k) Profit Sharing
  • Basic Life Insurance
  • Tuition Reimbursement
  • Travel Assistance
  • Employee Assistance Program
  • Long Term Disability
  • Preparation of Wills
  • Optional pet insurance
Apply now

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