Rise Services, Inc.
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Financial Analyst
role at
Rise Services, Inc. Overview
The Financial Analyst is responsible for impactful items including budgeting, forecasting, reporting, and analysis. Owning the annual budget process Prepare various ad-hoc reports and analysis for senior management Prepare monthly Power BI reporting packages for senior and executive management Lead and model new business pricing templates with various stakeholders Execute value-added analysis. Develop and provide recommendations to management on profit optimization Lead in budgeting and forecasting processes Help drive key insights and analytics Identify positive and negative operations trends and their effects on financial performance. Answer WHY things are happening Participation in RFPs, special projects, ad hoc research and analysis as needed Support compliance and improve processes and internal controls in areas of responsibility Support annual financial audit Other finance/accounting projects as needed ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly Qualifications
Minimum Qualifications
Bachelor’s degree in finance/accounting or related field 3-5 years’ experience in a similar role Very strong analytical and problem-solving skills Advanced Excel skills (e.g. XLOOKUP, pivot tables, INDEX MATCH, GETPIVOTDATA, SUMIFS) Advanced knowledge of Power BI and the Microsoft Power Platform Excellent client service skills and professional demeanor High degree of organization and attention to detail Strong oral and written communication skills, particularly the ability to communicate to a wide range of audiences Ability to maintain confidentiality and exercise discretion Working knowledge of an ERP system productivity software such as Microsoft Office (Word, Excel, PowerPoint, and Outlook) Preferred Qualifications
Working knowledge of NetSuite Acumen, LLC is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: Dedicated fax 866-268-8885 Dedicated email US mail - Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Non-profit Organizations
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Financial Analyst
role at
Rise Services, Inc. Overview
The Financial Analyst is responsible for impactful items including budgeting, forecasting, reporting, and analysis. Owning the annual budget process Prepare various ad-hoc reports and analysis for senior management Prepare monthly Power BI reporting packages for senior and executive management Lead and model new business pricing templates with various stakeholders Execute value-added analysis. Develop and provide recommendations to management on profit optimization Lead in budgeting and forecasting processes Help drive key insights and analytics Identify positive and negative operations trends and their effects on financial performance. Answer WHY things are happening Participation in RFPs, special projects, ad hoc research and analysis as needed Support compliance and improve processes and internal controls in areas of responsibility Support annual financial audit Other finance/accounting projects as needed ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly Qualifications
Minimum Qualifications
Bachelor’s degree in finance/accounting or related field 3-5 years’ experience in a similar role Very strong analytical and problem-solving skills Advanced Excel skills (e.g. XLOOKUP, pivot tables, INDEX MATCH, GETPIVOTDATA, SUMIFS) Advanced knowledge of Power BI and the Microsoft Power Platform Excellent client service skills and professional demeanor High degree of organization and attention to detail Strong oral and written communication skills, particularly the ability to communicate to a wide range of audiences Ability to maintain confidentiality and exercise discretion Working knowledge of an ERP system productivity software such as Microsoft Office (Word, Excel, PowerPoint, and Outlook) Preferred Qualifications
Working knowledge of NetSuite Acumen, LLC is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: Dedicated fax 866-268-8885 Dedicated email US mail - Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Non-profit Organizations
#J-18808-Ljbffr