Finance Data Analyst 1

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

As a Financial Data Analyst 1 you will support the finance department in producing accurate and timely financial reports, performing basic analysis, and assisting in the continuous improvement of reporting processes. This role is ideal for a candidate eager to learn, with strong analytical skills, attention to detail, and an interest in financial analysis and data reporting The Analyst is responsible for the development, automation, compilation and analysis of data.

Essential Duties

Key Responsibilities:

• Financial Reporting:
  • Assist in preparing monthly, quarterly, and annual financial reports.
  • Collaborate with senior team members to ensure accurate and timely financial reporting in line with company policies.
  • Design and create analysis and reports that include summaries, graphs, diagram, and other visual representations in BI or excel
  • Develop and maintain forecasting databases/tools and provide analysis to leaders on outcomes.
• Data Analysis:
  • Perform basic analysis on financial data, identifying trends, variances, and key metrics.
  • Provide insights and summaries to support decision-making by senior finance and business leaders.
  • Maintain/update/create technical specifications (ex. Data mapping, data flows and dashboard content)
  • Ensure data accuracy and consistency in reporting by validating data inputs.
  • Developing data and storage requirements, reporting, analytics and delivery methods in data standards and metadata
• Support Reporting Systems:
  • Assist in maintaining and updating financial reporting systems (e.g., Excel, Power BI, Tableau, etc.).
  • Integrate and mine large data sets, connecting data from disparate sources to identify critical insights and pragmatic data solutions.
  • Learn and leverage business intelligence tools to streamline reporting processes.
• Process Improvement:
  • Identify opportunities to automate or enhance existing reporting processes.
  • Participate in continuous improvement initiatives to increase efficiency in reporting and analysis.
  • Ensure proper internal controls are placed as necessary to develop sustainable reporting processes.
• Collaboration:
  • Work closely with FP&A and other finance teams to ensure alignment in reporting and analysis.
  • Communicate findings and assist in presenting financial data to stakeholders.
  • Proactively communicate issues and close the loop by actively communicating the solutions with end users.

Minimum Qualifications

EDUCATION/CERTIFICATIONS

Bachelor's degree or equivalent experience – Required

Finance, Accounting, Economics, Business Analytics major - Preferred

TECHNICAL/SOFT SKILLS

Strong Microsoft Office skills – Required

Understanding of financial statements and key financial metrics – Preferred

Analytical mindset with the ability to interpret and work with large datasets - Required

Business Intelligence skills – Preferred

Ability to communicate effectively both verbally and written – Required

Strong attention to detail and accuracy – Required

Ability to work autonomously and part of a team – Required Effective organization and time management skills – Required

Solid understanding of developing data requirements – Required

Knowledge of Excel, BI, SQL, and understanding of concepts of database structures and data querying – Required

EXPERIENCE

2-4 years relevant experience – Required

Advanced Microsoft Office skills with exposure to Visual Basic – Required Previous experience with SQL – Preferred

Previous experience with a Business Intelligence (BI) tool – Preferred Previous experience analyzing data and predicting future outcomes – Preferred

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email