Financial Analyst

At Berkheimer Business Services, we value precision, innovation, and teamwork in providing top-tier accounting, compliance, auditing, and financial planning/analysis to our internal customers. We are currently seeking a research-driven Financial Analyst with PowerBI experience to join our team on-site in our Pen Argyl, PA office. If you passionate about about leveraging data to drive business success and thrive in a collaborative environment, we want to hear from you!

WHAT YOU'LL DO:

As an integral part of the Financial Planning and Analysis team, the Financial Analyst will be responsible for working with clients in the preparation and analysis of financial information to aid in making sound business decisions. The ideal candidate is a creative and analytical thinker, who can develop visually engaging dashboards and 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), employee may work a hybrid schedule (up to 2 days per week at home) as business needs dictate and if performance is maintained
• Full-time Schedule: Monday - Friday, 8 AM – 4 PM

PAY + BENEFITS

• Annual salary: $62k – 70k, commensurate with experience
• Medical, dental, & vision insurance
• 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

• Bachelor's degree in Accounting, Finance, Business Administration, or equivalent from a four-year university/college
• Minimum 3 - 5 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

Berkheimer Business Services is an equal opportunity employer and offers a friendly work environment with great work/life balance. All positions are subject to a successful background check, including professional references.

Compensation details: 62000-70000 Yearly Salary

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