Business Support Financial Analyst

Business Support Financial Analyst

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our Finance Team!

The Business Support Financial Analyst will lead, evaluate, and support financial implications of the business supports strategy, operations, financial outcomes, and overall performance targets. This position will provide data driven insight and support for enhanced decision making to drive success of our customers, business units and GreatAmerica Financial Services. The ideal candidate will demonstrate a strong financial acumen combined with analytical skills and solution driven mindset.

As a Business Support Financial Analyst, you will:

• Partner with Business Support Leaders in development of the unit's operating and financial strategies
• Assist in development of the business supports financial models to forecast operating results, including income statement, balance sheet and cash flow statements. Models would include annual budget and longer term (i.e. 5 year) financial plan
• Continuously analyze the performance of the business support units against financial plans, identifying areas of opportunity, areas with positive and negative trends, and areas of concern. Once identified, work with business support leadership team to develop and implement plans to outperform financial plans
• Work with business support stakeholders, utilizing data and analysis, to quantify financial and operational impacts in support of strategic decision making
• Make recommendations to leadership team regarding revenue growth or cost saving opportunities that align to longer term financial plans
• Assist in monthly reporting within business support and to the leadership team
• Partner with business unit and the data analytics team on the design and creation of interactive reports and dashboards to inform and drive action by business support
• Proactively promote and participate in process improvement initiatives within business support
• Promote a data driven culture throughout GreatAmerica via active participation in a data champion community utilized for knowledge and best practice sharing
• Perform other duties as required

To be successful in the role you will need:

Education

• Bachelor's degree in Accounting, Finance, Business Analytics or related field
• CPA or CFA is a plus

Experience

• New college graduate or Finance professional with 1-3 years finance and accounting experience

Skills and Abilities

• Ability to translate data into actionable insights
• Attention to detail and accuracy
• Sound judgment in evaluating financial and operational impacts
• Accountability and ownership of outcomes
• Initiative and proactive problem solving
• Adaptability in a changing business environment
• Strong written and verbal communication skills
• Ability to present complex information clearly to stakeholders
• Collaboration and cross-functional partnership
• Stakeholder influence and assertiveness
• Customer orientation and business partnership mindset
• Proficiency in Microsoft Excel and financial tools
• Experience with reporting and dashboarding tools (e.g., Tableau or Power BI)
• Process improvement mindset
• Ability to identify trends and opportunities
• Time management and prioritization
• Organization and follow-through
• Creativity in developing solutions
• Teamwork and relationship building
• Resilience and tenacity in achieving results
• Integrity and ethical decision making

Computer Skills

• Excel, PowerPoint, Word, Tableau or PowerBI a plus

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

Health, Wellbeing, and Family Planning Benefits

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

Education and Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.