Financial Systems Analyst

Position Description:

This role is to work as a part of the Director's Planning and Integration team to manage the forecasts and actuals for Purchase Orders for our $100M department. We are replacing the monthly report out (mostly using Excel and graphs in PowerPoint) with PowerBI and PowerAutomate procedures. This role is to continue development of our PowerBI dashboards, develop new dashboards, and integrate PowerAutomate to automate the manual processes. Additionally, when needed, communicate monthly with the supervisors to gather their headcount/financial plans and then partner with the other team members to collate that data for senior leadership. Use creativity to clearly explain the data to the leadership team, with graphics and "tell a story", when appropriate. Gather actual financial spending each month and enter future financial forecasts. Provide fallback support for when the team's other financial analysts are unavailable, regarding the monthly Purchase Orders forecasts and actual-payments. Additionally, partner with the Integration Team's supervisor to support diverse requests from Finance and the IT Business Office. While Excel data is often the basis of such requests, use AI and PowerPoint to generate ways to explain conclusions creatively and clearly. In summary, while this position is primarily for PowerBI, PowerAutomate, the selected candidate needs to be comfortable working with financial data and the precision that requires.

Skills Required:

Financial Reporting, Microsoft Office, Microsoft Excel

Skills Preferred:

Financial Reporting

Experience Required:

• 2+ years developing PowerBI, PowerAutomate dashboards and processes


• 3+ years with Microsoft Office suite (Outlook, PowerPoint, SharePoint, etc.)

Experience Preferred:

• 2+ years Accounting or IT Analysis experience


• 3+ years leveraging Excel for data analysis (doesn't have to be financial data)

Education Required:

Associate Degree

Education Preferred:

Bachelor's Degree

Additional Information :

Hybrid Position 4 days a week onsite

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

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