What are the responsibilities and job description for the Financial Analyst II position at CPG?
Title: Financial Analyst II
Location: Hybrid. 2-4 days in the Ashburn Office.
Position Summary: The Data Analyst will play a critical role in operational decision making. This position bridges the gap between our NetSuite Data Administrative team, and our finance and accounting team by ensuring that data is translated, managed, and organized in a way that allows for timely financial reporting and insights.
The Data Analyst will be tasked with managing a seamless connection between our reporting platform, DataRails, and other systems of record such as our ERP and HRIS. It will involve managing the DataRails environment, which may include mapping and maintaining individual data sets and upholding the environment as new data is added, identifying ways to more efficiently map data and/or bring things into the data environment, running calculations, creating visualizations/dashboards that answer our key business questions, building and managing budgeting templates, and rolling forward forecasts.
These efforts will have a direct impact on upper-level decision making and will be instrumental in our business's growth.
This individual will sit in our Finance department and will report to the Director/VP of Strategic Finance and Corporate Development.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Maintain and monitor integrations between NetSuite, DataRails, HRIS, and other systems of record to ensure accurate, timely, and complete data availability for financial reporting, budgeting, and forecasting.
- Manage and maintain the DataRails environment, including data mappings, datasets, calculations, templates, dashboards, and recurring reporting structures.
- Perform recurring data validation, reconciliation, and quality checks to ensure data integrity as new information is added and as the business evolves.
- Partner with Finance, Accounting, HR, and data administration teams to understand reporting needs and translate business questions into usable data sets.
- Design, build, and maintain dashboards, reports, and visualizations that provide actionable insights for operational and financial decision-making.
- Develop and maintain budgeting templates, forecasting models, and scenario planning tools to support financial planning processes.
- Perform financial analysis, variance analysis, sensitivity analysis, and trend analysis using Excel, DataRails, and other reporting tools.
- Create and maintain custom DataRails calculations to support reporting, forecasting, and management analysis.
- Identify opportunities to improve, streamline, or automate reporting processes, data mapping, and monthly reporting workflows.
- Document data definitions, calculation logic, mapping assumptions, and recurring reporting procedures to support consistency and continuity.
- Investigate and communicate data discrepancies, reporting issues, trends, and key findings to supervisors and stakeholders in a clear and actionable manner.
- Support ad hoc analysis and special projects related to financial reporting, business analytics, data management, and operational decision-making.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- 4-5 years of professional work experience
- 2-3 years of DataRails experience; 1-2 years of business analytics experience is acceptable
- Strong excel skills
- Excellent verbal and written communication skills
- Bachelor's Degree
Knowledge of financial modeling and accounting, and financial reporting experience is desired, but not required.
Computer Skills:
- Proficiency in Microsoft Suite applications such as: Excel, Word, Outlook
- Knowledge of Netsuite and Datarails
Certifications and Licenses: None are required
Supervisory Responsibilities: None are required
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Occasionally lift and or move up to 15 pounds and bend, stoop, kneel, crouch, or crawl. Frequent use of hands to fingers, and ability to reach with hands and arms. Specific vision abilities required include close vision, ability to adjust focus, and ability to see color. Requires eye-hand coordination and manual dexterity sufficient to operate office equipment. Requires normal range of hearing and eyesight to record, prepare, and communicate written or online documentation. Involves frequent contact with staff. Frequent sitting, standing, and walking. Work is performed indoors.
Benefits to Joining Our Team
CPG offers a competitive and comprehensive package that includes additional benefits beyond enhanced medical, dental, and vision coverage
- Health Benefits - (Medical, Dental & Vision Insurance)
- Flexible Spending Account Options
- 401K Plan
- Employer paid Life & Disability Insurance
- Paid Time Off
- Employee Referral Program
- Employee Assistance Program (EAP)
Pre Employment Requirements:
Employment is contingent upon successful completion of a pre-employment background check, drug screening, and motor vehicle record (MVR) review, in accordance with applicable federal, state, and local laws. Positions requiring driving must have an MVR that meets company and insurance carrier standards.
CPG is an equal opportunity employer. We will consider all employment applicants without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.