Financial/Data Analyst

Company Description

Heartland Companies, founded in 1997, offers personable, reliable, and flexible services to clients. The company also oversees several other internal brands, including Heartland Barge, Heartland Fabrication, and Heartland Commercial Real Estate, each providing unique services. Heartland Barge focuses on barge management and marine consulting, while Heartland Fabrication specializes in barge construction and Heartland Commercial Real Estate.

GENERAL PURPOSE OF JOB

The Financial/Data Analyst position reports to the Senior Analyst and works collaboratively with company C-Suites, Vice Presidents, and other employees of the Heartland Companies. The position is responsible for collecting, analyzing and summarizing relevant financial data for senior management in order for them to be able to make effective and profitable decisions. This position will be involved with all phases of data analytics, financial analysis, and the portfolio management process. Additionally, this position is also responsible for gathering, maintaining, organizing and summarizing relevant financial data, financial statements for existing portfolio business and investments. 

JOB CLASSIFICATION

This is an exempt position.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

1. Work with internal and external stakeholders to understand value drivers and data requirements from the business and end users perspective
2. Produce and maintain various financial models and management reports as needed.
3. Provide status of financial condition by collecting, interpreting, and reporting financial data.
4. Assist with various administrative and supervisory functions as directed.
5. Prepare special reports by collecting, analyzing, and summarizing information and trends.
6. Protect operations by keeping financial information and plans confidential.
7. Prepare reports that summarize and forecast company business activity and financial position in areas of income, expenses, earnings, and financial ratios based on past, present, and expected operations.
8. Support business initiatives through data analysis.
9. Perform detailed analysis on multiple projects, recommend potential business solutions, and ensure successful implementations.
10. Identify ways to enhance performance management and operational reports related to new business implementation processes.
11. Develop, share, and incorporate organizational best practices into business applications.
12. Serve as the subject matter expert on the assigned function product to ensure operational performance.
13. Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
14. Travel as required to meet, form and maintain relationships with Heartland’s senior management, prospective partners/investors, banks, and other select business relationships.

Basic Qualifications

·      Bachelor's degree in Finance, Accounting, Business Administration, or a related field

·      Minimum 3 years’ experience in financial and/or data analysis activities

·      Advanced Excel skills required

Preferred Skills/Experience

·      Experience with operating and extracting data from ERP systems

·      Experience with AI tools / applications

·      Strong work ethic with well-developed interpersonal skills

·      Strong verbal and written communication skills

·      Strategic thinker and proficient in decision making

·      Ability to work collaboratively with senior management

·      Experience in managing multiple initiatives with limited supervision

·      Ability to self-manage to meet strict deadlines

·      Strong understanding of financial metrics, measures, and theory

• ·      Advanced certifications or degrees strongly preferred