Note: The job is a remote job and is open to candidates in USA. IDOC is a leading alliance of private optometric practice owners in the United States, committed to the success of independent optometrists. As a Financial Data Analyst, you will create and improve processes, assist in gathering requirements, build analytical models, and drive analyses to identify impactful factors, while collaborating with various departments within the organization.
Responsibilities
- Perform monthly refreshes for recurring dashboards/reports that include the latest data and information
- Support quarterly vendor data uploads into internal database for Finance, ensuring accuracy and timeliness. Create follow-up reporting and building ‘next action’ process
- Collaborate with the various IDOC departments to enhance workflow strategies and communicate changes to any processes
- Identify opportunities to utilize data-driven insights to optimize business performance and strategic initiatives
- Data Management - continuously monitor data inputs from various data sources (Microsoft SQL, Vendors, Datarails etc.) and highlight/correct any inaccuracies
- Maintain performance and health of data used across multiple communication channels. This includes workflow builds, personalized/dynamic content modules, list hygiene, and deliverability
- Identify quality assurance opportunities and develop corresponding documentation/processes to ensure operational excellence
- Support various ad hoc reporting requests: Gathering requirements, collecting appropriate data, building appropriate output, deriving insights, iterating with key stakeholders
- Support the organization on higher level projects/initiatives, providing expertise and bringing analytical support as needed
Skills
- 0-2 years working with data
- Bachelor's degree required (Data Analysts, Accounting, Finance preferred)
- Proficient in Microsoft suite of products to include Outlook, Excel
- Ability to work independently
- Cross-functional thinker, able to collaborate with teams
- Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail
- Well organized, able to work in a fast-paced and dynamic environment
- Analytics tools like Google Analytics, Tableau is preferred
- Datarails, Adaptive, Oracle Hyperion knowledge is a plus
- Microsoft SQL knowledge is a plus
- Financial Analysis experience is a plus
Company Overview