Position Overview

This role combines traditional accounting responsibilities with strong data analysis and reporting functions. The ideal candidate will help strengthen financial operations, improve reporting accuracy, and turn ERP data into actionable insights that guide business decisions.

Key Responsibilities

Accounting & Financial Operations

• Prepare and post journal entries, accruals, and adjustments.
• Perform monthly balance sheet reconciliations and assist with month-end and year-end close activities.
• Maintain accurate fixed asset and depreciation records.
• Assist in preparing financial statements and variance analysis.
• Support cost accounting and inventory control processes.

Data Analysis & Reporting

• Extract and analyze financial and operational data directly from the ERP system using ODBC or similar tools.
• Develop and maintain Excel-based reports by connecting and merging ERP tables (sales, cost, production, inventory, etc.).
• Identify trends, variances, and improvement opportunities through data-driven analysis.
• Build dashboards and summary reports that communicate insights clearly to management.
• Collaborate with Finance and Operations to automate recurring data pulls and improve reporting workflows.
• Ensure data consistency and integrity across systems and financial statements.

Qualifications

• Bachelor’s degree in accounting, Finance, or Data Analytics (required).
• 2–5 years of accounting experience, ideally in a manufacturing or distribution environment.
• Experience using ODBC data connections and Excel’s Power Query or Data Connection tools.
• Familiarity with relational database structures and basic SQL concepts (preferred).
• Advanced Excel skills including pivot tables, XLOOKUP, Power Pivot, and data modeling.
• ERP experience (Microsoft Dynamics, Epicor, or similar systems) strongly preferred.
• Strong analytical skills, attention to detail, and ability to communicate insights effectively across teams.