Summit CPA Group Financial Data Analyst

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Priority Tasks/Responsibilities

• Develop, update, and maintain spreadsheets, databases, and applications that require daily/weekly/monthly attention


• Support Accounting and Audit team on technical issues and support tickets that arise


• Continuous evaluation of current processes and applications, looking for ways to improve.


• Help support onboarding team with organization and management of new data sets


• Ability to identify data sets needed from new platforms and create a process to merge into Summit CPA’s existing data structure for clients


• Work to standardize processes to improve accuracy and efficiency of reporting


• Independently execute research analyses based on broadly defined criteria


• Eager to learn additional technologies as required

Required Experience and Skills

• Degree in business analytics, computer science, finance, or related discipline


• 1-3 plus years of work experience in an accounting/financial industry setting preferred


• Comfort and familiarity with large data sets, relational databases, reporting and query tools


• Superior critical thinking skills and analytic abilities to interpret complex data using SQL and Microsoft Excel


• Excellent communication and listening skills


• Must be detail oriented, organized, and possess good analytical skills


• High standards of accuracy


• Must be able to handle multiple assignments/initiatives and operate in a fast-paced environment


• Excel, VBA - mandatory


• SQL, Python, – preferred


• R, JavaScript, RPA - plus