Junior Finance & Systems Analyst
The Junior Finance and Systems Analyst will be a key contributor to our finance team, playing a crucial role in enhancing financial insights and operational efficiency. This in-office position, located in Maitland, Florida, involves a blend of financial reporting and analysis, ERP and systems support, data integration and reporting tool management, and close collaboration with client management and operations to drive informed decision-making.
WHAT SETS HELIOS APART:
- Opportunity to make a big impact quickly
- Competitive Pay
- Amazing people to work with
- Opportunities for professional growth and development
WHAT WILL YOU BE DOING:
Financial Reporting & Analysis
- Support the monthly financial close, including reconciliations, journal entries, and variance analysis.
- Maintain and distribute recurring financial and operational reports using Excel, DB Analytics, and Domo.
- Analyze trends in job profitability, billing activity, and department-level performance to identify issues or opportunities.
- Prepare reporting packages for leadership, supporting budget-to-actual tracking and KPI dashboards.
- Assist in tracking WIP, margin, and accruals using ERP data and custom reporting logic.
ERP & Systems Support
- Audit and manage master data, including GL codes, cost categories, client/vendor records, and job types, to ensure standardization.
- Monitor and support automated logic related to billing flags, margin calculations, WO exclusions, and job status changes.
- Serve as a key resource to the Finance team by becoming a subject matter expert (SME) in SamPro system workflows and modules.
- Support user access reviews and permission requests to maintain appropriate system controls.
- Test new system features or configuration changes in coordination with IT and senior Finance staff.
- Create and maintain system documentation, training materials, and SOPs for ERP processes.
- Assist users in Client Management and Operations with ERP navigation and usage related to job setup, billing, and reporting access and supporting users through our systems ticketing system for non-IT related Sampro issues.
- Ensure operational processes stay consistent across job functions.
- Assist in data cleanup activities.
Data Integration & Reporting Tools
- Monitor data flows between SamPro, Domo, DB Analytics, and Excel-based models to ensure reporting accuracy.
- Troubleshoot delays or discrepancies in data feeds, escalating issues when needed to ensure the integrity of financial reporting.
- Support the development and optimization of dashboards in Domo and help lead the adoption of new reporting tools.
- Act as a developing subject matter expert (SME) in Domo, supporting other teams with report creation, troubleshooting, and data interpretation.
Client Management & Operations Collaboration
- Work directly with Client Management and Operations to resolve job costing issues, incomplete work order data, and invoice exceptions.
- Provide operational teams with reports and insights to improve visibility into margin health, billing timelines, and financial performance.
- Participate in meetings to understand business needs and translate operational activity into accurate financial reporting.
- Partner with internal teams to implement process improvements that reduce manual intervention and increase system efficiency.
WHAT HELIOS NEEDS FROM YOU:
- Bachelor’s degree in Finance, Accounting, Information Systems, Business Analytics, or a related field
- 2-4 years of experience in finance, accounting, or systems/data support; internship experience welcome
- Familiarity with ERP systems (SamPro preferred) and reporting tools (Domo, Power BI, or similar)
- Proficient in Excel, including pivot tables, lookups, and formulas; comfortable working with large datasets
- Highly organized and detail-oriented, with the ability to manage multiple priorities and meet deadlines
- Strong communication skills, with the ability to explain technical and financial data clearly to non-finance users
- A collaborative, analytical mindset with interest in improving both financial processes and system workflows
- Interest in and commitment to developing into an SME in both the ERP system and enterprise reporting tools (especially Domo)
Helios Commercial Service Partners determines compensation based on the cost of labor across several US geographic markets. The base pay for this position ranges from $75,000 - $85,000 Pay is based on a number of factors including market location, job-related knowledge, skills, and experience.
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