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Creates and maintains reports and dashboards in Salesforce, SQL Reporting, MS Excel, and Power BI. The Senior Salesforce Admin & Reporting Applications Specialist works as assigned to ensure that Salesforce (SFDC) admin & reporting activities are executed accurately, completely, and on time, coordinating with all necessary parties including business unit clients, vendors and IT. He/She must possess intermediate SQL and advanced MS Excel and work collaboratively across divisions and business units.
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Strong computer and reporting skills including MS Excel and PowerPoint; prior experience working with Prophix and/or Tableau is a plus. Position is responsible for preparing monthly financial reporting packages, reports, and presentations.
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In coordination with the BI Manager, work closely with end users, translate their requirements into technical specifications, and collaborate cross-functionally to improve operations reporting.
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Reporting to the Chief Operating Office(COO) and Finance Supervisor, the incumbent implements and monitors procedures for various accounting services ensuring that procedures are in compliance with department and University policies.
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To perform these duties, the incumbent must be able to provide professional level analysis and decisions-making utilizing various systems, including Microsoft Excel, Word, Peoplesoft General Ledger, Accounts Payable, Purchasing, Asset Management, and MyReports.
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Financial analysis and reporting; Development and control of internal procedures; Preparation and presentation of financial reports to senior management; Tax preparation; ESOP valuation and compliance; Management of accounting personnel; Staying updated on industry trends, regulations, and best practices in financial management; Support and back-up CFO in preparation of financial statements; Cash management; Budgeting and Forecasting.
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The role requires a strong understanding of OEMs, financials, annual budget, monthly reporting, and various software applications such as AS400, TS16949, AQP, MRP/ERP, Excel Powerpoint, and Excel Pivot Tables.
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Working knowledge of Microsoft SQL Server Solutions, SQL Server 2008, Integration Services (SSIS), Analysis Services (SSAS), Reporting Services (SSRS), Performance Point Server, MOSS, and Multidimensional OLAP Reporting tools (MS Reporting Services, MS Excel-Pivot Tables, Performance Point Services.
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The Senior Accountant is responsible for financial statement preparation and consolidation, account analysis and reconciliations, cash flow analysis, budgets and forecasting, audit preparation, and internal control maintenance and regulatory reporting.
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Desired areas of expertise include SQL, Microsoft Power BI/Power Query, Python, Intermediate/Advanced Microsoft Excel skills, Office 365, Teams, and web-based programming. Position will be supporting the ongoing integration of air, greenhouse gas (GHG) projects and inventories, and Environmental, Social, and Governance (ESG) data for reporting and assurance efforts as well as supporting the development of internal and client-facing tools using off the shelf software.
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Create intuitive data visualizations using Power BI, Excel, scripting languages and other reporting tools. Continue the design, development, and documentation of Barr’s enterprise data warehouse, dashboarding, and self-service reporting ecosystem using the Microsoft Business Intelligence toolset (SQL Server, SSIS, SSAS tabular, Power BI, Azure.
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Implement standard reporting and analytical tools to support vertical leads, Operations and Executive Management using a variety of software, including Power BI, Excel, PowerPoint and other financial planning software.
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Must be proficient in Microsoft Excel (VLOOKUP, Pivot Tables, Basic Functionality). Experience/knowledge in client service, benefits administration, open enrollment processes, Electronic Data Interchange (EDI) files, and/or ACA reporting is a plus.
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Keywords: Data Management, Data Analysis, Data Governance, Data Integration, Documentation, Reporting, Visualization, Process Improvement, Stakeholder Communication, Training, Support, SQL, Excel, Data Visualization, ETL, Data Quality, Data Modeling, Database Management, GDPR, HIPAA.
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This includes management pertaining to grant proposals, applications, compliance, contract negotiation, budgeting and disbursement, monitoring, reporting and evaluation. Extensive proficiency with Microsoft Word and Excel; and ability to use and execute advanced Excel functions to work with complex data.
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