Financial Data Analyst

Company / Location Information

A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of the world’s leading manufacturers of residential and commercial water heating equipment and boilers, as well as a manufacturer of water treatment products for residential and light commercial applications. A. O. Smith is headquartered in Milwaukee, Wisconsin, with approximately 12,000 employees at operations in the United States, Canada, China, India, Mexico, the Netherlands, and the United Kingdom.

Primary Function

Responsible for preparing and analyzing various financial reports and statements as well as maintaining the integrity of all financial documents. Work to interpret the financial data to make appropriate recommendations to management about financial matters. 

Responsibilities

• Utilize Python, SQL, Tableau and Power BI to transform complex financial data into clear, actionable insights that support strategic decision making.
• Maintain business logic in master tables for the assignment, development and distribution of reporting.
• Gather relevant data and prepare various financial statements and reports.
• Research and generate financial forecasts, sales analyses, and other trends.
• Provide data and compile information for financial planning and periodic updates.
• Create “what If” scenarios for future business planning from the finance perspective.
• Calculate ROI analysis and monthly revenue forecasting.
• Prepare research projects and analyses including budget, expenses, staffing, rates of return, sensitivity analysis, and financial projections.
• Prepare various schedules to support internal and external financial reporting requirements.
• Perform other duties as assigned.

Qualifications

• Bachelor's degree
• 2-5 years of experience developing and analyzing reports and dashboards, writing SQL queries, or equivalent and creating business intelligence reports using Python, Tableau, Power BI or equivalent visualization tools
• Demonstrated ability to interpret and analyze financial data and reports to identify financial impacts of the data
• Working knowledge of financial and accounting systems
• Strong attention to detail and high organization skills
• Working knowledge of Microsoft Office, especially Excel, Word, Outlook and Access
• Strong communication skills, both orally and written, especially communication of financial results and information
• Ability to work with and maintain the integrity of confidential information
• Ability to work independently and as a team to meet strict deadlines while balancing priorities

Education

We Offer

Competitive compensation package and comprehensive benefits plans which include medical and dental insurance, company-sponsored life insurance, retirement security savings plan, short- and long-term disability programs and tuition assistance.

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ADA Statement & EEO Statement

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

We consider all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status. We also provide reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.