Financial Data Analyst

IntelliSys Solutions Group is an engineering and project management consulting firm headquartered in Philadelphia PA. Our team of software developers, engineers, and business analysts work together to improve automation, streamline logistics, and establish quality control for government organizations.

Job Summary

In this role, the Project Planning Analyst candidate would be asked to support the financial and project planning needs of a division, supporting leadership with organizational functions, and helping facilitate the needs of a core group of engineers working on mission critical tasks.

ISG has comparatively placed analysts and engineers on-site for support, training, and guidance, however the Project Planning Analyst will be expected to work semi-independently as an embedded resource within a DOD team.

Specific duties may include

• Creating detailed excel dashboards to provide comprehensive financial overview of funds received, funds spent, projections, individual project breakdowns and manpower estimates.
• Utilize business intelligence tools such as Tableau, Power BI, and VBA to visualize data insights effectively
• Collect, organize, and analyze large datasets using SQL, Excel pivot tables, and Excel data analysis tools for accurate financial reporting
• Prepare comprehensive financial reports and presentations for management that highlight key insights and recommendations.
• Conduct quantitative research and analysis to evaluate investment opportunities, financial risks, and profitability metrics.
• Collaborate with cross-functional teams on strategic planning initiatives involving budgeting, forecasting, and financial modeling
• Develop strategies for managing ongoing projects incorporating Earned Value Management to assess whether the project is on schedule, at risk, or falling behind
• Some administrative duties such as organizing and attending key meetings, capture discussions, and producing concise, accurate meeting minutes for distribution, scheduling and coordinate meetings with Subject Matter Experts (SMEs) and other stakeholders

Qualifications

This position requires a Bachelor's level degree in a Business-Related Field such as Accounting, Finance, Economics to apply. The ideal candidate will take pride in being organized and will be able to set appropriate work priorities independently. Strong attention to details/deadlines and the ability to timely follow-up are preferred, along with proficiencies in certain traits/skills;

• Effective communication skills for writing clear financial reports and delivering insights through data visualization tools
• Proficiency in Microsoft Excel that includes advanced functions like pivot tables, vlookups, and indexing.
• Strong knowledge of data visualization software like Tableau or Power BI
• Must pass criminal background check and be prepared to obtain Department of Defense security clearance.
• Needs at least 2 years of experience in any field related to business metrics, financial management, financial reports, tracking schedule, cost performance tools, and databases.
• Experience with SAP or commercial off-the-shelf ERP software solution is considered a plus
• Experience with SQL for data collection and database querying is considered a plus

At IntelliSys

IntelliSys Solutions is committed to increasing employment opportunities in historically underutilized areas (HUB Zones) and some recruitment efforts may give preference to applicants who reside in those certified areas. Check to see if your address is in the HUBZone at https://maps.certify.sba.gov.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

IntelliSys participates in the E-Verify program as required by law. Learn more about the E-Verify program at https://e-verify.uscis.go

Job Type: Full-time

Pay: $50,000 – $54,000 per year

Expected hours: 9-5, must keep the same hours as client

Key terms: Financial Analysis, Budgeting, Forecasting, Financial Modeling, Variance Analysis, Cost Analysis, Cash Flow Analysis, Financial Reporting, Data Visualization, KPI Tracking, Excel Expertise, Data Analysis, Dashboard Creation, ERP Systems, Financial Software, Power BI, Tableau, Python, R, Statistics, Advanced Excel, Strategic Planning, Business Partnering, Problem Solving, Process Improvement, Risk Analysis, Forecast Interpretation, Communication Skills, Attention to Detail, Time Management, Collaboration, ROI Analysis, Capital Planning, Scenario Modeling, Benchmarking, Decision Making, Microsoft Teams, Cross‑Functional Communication, Stakeholder Engagement, Organizational Skills, Problem Resolution, Meeting Facilitation, Documentation, Secret Clearance, Confidential Clearance, Department of Defense, Department of War, Federal Government, DCSA, DISS

Pay: $50,000.00 - $54,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s)

• Do you have a bachelor’s degree in a Business, Accounting, Finance, Economics, or Technical field?
• Do you have experience using Excel functions such as pivot tables, Power Query, VLOOKUP/XLOOKUP, or formulas?
• Are you a US Citizen who is willing and able to obtain a Department of Defense security clearance?
• IntelliSys is firmly committed to the HUBZone program. Please provide your full home address to determine eligibility and inclusion for future opportunities that require HUBZone‑eligible candidates.

Experience

• creating financial forecasts or projections: 1 year (Required)

Work Location: In person