Tech Data - US

Financial Analyst II

Req Number
Weekly Work Hours
830 - 530
Travel Required
Relocation Assistance Available


Provides analytical support to a specific functional area, department, or division.

Develops and provides regular reporting for assigned area/department/division.

Prepares and analyzes ad hoc operational or financial performance reports.

Provides summaries of data explaining cause and effect of business trends and anomalies and provides conclusions.

Strong analytical skills and excel skils required.

Essential Duties & Responsibilities Required

  • Works with models for analyzing new business opportunities, efficiency initiatives, or other business issues
  • Performs cost/benefit, root cause and other ad hoc analyses for management
  • Maintains systems applications, including managing users, profiles, account access, security, and troubleshooting issues
  • Compiles and loads data received from other departments utilizing spreadsheet and database applications
  • Assists in preparation for management reviews and budgeting activities, as required
  • Validates accuracy of reported #s and maintains management reports
  • Coordinates robust testing plans for new enhancements.
  • Develops basic/intermediate models for analyzing new business opportunities, efficiency initiatives, or other business issues
  • Preparation for management reviews and budgeting activities, as required
  • Performs additional duties as assigned
  • Meets attendance and punctuality standards

Qualifications, Required Knowledge Skills & Abilities and Working Conditions

The requirements listed below are representative of the knowledge, skill, and/or ability required.


Required Educational: Associate Degree, Bachelors or above preferred; Approximately 1 - 7 years experience in Accounting, Finance, or Accounting Systems Analyst I plus the following:


  • Develops knowledge of resources necessary for guidance when applicable.
  • Identifies issues that require escalation and apply appropriate level of escalation.
  • Ability to manage smaller scale projects by tracking deadlines and collecting/organizing information.
  • Ability to identify areas of risk and exposure and presents alternative solutions.
  • Understands a long-term, big picture view and identifies obstacles and opportunities in their particular functional area.
  • Understands the impact of elements and processes as they relate to their functional area.
  • Knowledge and application of intermediate Excel and Basic/Intermediate Access
  • May require Basic knowledge of Accounting general ledger structures
  • Able to perform intermediate mathematical calculations.
  • Builds solid and effective working relationships with others.
  • Displays ability to work cooperatively and effectively with others.
  • Actively takes part and provides relative contribution in all team tasks to ensure the final objective is met.
  • Listens to customers - identifies, meets and is sensitive and responsive to their needs.
  • Willingly addresses issues highlighted by customers in an effort to provide creative solutions.
  • Able to maintain a positive attitude in the face of constructive criticism, rejection, or failure.
  • Stays in tune with changing needs of customers.
  • Self starter required for analysis, evaluation, creating, reasoning, and drawing conclusions/solutions
  • Able to maintain confidentiality of sensitive information.
  • Strong Excel skills required. Access and BI reporting skills, a plus

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