Financial Analyst (# 7415)

Business Analyst (Non-IT) 3 (74187-1)
Peoria, IL
24 months

 

Summary:

The main function of a business operations specialist is to maintain vendor relationships, acting as a business analyst for non-IT projects or filling organizational roles above an administrative level, but below a management level. Other responsibilities may include maintaining all project management processes, including project goals, deadlines, metrics and budget. The business operations specialist usually reports to a project manager or director.

 

Job Responsibilities:

• Establish and maintain communication services across business units or from the project team to the organization.

• Maintain the storage and retrieval of all project communications data and business metrics.

• Review contracts, cost proposals and contract supplements.

• Set up project and work breakdown structures.

• Establish and document business processes.

• Track project budgets and expenditures, monitor transaction controls and costs against budgets.

• Predict potential budget overruns and offer solutions.

 

Skills:

• Verbal and written communication skills, attention to detail, customer service and interpersonal skills.

• Ability to work independently and manage one’s time.

• Knowledge of business and management principles involved in strategic planning, resource allocation, and production methods.

• Ability to apply accounting and mathematical principles to work as needed.

• Ability to analyze business trends and project future revenues and expenses.

• Previous experience with computer applications, such as Microsoft Word and Excel; Enterprise Application experience a plus.

 

Education/Experience:

• Bachelor's degree in business management, economics, finance, accounting or relevant field required.

• 5 -7 years’ experience required.

 

Position’s Contributions to Work Group:

-  Collaborate with Dealers and Fleet Manager staff to audit the financial status of maintenance and repair contract commitments. Audit involves organizing complex data sets, investigating information gaps, and confirming compliance to signed contract commitments.

-   Track and manage projected gains or losses of contract portfolio

-   Maintain complex audit tracking spreadsheets

 

Education & Experience Required:

Bachelor’s Degree with 5+ years of experience

Masters with 2+ years of experience

Associates with 8+ years of experience

 

Top 3 Skills

-  Accuracy and attention to detail

-  Self-motivated

-  Time management

 

Additional Technical Skills

(Required)

-  Microsoft Office Suite (Word, Excel, Outlook) – primarily Excel

(Desired)

-  Prior Caterpillar or Cat Dealer experience

-  Experience with repair and service principles of heavy equipment, automotive, industrial processes, etc

-  Prior audit or data analysis experience

 

Soft Skills

(Required)

-  Self-motivated – process outputs of role are a mixture tasks that need to be provided to business partners

-  Time Management and highly organized to manage multiple audit projects simultaneously

-  Accuracy and attention to detail due to role being responsible for determining financial status of contract commitments

-  Willingness to collaborate with coworkers on tasks outside of normal scope

 

Disqualifiers/Red Flags/Overqualifications:

-   Not meeting required technical skills (especially prior Excel experience).

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