Finance Rotational Analyst

Job Summary

Compensation: $65,000 - $72,000

The Finance Rotational Analyst is an entry-level, developmental role designed to provide exposure to multiple areas within Finance and Accounting. Through structured rotations, the analyst will gain hands-on experience in Accounts Receivable, Accounts Payable, Pricing, Financial Planning & Analysis (FP&A), and General Accounting.

This role provides a comprehensive understanding of IDI's financial operations while developing analytical, technical, and business acumen skills. Participants will support daily operations, financial analysis, reporting, reconciliations, process improvements, and strategic initiatives/projects across multiple finance functions. The position is intended to prepare high-potential employees for future accounting, finance, and leadership opportunities within the organization.

Responsibilities/Duties

Financial & Accounting Development Program:

Accounts Receivable Rotation

- Support billing, cash application, customer rebate administration, and customer account maintenance.

- Assist with customer aging analysis and collection reporting.

- Partner with branch personnel, credit department and customers to resolve account discrepancies.

- Analyze receivable trends and identify process improvement opportunities.

- Support sales tax exemption certificate.

Accounts Payable Rotation

- Process vendor invoices and ensure proper coding and approvals.

- Assist with vendor onboarding and maintenance.

- Participate in weekly payment processing activities.

- Reconcile vendor statements and resolve discrepancies.

- Support AP automation initiatives and process improvement projects.

- Support Concur expense reporting and administration.

Pricing Rotation

- Assist with customer pricing setup and maintenance within SAP.

- Analyze pricing requests and margin impacts.

- Support pricing strategy initiatives and profitability analysis.

- Prepare reports related to customer pricing, pricing exceptions, and margin performance.

- Work closely with Sales, Operations, and Finance teams to ensure pricing accuracy.

FP&A Rotation

- Support budgeting, forecasting, and financial planning processes.

- Prepare reports and dashboards utilizing PowerBI and other reporting tools.

- Analyze business performance, trends, and key financial metrics.

- Assist with quarterly business reviews and management reporting.

- Participate in financial modeling and special projects.

General Accounting Rotation

- Prepare journal entries and account reconciliations.

- Assist with month-end and year-end close activities.

- Review transactional activity for appropriate accounting treatment.

- Support external audit requests and financial statement preparation.

- Assist with sales and use tax compliance, property tax filings, and other accounting responsibilities.

Leadership Competencies

- Communicates Effectively & Candidly

- Drives for Results

- Demonstrates Accountability

- Takes Initiative

- Collaborates Across Functions

- Adapts and Learns Quickly

Qualifications/Skills

Technical Skills

- Strong understanding of accounting and finance principles.

- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

- Ability to learn and navigate ERP and financial reporting systems.

Analytical Skills

- Strong quantitative and problem-solving capabilities.

- Ability to work with detailed information while recognizing broader business implications.

- Ability to analyze trends and communicate findings effectively.

Interpersonal Skills

- Strong communication and collaboration skills.

- Ability to build relationships across departments.

- Demonstrates curiosity, professionalism, and a desire to learn.

Ethical Standards

- Maintains high ethical standards and confidentiality.

- Demonstrates integrity in handling financial and business information.

Education/Experience

- Bachelor's degree in Accounting, Finance, Economics, Business Analytics, or a related field.

- 0-3 years of professional experience in accounting, finance, analytics, or related business functions.

- Internship experience in accounting, finance, banking, consulting, or analytics preferred.

- Experience with SAP, Power BI, or similar systems preferred.

Career Path

- Successful participants may progress into positions such as:

- Staff Accountant

- Financial Analyst

- Pricing Analyst

- Accounting Analyst

- AR/AP/Credit Analyst

- Finance/Accounting Leadership Development Opportunities