Financial Data Analyst

About the Company

For the past twenty-five plus years, IDOC has remained committed to the success of independent optometrists, and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first-hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long-term success. IDOC serves its members through specialized services, expert guidance from industry-admired consultants, metric-based business analytics, personal account management, member-exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work-Certified™ company! Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7025633.

Role Summary

As IDOC’s Financial Data Analyst, you love to create and improve processes, definitions, workflows and provide order to efforts that result in tangible outcomes. You enjoy data entry and providing structure to processes. You will assist in gathering requirements, building analytical models and/or reports and driving analyses to find out what factors truly make a difference. You will collaborate with various departments throughout the organization. You will report to the Senior Data Analyst.

Your ability to form and strengthen relationships both inside and outside the organization blends perfectly with our “people first, always” mindset. You earn confidence and trust by building those relationships on honesty, integrity, accuracy, and authenticity while protecting confidentiality with sensitive information.

You enjoy solving problems, finding insights and are a critical thinker. You are comfortable using data and are skilled with the tools that help you access and manipulate that data. Working independently is comfortable for you, but you understand that we are often “better together”, and you seek out opportunities to collaborate. You are comfortable with change and can adapt to various personalities and working styles. Service is our core value, and your friendly and respectful attitude align perfectly with our company.

Data Entry

• Perform monthly refreshes for recurring dashboards/reports that include the latest data and information.
• Support quarterly vendor data uploads into internal database for Finance, ensuring accuracy and timeliness. Create follow-up reporting and building ‘next action’ process.
• Collaborate with the various IDOC departments to enhance workflow strategies and communicate changes to any processes.
• Identify opportunities to utilize data-driven insights to optimize business performance and strategic initiatives.

Database Maintenance

• Data Management - continuously monitor data inputs from various data sources (Microsoft SQL, Vendors, Datarails etc.) and highlight/correct any inaccuracies.
• Maintain performance and health of data used across multiple communication channels. This includes workflow builds, personalized/dynamic content modules, list hygiene, and deliverability.
• Identify quality assurance opportunities and develop corresponding documentation/processes to ensure operational excellence.
• All other responsibilities and/or other related duties as assigned.

Data Insights

• Support various ad hoc reporting requests: Gathering requirements, collecting appropriate data, building appropriate output, deriving insights, iterating with key stakeholders.
• Support the organization on higher level projects/initiatives, providing expertise and bringing analytical support as needed.

Requirements

• 0-2 years working with data
• Bachelor's degree required (Data Analysts, Accounting, Finance preferred)
• Proficient in Microsoft suite of products to include Outlook, Excel
• Analytics tools like Google Analytics, Tableau is preferred
• Datarails, Adaptive, Oracle Hyperion knowledge is a plus
• Microsoft SQL knowledge is a plus
• Financial Analysis experience is a plus
• Ability to work independently
• Cross-functional thinker, able to collaborate with teams
• Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail
• Well organized, able to work in a fast-paced and dynamic environment