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