Financial Analyst I - Alpha Consulting

Financial Analyst Global Transfer Pricing and Margin Accounting

Position Title: Financial Support I
# of Positions Requested: 2
Length of Contract: 6/10/2024 or 6/17 through 12/31/2024
Location/Site: AP30-2 [on site 5 days per week, M-F]

To clarify, we need any candidate to be on-site 5 days a week, and after their training period [90 days] then they can be on site 3 days.

Confirm Max Bill Rate or Manager Requested: range of *** ST/HR - ***
(note- once BR is set- it is not negotiable after the interview process)

EXCEL TESTING Required: Submit test results at end of resume
In kind reply:
Intermediate Excel Incl Vlookups, Pivot Tables, and basic other skills
Bachelor s Degree required

We would like to stress success for us in a candidate for this role is:

1. A willingness to learn/accept feedback
2. Demonstration of ability to juggle tasks successfully is primary.
3. Reliable source of transportation, expectation is in office M-F, 8-4: 30p CT.

The rest, we can train. Please let us know if any other questions.

Excel Skills to Test: Excel Skills verified to be proficient with V-lookups, Pivot Tables, basic other functions with propensity to expand and grow knowledge of Excel with usage/time.

Intermediate skills, willing to train if candidate is interested and has solid working knowledge of Excel.

******Requires bachelor s degree, 0 - 2 Years' Experience

Description Details:

Prefer candidates to have finance/accounting degree, 0 2 years experience in Finance.
Excel: Pivot tables, mass amount of data management, interpersonal communication (email/written/verbal).
Prefer, not must have, but good to have intermediate PowerPoint Skills
Newer candidate/graduate. Know they will be newer and willing to train. Bachelors degree required.

Must be flexible for many ad hoc tasks, will prioritize and learn to understand what is of urgency, top priority. Open communication to ask any questions on how to progress.
Proactive to ask questions to determine what is needed and when, self-motivation is important.
Understand the urgent need to communicate frequently with their manager.
Don t be shy, quiet about questions. Best to ask, communicate to learn as quickly as possible
Great entry level position, resume builder for someone new to corporate finance and wants to learn from the ground up. Team is more than willing to train and mentor.
No room on the bill rate as this is what has been negotiated.

Are you open to look at candidates willing to relocate? Local
Years of experience/education and/or certifications required: 0-2 years experience in Finance, Accounting/Finance/MIS Degree background (less interested in length of experience, more interested in technical skills and business knowledge/training)
What are the top 3-5 skills requirements should this person have?
o Attention to Detail
o Solid analytical skills.
o Initiative
o Excellent Excel Skills: Advanced Intermediate, pivot tables, formulations, filtering, VLOOKUP s
o Interpersonal/communications skills
o PowerPoint Intermediate
Will be working individually as well as part of a team
Is there flexibility in their daily schedule? Some as needed;Expectation to be 100% onsite first 90 days, then hybrid (3 days in office, 2 days remote): first 90 days, then hybrid (3 days in office, 2 days remote)
Travel: No
* Contract only at this time. There is not currently an FTE opportunity

Financial Analyst Global Transfer Pricing and Margin Accounting
Job Description

The Financial Analyst, is responsible for providing primary support for the preparation of Product Financial Flows for products and transfer prices process into ***, or monitors the margin accounting journal entries and supports month-end accounting and reporting for Margin ledger and annual cost planning related to product cost.

Key Responsibilities Include:
Assist in creating *** Product Financial Flows
Support the preparing the documentation of transfer pricing calculations in accordance with tax rules, including information and data gathering, status calls with stakeholders.
Support TP issuance for products in Planning process and Daily process
Develop and deliver training to affiliates and headquarters finance groups
Monitor the margin posting programs and trouble shoot issues
Supports month-end accounting including preparing journal entries and reporting for margin ledger and annual cost planning related to product cost.


Qualifications
Basic:
B.A./B.S. In Accounting, Finance or Management Information System required
0-2 years of experience working in financial analysis, audit, costing accounting, or working in a global tax environment, experience in transfer pricing preferred. - open to various past work experiences, strong desire to learn and dev
Strong critical thinking skills, applying transfer pricing concepts to differing fact patterns.
Must possess strong attention to detail and have an exceptional analytical and quantitative background.
Very strong organizational skill set with ability to prioritize, plan, work independently, implement projects and meet deadlines
Strong written and verbal communication skills

Spotlight Call Notes:

Transfer Price side looking for an analyst, working with a lot of details. The price we sell between our legal entities, using tables to determine the costs. We have explanations for various codes, etc. This is to assist during the plan time. We create rather large Excel Workbooks that explain the process, internal system call IPS. We ask them to create these reports for each legal entity by division as a legal format to follow, to create these workbooks which are subject to audits.

Elizabeth has some specifics for her area as well as Bo will have specifics to her area. It is a non-typical finance role. But is an interesting role. A lot of working within Excel, pulling data from SAP, STRONG EXCEL skills needed.

Not be afraid to ask questions like to see progression in the questions being asked, would look to see the questions become more technical as they progress and learn the role.

We have additional Master Data that the person will be handling, not on a large scale, but would be guided to work with this data as needed.
Some Margin work supporting Bo. There will be journal entries as well in this role. We will provide all guidance for all of this.

Occasionally, will need to work with the tax team, but we will guide them through this aspect as well. EXCEL skills and analytical skills are the main skills needed. Strong communication skills needed.

As long as transfer pricing experience is not required, we can staff at the rates requested. We see transfer pricing individuals we would be interested in meeting with these individuals within our price point.

Open to newly graduates, most recent contractor, recent grad with an MA, but no experience. Organizational skills, willing to learn, curious. We like to respond within four business days of receiving a request, to have it responded to the original requester.

If you are looking recent grads, BA is perfectly fine, the above example, just happened to have an MA, but MA is not at all required. We are not opposed to new grads, we are open to Excel/Accounting experience.

Would you want a particular discipline yes, looking for a finance/accounting type degrees.

What do you look at on the resume that would draw you to them? Look at prior work experience. We interviewed a variety of individuals in the last round, there were a lot of recent grads. When not recent grads, what does their story look like, do they have tenure? Are they hopping along, etc?

Must have solid Excel skills... If low to medium scores, we would not consider them... VLookup, Xlookup even better, folder concept creating folders moving Files between MS Explorer, being able to search for a folder.

Confidentiality is also key to this role. They must understand the sensitivity of the information they will have access to.

Is a BA degree a must have? Yes, BA is a minimal requirement. Finance, Accounting, IT, Business Administration -degree related to finance;no graphic artists, English majors, creative anything... Must be something related.

Is there a particular Excel Test, third party required We are open to whatever testing you use for testing your candidates. We just want to be sure the test scores are shared. Key is Vlookups we use a lot of these.

We have a report from this system and that system making sure it matches, you build a formula and a key to validate the information on the two systems are a match.

Will you consider someone with BA, strong Excel skills, - open to someone with an IT/MIT background, but have worked in a financial industry using Data Analytics and Data Management.

Bo s position will be posting, doing some costing, etc.

Years experience may be a tad bored if pretty many years of experience, but may be bored. If on the green side, freshly out of college;Excel test, any relevant work experience and what it was. We understand they are a recent grad. We assume they did internships, or some kind of work while in college if so, what did they do. Academic honors are fine, strong excel test results.

Are they open to feedback for improvement, organizational skills, how to work. Must be onsite the first three months five days/week. After that can work a hybrid schedule. Christine is in the office almost all the time, so we have managers around to ask questions. Must not be too timid to ask the managers when they have questions. Being comfortable approaching managers for questions, etc.

Possibility of project extensions may be extended. End of this year is what we have approval. There is always the possibility of extensions, but currently the expectation is through the end of this