KP Insights is an innovative financial services company. We work with entrepreneurs and small businesses to streamline their financial back office and provide insightful financial reporting and analysis. We leverage technologies to increase efficiency and accuracy in our processes allowing us to provide real-time financial guidance to our clients, ultimately helping them increase revenues and profits.
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data. With a focus on the desired reporting outcome, they will organize data to report performance to our clients. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Must be a self-starter comfortable managing your deliverables and working in a team environment.
Responsibilities
Daily bookkeeping for small businesses
Gather and organize sets of data in order to report key metrics
Leverage efficient methods to improve the efficiency and accuracy of financial reporting
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' accounting, financial analysis and modeling experience
Intermediate to Advanced knowledge of Excel
Experience with Quickbooks or other accounting systems is a plus
Experience with analytic tools such as Power BI & Tableau are also a plus
Benefits
Competitive salary
Annual bonus
Company paid health benefits
401k matching
Mentorship
Continuing education opportunities