Financial Analyst

About TAG Solutions

At TAG Solutions we measure success by the results of our customers – hundreds of companies are achieving or exceeding their manufacturing performance objectives with our help. Our engineers are experts not only in current automation technologies and trends, but also legacy systems that remain the lifeblood of many of our customers. We design and deploy systems that make sense for you, and give you the best payback.

We are seeking a detail‑oriented and analytical Financial Analyst to support budgeting, forecasting, financial reporting, and data governance across the organization. This role will work closely with Accounting, Finance, Operations, and IT to ensure financial data integrity, accurate transaction mapping, and consistency across ERP systems and reporting hierarchies. The ideal candidate combines strong financial and systems knowledge with a forward‑thinking approach to leveraging AI, automation, and data‑driven technologies to improve financial operations and decision‑making.

• Prepare and maintain annual budgets, rolling forecasts, and long‑range financial models
• Analyze financial performance, variances, trends, and operational drivers
• Ensure accuracy and integrity of financial data within ERP and reporting systems
• Review and validate accounting transaction mappings to ensure transactions are recorded correctly within the general ledger and reporting structures
• Partner with the Accounting and IT teams to troubleshoot system, reporting, and data issues
• Maintain and support financial hierarchies, including departments, locations, accounts, cost centers, entities, and reporting structures
• Assist with ERP implementations, enhancements, testing, and process improvements
• Support master data management processes, including the chart of accounts, vendor/customer structures, dimensions, and financial attributes
• Develop and maintain financial reports, dashboards, and KPI tracking tools
• Perform reconciliations and data validation between ERP systems, reporting tools, and source systems
• Identify opportunities to improve reporting automation, financial processes, and data governance
• Support month‑end and year‑end financial close processes as needed
• Document financial system workflows, mapping logic, and reporting standards

• Utilize AI and automation tools to improve budgeting, forecasting, reporting, and financial analysis processes
• Identify opportunities to streamline manual financial workflows through AI‑driven solutions and system enhancements
• Assist in developing and testing AI‑supported reporting, anomaly detection, and data validation processes
• Leverage AI tools to improve data accuracy, transaction classification, and financial insights
• Partner with Finance, Accounting, and IT teams to evaluate emerging technologies and process automation opportunities
• Support the development of smarter reporting structures, forecasting models, and operational dashboards using AI and advanced analytics tools
• Help document and standardize AI‑assisted financial processes and best practices across the organization
• Stay current on emerging AI technologies and industry trends related to financial systems, ERP platforms, and data management

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or related field
• 3+ years of experience in financial analysis, FP&A, accounting systems, or financial operations
• Strong understanding of budgeting, forecasting, and financial reporting processes
• Experience working with ERP systems such as SAP, Oracle Net Suite, Microsoft Dynamics 365, Workday, or similar platforms
• Knowledge of accounting principles and general ledger structures
• Experience with transaction mapping, financial hierarchies, and master data management
• Advanced Excel skills; experience with reporting and BI tools preferred
• Strong analytical, organizational, and problem‑solving abilities
• Ability to manage large datasets with a high level of accuracy and attention to detail
• Excellent communication and cross‑functional collaboration skills

• Experience with financial systems integrations and ERP…