Financial Analyst

BerganKDV, LTD
Urbandale, Iowa, United States
Competitive salary
16 Sep 2020
18 Sep 2020
Experience level
Qualified accountant

BerganKDV has provided innovative yet practical solutions for small to mid-size companies since 1945. From our beginning as a trusted CPA firm we have expanded and adapted to offer business planning and consulting, tax, audit and accounting, wealth management, and technology services throughout the upper Midwest. At BerganKDV we believe our role as advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals. Bringing value to our clients is what we do best and seeing them succeed is our ultimate goal.

BerganKDV Differentiators:

  • Growth Potential
  • Mentor Program
  • Employee Referral Rewards
  • Comprehensive Benefits Package
  • Customized Career Path
  • Open Door Leadership Style
  • Entrepreneurial Operating System

BerganKDV has an opening for a full-time Financial Analyst. This role is with our Internal Finance team and will work closely with our Controller and CFO.

Job Summary:

The Financial Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy.


• Analyses business and financial data.

• Creates financial models bases on analyses to support organizational decision making.

• Develops annual financial budget, quarterly forecasts and related reports for organizational leaders.

• Analyzes industry trends and makes recommendations based on those trends.

• Understands price volume mix analysis (PVM), standard cost, and monitoring variances in operations utilization, realization, and work in process (WIP) + accounts receivable trends.

• Evaluates capital expenditures and depreciation for new facility buildouts or development investments.

• Develops monthly cashflow analysis for an 18-month rolling period.

• Develops automated reporting and forecasting tools for more efficient use of data.

• Develops monthly board reporting and leadership metric reporting.

• Completes month-end assigned duties for the Wealth Management and Alliance Division covering:

o Profit and Loss Statement Review (PNL)

o Balance Sheet Reconciliation

o Commentary Review

• Support the Sales Tax management process and reporting.

• Performs other related duties as assigned.


• Excellent verbal and written communication skills.

• Thorough understanding of Generally Accepted Accounting Principles (GAAP).

• Thorough understanding of Generally Accepted Auditing Standards.

• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis.

• Thorough understanding of project management and ability to work independently.

• Ability to streamline functions and passion to learn and grow

• Excellent organizational skills and attention to detail.

• Positive team dynamic with a focus on driving an engaging culture with colleagues.

Education and Experience:

• Bachelor's degree in Accounting or Finance is required.

• Two to five years of professional experience as an accountant or auditor

• Valid CMA or CPA preferred