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