Financial & Data Analyst

* and turning complex datasets into clear strategic recommendations.

You’ll work closely with leadership, finance, operations, and cross-functional teams to improve visibility into company performance and support smarter decision-making through accurate reporting and analysis.

This role combines:

* FP&A,
* financial analysis,
* data analytics,
* dashboarding,
* and business intelligence.

🔥 What You’ll Own

Financial Modeling & Strategic Analysis

* Build and maintain:
* 3-statement financial models
* ROI models
* IRR calculations
* break-even analyses
* forecasting models

* Conduct:
* scenario analysis
* sensitivity analysis
* variance analysis

* Support strategic business and investment decisions with financial insights
* Improve model accuracy and reporting reliability

Data Analysis & Business Intelligence

* Query and analyze large datasets using SQL
* Extract and transform financial and operational data
* Identify:
* trends,
* anomalies,
* risks,
* and growth opportunities

* Build scalable reporting frameworks and KPI tracking systems
* Ensure data consistency and reporting accuracy across teams

Dashboards & Executive Reporting

* Build dashboards using:
* Power BI
* Tableau
* Looker

* Prepare:
* monthly reporting packages
* KPI dashboards
* executive summaries
* board-level reporting

* Present actionable insights clearly to leadership and stakeholders
* Improve reporting visibility across departments

Forecasting & Budget Support

* Support rolling forecasts and budgeting processes
* Incorporate real-time business performance into forecasting models
* Analyze budget vs. actual performance
* Help leadership understand operational and financial drivers

Data Quality & Governance

* Validate datasets and reporting outputs for accuracy
* Maintain documentation for:
* models,
* methodologies,
* assumptions,
* and reporting logic

* Improve data hygiene and reporting consistency
* Ensure reporting processes remain scalable and repeatable

Cross-Functional Collaboration

* Partner with:
* finance,
* operations,
* sales,
* and leadership teams

* Translate data into actionable business recommendations
* Help stakeholders understand performance metrics and trends
* Support strategic planning and operational decision-making

✅ Required Experience & Skills

* 2+ years of experience in:
* financial analysis,
* FP&A,
* business intelligence,
* or data analytics

* Advanced Excel / Google Sheets skills:
* pivot tables
* INDEX/MATCH
* nested formulas
* macros
* scenario modeling

* Strong SQL skills for querying and joining datasets
* Experience preparing:
* variance analyses
* management reporting
* KPI dashboards

* Strong analytical and problem-solving skills
* Excellent communication and presentation abilities

⭐ Preferred Qualifications

* Experience with:
* Python
* R
* advanced analytics workflows

* Familiarity with:
* Tableau
* Power BI
* Looker

* ERP experience:
* NetSuite
* SAP
* Oracle

* Experience in:
* SaaS
* finance
* healthcare
* professional services

* Exposure to forecasting and strategic finance initiatives

🧠 What Makes You a Strong Fit

* You enjoy solving business problems through data
* You can simplify complex financial insights clearly
* You combine strong technical skills with business thinking
* You care deeply about accuracy and reporting quality
* You proactively identify trends, inefficiencies, and opportunities
* You thrive in fast-paced, data-driven environments

📅 What a Typical Day Looks Like

* Pull and analyze financial and operational data using SQL
* Update forecasting and financial models with new actuals
* Build or refine dashboards for leadership reporting
* Conduct variance analysis and identify performance trends
* Collaborate with finance and operations teams on reporting needs
* Prepare executive-ready insights and recommendations
* Improve reporting workflows and automate repetitive tasks

In short:
You help leadership make smarter, faster decisions by turning raw financial and operational data into clear, actionable insights.

📊 Key Metrics for Success (KPIs)

* Forecast accuracy within target ranges
* Timely delivery of reporting and dashboards
* Reduction in reporting errors and inconsistencies
* Quality and usability of dashboards and insights
* Positive stakeholder feedback on analysis and recommendations
* Improved visibility into business performance and KPIs

🌟 Why This Role Stands Out

* High visibility across finance and leadership teams
* Blend of finance, analytics, and business intelligence
* Exposure to strategic planning and operational decision-making
* Opportunity to build scalable reporting infrastructure
* Strong growth path into:
* Senior FP&A
* Business Intelligence
* Strategic Finance
* Analytics Leadership

🧪 Interview Process

* Initial Phone Screen
* Video Interview with Recruiter
* Practical Assessment (financial model or dashboard exercise)
* Client Interview
* Offer & Onboarding

👉 Apply Now

If you:

* love financial modeling and analytics,
* enjoy working with data and dashboards,
* can translate numbers into strategic insights,
* and thrive in fast-moving business environments,

this role is a strong fit for you.