Financial & Data Analyst

Financial Analyst / Data Analyst

Position Type: Full-Time, Remote

Working Hours: U.S. client business hours (with flexibility for reporting deadlines and project cycles)

About the Role:

Our client is seeking a Financial Analyst / Data Analyst to build models, analyze performance data, and deliver insights that guide strategy and decision-making. This role requires strong analytical skills, financial acumen, and proficiency with modern data tools. The Analyst serves as a bridge between raw numbers and executive decisions, ensuring reporting is accurate, timely, and actionable.

Responsibilities:

Financial Modeling:

• Build and maintain 3-statement models (P&L, balance sheet, cash flow).
• Create scenario and sensitivity analyses to evaluate risks and opportunities.
• Model ROI, IRR, break-even, and valuation scenarios for projects or investments.

Data Analysis:

• Query SQL databases and work with large datasets.
• Clean and transform data using Python, R, or Excel advanced functions.
• Conduct variance analyses to compare actuals vs. budgets/forecasts.

Reporting & Dashboards:

• Prepare monthly management reporting packages and board decks.
• Build KPI dashboards using Tableau, Power BI, or Looker.
• Ensure consistent reporting definitions across finance and operations.

Forecasting & Budget Support:

• Collaborate with FP&A teams to refine budgets and forecasts.
• Incorporate real-time business performance into rolling forecasts.

Data Quality & Governance:

• Validate data sources for accuracy and consistency.
• Document methodologies for transparency and repeatability.

Collaboration:

• Partner with finance, sales, operations, and leadership to align metrics with goals.
• Translate data into clear, actionable insights for non-technical stakeholders.

What Makes You a Perfect Fit:

• Analytical thinker who can turn complex data into simple insights.
• Detail-oriented, with high standards for accuracy.
• Strong communicator equally comfortable with spreadsheets and executive presentations.
• Proactive in identifying trends, risks, and improvement opportunities.

Required Experience & Skills (Minimum):

• 2+ years in financial analysis, FP&A, or data analytics.
• Advanced Excel/Google Sheets (pivot tables, INDEX/MATCH, macros).
• Proficiency in SQL for querying and joining datasets.
• Experience preparing variance analyses and management reports.

Ideal Experience & Skills:

• Python or R for advanced analytics and data modeling.
• Experience with BI tools (Tableau, Power BI, Looker).
• Industry background in SaaS, finance, healthcare, or professional services.
• Familiarity with ERP systems (NetSuite, SAP, Oracle) for data extraction.

What Does a Typical Day Look Like?

A Financial Analyst / Data Analyst's day revolves around turning raw financial and operational data into meaningful insights. You will:

• Pull and clean data from ERP or SQL sources to prepare daily/weekly reports.
• Update financial models with the latest actuals and run scenario analyses.
• Prepare variance analyses to explain deviations from budget or forecast.
• Build dashboards in BI tools to give leadership real-time visibility into KPIs.
• Collaborate with stakeholders, presenting findings in clear, actionable terms.
• Document assumptions and methodologies so models and analyses are transparent and repeatable.

In essence: you ensure decision-makers always have accurate, data-driven insights to guide strategy.

Key Metrics for Success (KPIs):

• Accuracy of forecasts and financial models (variance within 510%).
• Timeliness of monthly/quarterly reporting.
• Reliability and clarity of dashboards delivered to stakeholders.
• Positive feedback from leadership on insights and recommendations.
• Reduced errors and improved data quality across reports.

Interview Process:

1. Initial Phone Screen
2. Video Interview with Recruiter
3. Practical Task (e.g., build a simple financial model or create a sample dashboard from dataset)
4. Client Interview with Finance/Operations Leadership
5. Offer & Background Verification