Financial & Data Analyst

Job Description

💼 Financial Analyst / Data Analyst (FP&A, SQL, BI & Financial Modeling)

Full-Time Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly analytical and data-driven Financial Analyst / Data Analyst to help transform financial and operational data into actionable business insights.

This role is ideal for someone who enjoys:

• financial modeling,
• business intelligence,
• reporting,
• forecasting,
• 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.