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