Financial Data Analyst

Financial Data Analyst

Clark Associates is seeking a driven and detail-oriented Financial Data Analyst to join the Financial Systems & Data team. In this role, you will work directly with The Restaurant Store Accounting team as well as the broader Clark Associates Finance organization to deliver reporting, analysis, and insights that support strategic decision-making and operational efficiency.

This role requires strong collaboration across Finance and Accounting teams, with an emphasis on understanding business context, improving reporting accuracy, and enabling decision-making through scalable data solutions.

This role is a preferred hybrid role, if you are local to Lititz, PA, with one day in the office a week to ensure valuable face time with the team.

Hybrid: Some in-person work required. 40 Citation Lane, Lititz, PA 17543

We only accept W-2 candidates, H-1B sponsorship is not available.

Responsibilities

Reporting & Data Storytelling

• Translate financial and operational data into clear, accurate, and actionable insights
• Build and maintain Power BI and Excel-based reporting solutions aligned to business needs
• Anticipate stakeholder needs and structure analyses to answer key business questions
• Ensure reporting is accurate, consistent, and aligned with defined data and metric standards

Stakeholder Collaboration & Business Partnership

• Partner with stakeholders to understand business goals, constraints, and reporting needs
• Translate business problems into structured analytical questions and reporting solutions
• Collaborate on KPI definitions, report design, and data requirements to ensure alignment
• Set clear expectations around timelines, scope, and deliverables

Business & Financial Acumen

• Apply financial knowledge to contextualize reporting and analysis
• Connect insights to broader business strategy, KPIs, and operational performance
• Understand how financial and operational processes impact reported results

Data Modeling & Reporting

• Extract and combine data from multiple sources (Snowflake, SQL, Excel, semantic models, etc.)
• Develop and interpret SQL queries and DAX measures to support analysis
• Validate data accuracy, completeness, and consistency across reporting layers
• Build, enhance, and maintain Power BI data models and reporting solutions
• Ensure models are efficient, scalable, and aligned with best practices

Process & Operational Support

• Maintain recurring operational reporting for The Restaurant Store Accounting team
• Identify opportunities to improve reporting consistency and automation
• Stay current on BI, Snowflake, and data visualization best practices

Project Ownership & Execution

• Own projects end-to-end from intake through delivery
• Manage multiple priorities and communicate tradeoffs when needed
• Provide accurate timelines and structured project plans
• Independently manage stakeholder relationships with appropriate support as needed

Physical Requirements

• Work is performed while sitting/standing and interfacing with a personal computer.
• Requires the ability to communicate effectively using speech, vision, and hearing.
• Requires the regular use of hands for simple grasping and fine manipulations.
• Requires occasional bending, squatting, crawling, climbing, and reaching.
• Requires the ability to occasionally lift, carry, push, or pull medium weights, up to 50lbs.

Qualifications

Experience

• 2–4 years of professional experience in data analytics, finance, or a related role
• Experience working with financial or operational datasets (strongly preferred)
• Knowledge of finance or accounting concepts
• Proficiency in Power BI or similar data visualization tools
• Strong SQL skills, including experience working in cloud data environments (Snowflake preferred)
• Advanced Excel skills required
• Proficiency in Python, Power Automate, and Excel VBA (nice to have)
• Experience leveraging AI tools (e.g., Claude, Copilot, or similar) to enhance analysis, reporting, modeling, and workflow efficiency

Education

This role does not require a degree. We value relevant skills and experience and alignment with our core values above all else.

Desired Traits & Skills

• Strong analytical and problem-solving skills
• Ability to work independently while managing multiple priorities
• Strong communication skills, with ability to clearly present findings to stakeholders
• Curiosity and initiative to explore data and identify opportunities without being prompted
• Ability to think critically about business problems, not just execute requests
• Interest in building scalable, sustainable reporting rather than one-off solutions