DATA ANALYST

Job Title:

Data Analyst

Job Type:

(Remote) Job Summary

The Data Analyst Finance / Financial Analytics is responsible for analyzing financial and business data to support financial planning performance management reporting forecasting and decision-making. This position develops financial reports and dashboards analyzes revenue expenses profitability budgets and forecasts and provides data-driven insights to Finance Accounting and business leadership. Key Responsibilities

Collect organize analyze and interpret financial and operational data from multiple sources.

Develop financial reports dashboards scorecards and analytical models.

Analyze revenue expenses profitability margins cash flow budgets forecasts and financial performance.

Monitor key financial and business performance indicators (KPIs).

Perform budget-to-actual and forecast-to-actual variance analysis.

Identify financial trends patterns anomalies risks and opportunities.

Develop recurring and ad hoc financial reporting for Finance and business stakeholders.

Use SQL to extract transform validate and analyze financial datasets.

Clean reconcile and validate financial data to ensure accuracy and completeness.

Integrate data from ERP accounting financial planning CRM sales and operational systems.

Support financial planning and analysis (FP&A) activities through data analysis and reporting.

Assist with annual budgeting forecasting and financial planning processes.

Develop financial models and analytical tools to support business planning and decision-making.

Analyze revenue performance by product customer region business unit channel or other relevant dimensions.

Analyze operating expenses and identify significant cost trends and variances.

Conduct profitability and margin analysis to identify key financial drivers.

Support cash flow analysis and working-capital reporting where applicable.

Perform scenario and sensitivity analysis to evaluate potential financial outcomes.

Support management reporting and executive financial presentations.

Develop dashboards using Power BI Tableau Excel or similar analytical tools.

Automate recurring financial reports and manual data-analysis processes.

Investigate discrepancies between financial systems reports and source data.

Collaborate with Accounting to support financial reconciliations and data validation.

Work with Finance Accounting Sales Operations IT and other departments to understand analytical requirements.

Translate complex financial data into clear insights and business recommendations.

Maintain documentation of financial metrics reporting definitions calculation methodologies and data sources.

Support financial audits internal controls and data governance activities when required.

Identify opportunities to improve financial reporting data quality automation and analytical processes.

Qualifications

Bachelors degree in Finance Accounting Economics Data Analytics Statistics Business Mathematics Computer Science or a related field.

25 years of experience in financial analysis data analytics FP&A business intelligence or a related role.

Strong understanding of financial statements and fundamental accounting principles.

Strong SQL and Microsoft Excel skills.

Experience with financial reporting and data visualization tools such as Power BI Tableau or Looker.

Experience analyzing financial and operational datasets.

Strong analytical quantitative and problem-solving skills.

Excellent attention to detail and data accuracy.

Strong communication and presentation skills.

Ability to translate financial data into meaningful business insights.

Preferred Qualifications

Experience with ERP and financial systems such as SAP Oracle NetSuite Microsoft Dynamics or similar platforms.

Experience with FP&A budgeting forecasting and financial modeling.

Knowledge of income statements balance sheets cash flow statements and financial reporting.

Experience with Power BI including Power Query and DAX.

Knowledge of data warehousing ETL/ELT and dimensional data modeling.

Working knowledge of Python or R for financial analytics.

Experience with cloud data platforms such as Snowflake BigQuery Databricks or Azure.

Experience analyzing revenue expenses profitability pricing or customer economics.

Knowledge of financial planning and reporting systems such as Anaplan Adaptive Planning or similar platforms.

CFA CPA CMA or other relevant certification is a plus.

Key Skills

Financial Analytics

Data Analytics

Financial Reporting

FP&A

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Profitability Analysis

Revenue Analysis

Expense Analysis

Cash Flow Analysis

SQL

Microsoft Excel

Power BI / Tableau / Looker

Data Visualization

Data Reconciliation

Data Quality & Validation

KPI Development

Scenario & Sensitivity Analysis

ERP Systems

Python / R

Business Intelligence

Management Reporting

Core Competencies

Financial Analysis:

Ability to analyze financial data and identify trends variances performance drivers risks and opportunities.

Data Analysis:

Ability to transform large and complex datasets into accurate and meaningful financial insights.

Financial Acumen:

Strong understanding of financial statements accounting concepts budgeting forecasting and business performance.

Analytical Thinking:

Ability to investigate financial trends and identify the underlying factors affecting business results.

Data Accuracy:

Ability to validate reconcile and maintain the integrity of financial information.

Financial Modeling:

Ability to develop analytical models for budgeting forecasting scenario analysis and business planning.

Business Communication:

Ability to explain financial findings clearly to Finance leaders and non-financial stakeholders.

Problem Solving:

Ability to investigate financial discrepancies and develop data-driven solutions.

Process Improvement:

Ability to identify opportunities to automate reporting improve data quality and increase financial analysis efficiency.

Stakeholder Collaboration:

Ability to work effectively with Finance Accounting Operations Sales IT and other business teams.