Financial & Data Analyst 37

Financial Analyst / Data Analyst

Position Type:

Full-Time, Remote Working Hours:

U.

S.

client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)

Our client is seeking a Financial Analyst / Data Analyst to build financial models, analyze operational and financial performance, and deliver data-driven insights that support strategic decision-making.

This role combines financial analysis with modern data analytics, requiring strong quantitative skills, business acumen, and proficiency with reporting and BI tools.

The Financial Analyst / Data Analyst serves as the bridge between raw data and executive strategy ensuring reporting is accurate, actionable, and aligned with business goals.

The ideal candidate is analytical, detail-oriented, and capable of transforming complex datasets into clear recommendations for leadership and cross-functional teams.

Financial Modeling & Strategic Analysis

Build and maintain 3-statement financial models including P&L, balance sheet, and cash flow projections Create scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunities Support forecasting, budgeting, and long-range planning initiatives Analyze financial performance and identify trends impacting profitability, growth, and operational efficiency

Data Analysis & Reporting

Query SQL databases and work with large structured datasets Clean, transform, and validate data using Excel, Python, R, or related tools Conduct variance analysis comparing actual performance against budgets and forecasts Develop recurring and ad hoc reports for finance, operations, and leadership teams

Dashboard Development & Business Intelligence

Build and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI tools Ensure reporting consistency, data integrity, and standardized metric definitions across departments Create executive-ready visualizations and reporting packages for leadership and board presentations Improve visibility into operational and financial performance through automated reporting systems

Forecasting, Planning & Business Support

Partner with FP&A, finance, sales, and operations teams to refine forecasts and budgets Incorporate real-time business trends into rolling forecasts and scenario planning Support strategic initiatives through financial and operational analysis Translate business needs into measurable KPIs and analytical frameworks

Data Governance & Accuracy

Validate and reconcile data sources to ensure accuracy and reliability Document methodologies, assumptions, and reporting processes for transparency and repeatability Identify opportunities to improve reporting efficiency, automation, and data quality Maintain organized, audit-ready documentation and analysis workflows

Cross-Functional Collaboration

Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams Present findings and recommendations clearly to both technical and non-technical audiences Support decision-making with concise, actionable insights backed by data and financial analysis

What Makes You a Perfect Fit

Strong analytical thinker capable of turning complex data into simple, actionable insights Highly detail-oriented with strong standards for accuracy and consistency Excellent communicator comfortable presenting to executives and stakeholders Curious and proactive in identifying trends, opportunities, and operational risks Strong balance of technical analysis and business understanding

Required Experience & Skills

2+ years of experience in financial analysis, FP&A, business intelligence, or data analytics Advanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modeling Strong SQL skills for querying and analyzing datasets Experience preparing variance analyses, forecasting models, and management reports Ability to work with large datasets and synthesize findings clearly

Preferred Experience & Skills

Experience using Python or R for advanced analytics and data transformation Familiarity with BI tools such as Tableau, Power BI, or Looker Industry experience in SaaS, finance, healthcare, or professional services Experience extracting data from ERP systems such as NetSuite, SAP, or Oracle Knowledge of financial planning, budgeting, and operational KPI frameworks Exposure to automation or advanced reporting workflows

What Does a Typical Day Look Like?

A Financial Analyst / Data Analyst's day revolves around transforming financial and operational data into meaningful business insights.

You will:

Pull, clean, and validate data from SQL databases, ERP systems, or reporting platforms Update financial models and run scenario analyses based on the latest business performance Prepare variance analyses explaining deviations from forecast or budget Build and maintain dashboards that provide leadership with real-time visibility into KPIs Collaborate with stakeholders to int…