Financial & Data Analyst

Description

Summary: This role is for a Financial Analyst / Data Analyst who will transform complex data into actionable insights to drive business decisions, sitting at the intersection of finance, data, and strategy. Highlights: 1. Turn complex data into clear, actionable business insights 2. Build models, analyze performance, and create dashboards 3. Influence decisions through data-backed insights **Financial Analyst / Data Analyst – Remote \| SQL, Excel, BI Tools \| U.S. Hours****Position Type:** Full\-Time, Remote **Working Hours:** U.S. Client Business Hours **About the Role** We’re hiring a **Financial Analyst / Data Analyst** to turn complex data into clear, actionable insights that drive business decisions. This role sits at the intersection of **finance, data, and strategy** — you’ll build models, analyze performance, and create dashboards that leadership relies on daily. If you’re someone who can **connect numbers to real business impact**, this is where you thrive. **What You’ll Own****Financial Modeling \& Analysis*** Build and maintain **3\-statement financial models (P\&L, Balance Sheet, Cash Flow)** * Perform **scenario analysis, sensitivity modeling, and forecasting** * Analyze ROI, IRR, break\-even points, and investment performance * Support strategic decision\-making with data\-backed financial insights **Data Analysis \& Insights*** Query and analyze datasets using SQL * Clean, structure, and transform data using Python, R, or Excel * Perform **variance analysis (actual vs. forecast vs. budget)** * Identify trends, risks, and opportunities across datasets **Reporting \& Dashboards*** Build dashboards using: * + Tableau + Power BI + Looker * Prepare **monthly reports, executive summaries, and board decks** * Ensure reporting is consistent, accurate, and easy to interpret **Forecasting \& Budgeting*** Support FP\&A processes and rolling forecasts * Integrate real\-time performance into financial projections * Help improve forecasting accuracy and business planning **Data Quality \& Governance*** Validate data sources and ensure consistency * Document models, assumptions, and methodologies * Maintain clean, reliable datasets for decision\-making **Cross\-Functional Collaboration*** Partner with finance, operations, sales, and leadership * Translate data into **clear, actionable business insights** * Support key decisions with structured analysis **What Success Looks Like*** Leadership trusts your numbers and insights * Forecasts are accurate and actionable * Dashboards are clear, reliable, and used daily * Business decisions are driven by your analysis * Data quality and reporting consistency improve over time **What Makes You a Strong Fit*** Analytical thinker who simplifies complex data * Detail\-oriented with high accuracy standards * Strong communicator (not just numbers — insights) * Comfortable working with large datasets and ambiguity * Proactive in identifying trends and opportunities **Requirements (Must\-Have)****Experience*** 2\+ years in: * + Financial Analysis + FP\&A + Data Analytics **Core Skills*** Advanced Excel / Google Sheets: * + Pivot Tables + INDEX/MATCH + Data modeling * Strong SQL skills (queries, joins, data extraction) * Experience with financial reporting and variance analysis **Technical Stack*** BI Tools: * + Tableau + Power BI + Looker * Data tools: * + SQL + Excel / Google Sheets **Nice to Have*** Python or R for data analysis * Experience with ERP systems: * + NetSuite + SAP + Oracle * Industry experience: * + SaaS + Finance + Healthcare * Experience building executive dashboards **What a Typical Day Looks Like*** Pull and clean data from SQL or ERP systems * Update financial models with new data * Run scenario and variance analysis * Build or refine dashboards for leadership * Present insights and recommendations to stakeholders **In short:** You turn raw data into **clear insights that drive business decisions.** **Key Metrics (KPIs)*** Forecast accuracy (±5–10%) * Timely reporting delivery * Dashboard reliability and usability * Data accuracy and consistency * Leadership satisfaction with insights **Interview Process*** Initial Phone Screen * Video Interview with Recruiter * Practical Task (model or dashboard) * Client Interview * Offer \& Background Verification **Apply Now** If you’re someone who enjoys **working with data, building models, and influencing decisions through insights**, this role gives you direct impact on business strategy. Apply now and become the **bridge between data and decision\-making.**