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 ScreenVideo Interview with RecruiterPractical Task (e.g., build a simple financial model or create a sample dashboard from dataset)Client Interview with Finance / Operations LeadershipOffer & Background Verification