Overview
Accounting Advisory Services - Senior Data Analyst position within the Elliott Davis Advisory team. As part of the Client Accounting Advisory Services (CAAS) team, you will work with leading experts in financial and consulting services, with autonomy to shape your career while making a positive impact. The role supports engagements by developing management reports, cash flow forecasts, budgets, and long-term financial models, and leads data analytics initiatives that uncover insights to drive strategic outcomes for clients.
This role requires strong analytical skills, a deep understanding of financial data, and the ability to communicate findings clearly to internal teams and clients. You will collaborate across service lines and industries to deliver high-impact solutions.
What Will You Do
- Design and build client management reports and dashboards using financial and operational data
- Develop and maintain cash flow forecasts, budgets, and long-term financial models
- Perform data analytics to identify trends, anomalies, and opportunities for improvement
- Translate complex data into actionable insights for client decision-making
- Collaborate with internal teams to optimize reporting processes and automate workflows
- Communicate findings and recommendations clearly to clients and stakeholders
- Support onboarding and ongoing engagements with data-driven reporting tools
- Mentor associates and contribute to team development
- Engage with clients across various industries to support strategic planning and performance improvement
- Leverage technology to enhance data accuracy, reporting efficiency, and client experience
What Will You Need
Bachelor's degree in accounting, finance, data analytics, or related field4+ years of experience in financial analysis, data analytics, or FP&AStrong understanding of financial statements, budgeting, and forecastingProficiency in Excel and data visualization tools (e.g., Power BI, Tableau)Experience with accounting and ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks)Excellent written and oral communication skillsAbility to manage multiple projects and meet deadlines in a dynamic environmentStrong attention to detail and analytical thinkingAbility to work independently and collaboratively within a teamPreferred Qualifications
Experience in client-facing advisory or consulting rolesFamiliarity with SQL or other data querying languagesExperience with automation tools and workflow optimizationWhy You Should Join Us
We believe that when our employees are able to thrive in all facets of life, their work and impact are greater. Benefits include generous time away, flexible schedules, comprehensive health and wellness programs, coaching, leadership development, and opportunities to expand your life personally and professionally.
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