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

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Statistics, Business, Mathematics, Computer Science, or a related field.

• 2–5 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.