Financial & Data Analyst

💼 Financial Analyst / Data Analyst (FP&A, SQL, BI & Financial Modeling)

Full-Time Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly analytical and data-driven Financial Analyst / Data Analyst to help transform financial and operational data into actionable business insights.

This role is ideal for someone who enjoys

• financial modeling,

• business intelligence,

• reporting,

• forecasting,

• and turning complex datasets into clear strategic recommendations.

You’ll work closely with leadership, finance, operations, and cross-functional teams to improve visibility into company performance and support smarter decision-making through accurate reporting and analysis.

This role combines

• FP&A,

• financial analysis,

• data analytics,

• dashboarding,

• and business intelligence.

🔥 What You’ll Own

Financial Modeling & Strategic Analysis

• Build and maintain:

• 3-statement financial models

• ROI models

• IRR calculations

• break-even analyses

• forecasting models

• Conduct:

• scenario analysis

• sensitivity analysis

• variance analysis

• Support strategic business and investment decisions with financial insights

• Improve model accuracy and reporting reliability

Data Analysis & Business Intelligence

• Query and analyze large datasets using SQL

• Extract and transform financial and operational data

• Identify:

• trends,

• anomalies,

• risks,

• and growth opportunities

• Build scalable reporting frameworks and KPI tracking systems

• Ensure data consistency and reporting accuracy across teams

Dashboards & Executive Reporting

• Build dashboards using:

• Power BI

• Tableau

• Looker

• Prepare:

• monthly reporting packages

• KPI dashboards

• executive summaries

• board-level reporting

• Present actionable insights clearly to leadership and stakeholders

• Improve reporting visibility across departments

Forecasting & Budget Support

• Support rolling forecasts and budgeting processes

• Incorporate real-time business performance into forecasting models

• Analyze budget vs. actual performance

• Help leadership understand operational and financial drivers

Data Quality & Governance

• Validate datasets and reporting outputs for accuracy

• Maintain documentation for:

• models,

• methodologies,

• assumptions,

• and reporting logic

• Improve data hygiene and reporting consistency

• Ensure reporting processes remain scalable and repeatable

Cross-Functional Collaboration

• Partner with:

• finance,

• operations,

• sales,

• and leadership teams

• Translate data into actionable business recommendations

• Help stakeholders understand performance metrics and trends

• Support strategic planning and operational decision-making

✅ Required Experience & Skills

• 2+ years of experience in:

• financial analysis,

• FP&A,

• business intelligence,

• or data analytics

• Advanced Excel / Google Sheets skills:

• pivot tables

• INDEX/MATCH

• nested formulas

• macros

• scenario modeling

• Strong SQL skills for querying and joining datasets

• Experience preparing:

• variance analyses

• management reporting

• KPI dashboards

• Strong analytical and problem-solving skills

• Excellent communication and presentation abilities

⭐ Preferred Qualifications

• Experience with:

• Python

• R

• advanced analytics workflows

• Familiarity with:

• Tableau

• Power BI

• Looker

• ERP experience:

• NetSuite

• SAP

• Oracle

• Experience in:

• SaaS

• finance

• healthcare

• professional services

• Exposure to forecasting and strategic finance initiatives

🧠 What Makes You a Strong Fit

• You enjoy solving business problems through data

• You can simplify complex financial insights clearly

• You combine strong technical skills with business thinking

• You care deeply about accuracy and reporting quality

• You proactively identify trends, inefficiencies, and opportunities

• You thrive in fast-paced, data-driven environments

📅 What a Typical Day Looks Like

• Pull and analyze financial and operational data using SQL

• Update forecasting and financial models with new actuals

• Build or refine dashboards for leadership reporting

• Conduct variance analysis and identify performance trends

• Collaborate with finance and operations teams on reporting needs

• Prepare executive-ready insights and recommendations

• Improve reporting workflows and automate repetitive tasks

In short

You help leadership make smarter, faster decisions by turning raw financial and operational data into clear, actionable insights.

📊 Key Metrics for Success (KPIs)

• Forecast accuracy within target ranges

• Timely delivery of reporting and dashboards

• Reduction in reporting errors and inconsistencies

• Quality and usability of dashboards and insights

• Positive stakeholder feedback on analysis and recommendations

• Improved visibility into business performance and KPIs

🌟 Why This Role Stands Out

• High visibility across finance and leadership teams

• Blend of finance, analytics, and business intelligence

• Exposure to strategic planning and operational decision-making

• Opportunity to build scalable reporting infrastructure

• Strong growth path into:

• Senior FP&A

• Business Intelligence

• Strategic Finance

• Analytics Leadership

🧪 Interview Process

• Initial Phone Screen

• Video Interview with Recruiter

• Practical Assessment (financial model or dashboard exercise)

• Client Interview

• Offer & Onboarding

👉 Apply Now

If you

• love financial modeling and analytics,

• enjoy working with data and dashboards,

• can translate numbers into strategic insights,

• and thrive in fast-moving business environments,

this role is a strong fit for you.