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.