Financial & Data Analyst

Financial Analyst / Data Analyst – Remote | SQL, Excel, BI Tools | U.S. Hours

Position Type: Full-Time, Remote

Working Hours: U.S. Client Business Hours

About the Role

We’re hiring a Financial Analyst / Data Analyst to turn complex data into clear, actionable insights that drive business decisions.

This role sits at the intersection of finance, data, and strategy — you’ll build models, analyze performance, and create dashboards that leadership relies on daily.

If you’re someone who can **connect numbers to real business impact **, this is where you thrive.

What You’ll Own

Financial Modeling & Analysis

• Build and maintain 3-statement financial models (P&L, Balance Sheet, Cash Flow)
• Perform scenario analysis, sensitivity modeling, and forecasting
• Analyze ROI, IRR, break-even points, and investment performance
• Support strategic decision-making with data-backed financial insights

Data Analysis & Insights

• Query and analyze datasets using SQL
• Clean, structure, and transform data using Python, R, or Excel
• Perform variance analysis (actual vs. forecast vs. budget)
• Identify trends, risks, and opportunities across datasets

Reporting & Dashboards

• Build dashboards using:

  • Tableau
  • Power BI
  • Looker

• Prepare monthly reports, executive summaries, and board decks

• Ensure reporting is consistent, accurate, and easy to interpret

Forecasting & Budgeting

• Support FP&A processes and rolling forecasts
• Integrate real-time performance into financial projections
• Help improve forecasting accuracy and business planning

Data Quality & Governance

• Validate data sources and ensure consistency
• Document models, assumptions, and methodologies
• Maintain clean, reliable datasets for decision-making

Cross-Functional Collaboration

• Partner with finance, operations, sales, and leadership
• Translate data into clear, actionable business insights
• Support key decisions with structured analysis

What Success Looks Like

• Leadership trusts your numbers and insights
• Forecasts are accurate and actionable
• Dashboards are clear, reliable, and used daily
• Business decisions are driven by your analysis
• Data quality and reporting consistency improve over time

What Makes You a Strong Fit

• Analytical thinker who simplifies complex data
• Detail-oriented with high accuracy standards
• Strong communicator (not just numbers — insights)
• Comfortable working with large datasets and ambiguity
• Proactive in identifying trends and opportunities

Requirements (Must-Have)

Experience

• 2+ years in:

  • Financial Analysis
  • FP&A
  • Data Analytics

Core Skills

• Advanced Excel / Google Sheets:

  • Pivot Tables
  • INDEX/MATCH
  • Data modeling

• Strong SQL skills (queries, joins, data extraction)

• Experience with financial reporting and variance analysis

Technical Stack

• BI Tools:

  • Tableau
  • Power BI
  • Looker

• Data tools:

  • SQL
  • Excel / Google Sheets

Nice to Have

• Python or R for data analysis

• Experience with ERP systems:

  • NetSuite
  • SAP
  • Oracle

• Industry experience:

  • SaaS
  • Finance
  • Healthcare

• Experience building executive dashboards

What a Typical Day Looks Like

• Pull and clean data from SQL or ERP systems
• Update financial models with new data
• Run scenario and variance analysis
• Build or refine dashboards for leadership
• Present insights and recommendations to stakeholders

In short:

You turn raw data into clear insights that drive business decisions.

Key Metrics (KPIs)

• Forecast accuracy (±5–10%)
• Timely reporting delivery
• Dashboard reliability and usability
• Data accuracy and consistency
• Leadership satisfaction with insights

Interview Process

• Initial Phone Screen
• Video Interview with Recruiter
• Practical Task (model or dashboard)
• Client Interview
• Offer & Background Verification

Apply Now

If you’re someone who enjoys **working with data, building models, and influencing decisions through insights **, this role gives you direct impact on business strategy.

Apply now and become the bridge between data and decision-making.