Financial & Data Analyst
Job Title: Financial Analyst / Data Analyst
Position Type: Full-Time, Remote
Working Hours: U.S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)
About the Role
Our client is seeking a Financial Analyst / Data Analyst to build financial models, analyze operational and financial performance, and deliver data-driven insights that support strategic decision-making.
This role combines financial analysis with modern data analytics, requiring strong quantitative skills, business acumen, and proficiency with reporting and BI tools. The Financial Analyst / Data Analyst serves as the bridge between raw data and executive strategy — ensuring reporting is accurate, actionable, and aligned with business goals.
The ideal candidate is analytical, detail-oriented, and capable of transforming complex datasets into clear recommendations for leadership and cross-functional teams.
Responsibilities
Financial Modeling & Strategic Analysis
- Build and maintain 3-statement financial models including P&L, balance sheet, and cash flow projections
• Create scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunities
• Support forecasting, budgeting, and long-range planning initiatives
• Analyze financial performance and identify trends impacting profitability, growth, and operational efficiency
Data Analysis & Reporting
- Query SQL databases and work with large structured datasets
• Clean, transform, and validate data using Excel, Python, R, or related tools
• Conduct variance analysis comparing actual performance against budgets and forecasts
• Develop recurring and ad hoc reports for finance, operations, and leadership teams
Dashboard Development & Business Intelligence
- Build and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI tools
• Ensure reporting consistency, data integrity, and standardized metric definitions across departments
• Create executive-ready visualizations and reporting packages for leadership and board presentations
• Improve visibility into operational and financial performance through automated reporting systems
Forecasting, Planning & Business Support
- Partner with FP&A, finance, sales, and operations teams to refine forecasts and budgets
• Incorporate real-time business trends into rolling forecasts and scenario planning
• Support strategic initiatives through financial and operational analysis
• Translate business needs into measurable KPIs and analytical frameworks
Data Governance & Accuracy
- Validate and reconcile data sources to ensure accuracy and reliability
• Document methodologies, assumptions, and reporting processes for transparency and repeatability
• Identify opportunities to improve reporting efficiency, automation, and data quality
• Maintain organized, audit-ready documentation and analysis workflows
Cross-Functional Collaboration
- Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams
• Present findings and recommendations clearly to both technical and non-technical audiences
• Support decision-making with concise, actionable insights backed by data and financial analysis
What Makes You a Perfect Fit
- Strong analytical thinker capable of turning complex data into simple, actionable insights
• Highly detail-oriented with strong standards for accuracy and consistency
• Excellent communicator comfortable presenting to executives and stakeholders
• Curious and proactive in identifying trends, opportunities, and operational risks
• Strong balance of technical analysis and business understanding
Required Experience & Skills
- 2+ years of experience in financial analysis, FP&A, business intelligence, or data analytics
• Advanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modeling
• Strong SQL skills for querying and analyzing datasets
• Ex