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: • 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 • Strong analytical and problem-solving skills • Excellent communication and presentation abilities ⭐ Preferred Qualifications • Experience with: • Python • R • advanced analytics workflows • Familiarity with: • 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.