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.