SENIOR DATA ANALYST

Position: Senior Data Analyst

Job Type: (Remote)

Job Summary

The Senior Data Analyst — Financial Data Analysis is responsible for analyzing financial, operational, and business data to provide actionable insights that support financial planning, forecasting, budgeting, reporting, and strategic decision-making. This position works closely with Finance, Accounting, FP&A, Operations, and senior management to identify trends, evaluate financial performance, improve reporting processes, and develop data-driven recommendations.

Key Responsibilities

• Analyze financial and operational data to identify trends, variances, risks, and opportunities.

• Perform financial analysis related to revenue, expenses, profitability, cash flow, budgets, and forecasts.

• Develop and maintain financial reports, dashboards, and key performance indicators (KPIs).

• Conduct budget-to-actual and forecast-to-actual variance analysis.

• Support monthly, quarterly, and annual financial reporting activities.

• Prepare financial models, forecasts, and scenario analyses to support business planning.

• Analyze revenue and expense trends and identify key drivers of financial performance.

• Work with Finance and Accounting teams to reconcile financial data and investigate discrepancies.

• Extract, transform, and analyze data from ERP, accounting, financial, and operational systems.

• Use SQL, Excel, Power BI, Tableau, or similar tools to analyze and visualize financial information.

• Develop automated reporting solutions to improve the efficiency and accuracy of financial analysis.

• Create executive-level reports and presentations that communicate financial performance and business insights.

• Support FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.

• Analyze profitability by product, customer, business unit, department, or other relevant dimensions.

• Perform ad-hoc financial analysis and provide data-driven recommendations to management.

• Identify opportunities for cost reduction, process improvement, and improved financial performance.

• Validate financial data and ensure reports are accurate, complete, and consistent.

• Collaborate with Accounting, FP&A, Treasury, Operations, IT, and other departments on financial data initiatives.

• Document reporting processes, data sources, calculations, and analytical methodologies.

• Maintain confidentiality and security of sensitive financial and business information.

• Mentor junior analysts and support the development of financial analytics best practices.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, or a related field.

• 4–7 years of experience in financial analysis, data analytics, FP&A, business intelligence, or a related field.

• Strong knowledge of financial statements, accounting principles, budgeting, forecasting, and financial analysis.

• Advanced Microsoft Excel skills, including pivot tables, formulas, lookups, and financial modeling.

• Strong SQL skills and experience working with financial and business datasets.

• Experience with Power BI, Tableau, or other business intelligence and data visualization platforms.

• Strong analytical and problem-solving skills.

• Ability to interpret complex financial information and translate it into actionable business insights.

• Excellent written and verbal communication skills.

• Strong attention to detail and ability to work with confidential financial information.

Preferred Qualifications

• Master's degree in Finance, Business Analytics, Data Science, Accounting, or a related field.

• CPA, CFA, or other relevant professional certification is a plus.

• Experience with ERP systems such as SAP, Oracle, NetSuite, or Microsoft Dynamics.

• Experience with financial planning and analysis (FP&A).

• Experience with financial forecasting and scenario modeling.

• Knowledge of data warehouses, ETL processes, and financial data integration.

• Experience with Python or R for advanced financial analytics.

• Experience working with large and complex financial datasets.

• Knowledge of automation and financial reporting optimization.

Key Skills

• Financial Data Analysis

• Financial Modeling

• Budgeting & Forecasting

• Variance Analysis

• Revenue & Expense Analysis

• Profitability Analysis

• Financial Reporting

• FP&A

• SQL

• Advanced Excel

• Power BI / Tableau

• Data Visualization

• KPI Development

• Data Reconciliation

• Forecasting & Scenario Analysis

• Business Intelligence

• Data Quality & Validation

• Process Automation

• Financial Statement Analysis

• Business Problem Solving

Core Competencies

• Financial Acumen: Strong understanding of financial statements, accounting concepts, budgeting, forecasting, and financial performance.

• Analytical Thinking: Ability to identify trends, investigate variances, and interpret complex financial datasets.

• Business Partnership: Ability to work effectively with Finance, Accounting, Operations, and senior management.

• Data Accuracy: Strong attention to detail and commitment to maintaining reliable financial information.

• Communication: Ability to present complex financial analysis in a clear and concise manner.

• Problem Solving: Ability to identify financial issues and develop data-driven solutions.

• Leadership: Ability to lead analytical projects and mentor junior analysts.