Financial Data Analyst (The Insightful Numbers Expert)

We’re looking for a Financial Data Analyst (aka The Insightful Numbers Expert) to analyze financial data, identify trends, and help guide informed decisions that improve profitability and operational efficiency.

As a Financial Data Analyst at our client, you’ll work closely with finance teams, data scientists, and business leaders to gather, analyze, and interpret financial data. You’ll develop reports, build predictive models, and provide insights that help drive key business decisions, contributing to the overall financial health of the company.

Key Responsibilities:

1. Analyze Financial Data and Develop Insights:

• Gather, analyze, and interpret financial data to identify trends, variances, and opportunities for growth. You’ll create detailed financial reports that provide clear insights into revenue streams, expenses, and profitability.
• Build Predictive Models and Forecasting Tools:
• Develop predictive models using statistical techniques and machine learning algorithms to forecast financial performance, project future revenues, and predict costs. You’ll help guide budgeting and financial planning with data-driven forecasts.
• Collaborate with Cross-Functional Teams:
• Work closely with finance, operations, and business teams to ensure alignment between data insights and business objectives. You’ll provide data analysis and insights that help stakeholders understand the financial impact of strategic decisions.
• Monitor Financial Performance Metrics:
• Track key financial metrics such as profit margins, cost variances, and cash flow. You’ll develop dashboards and reports that help monitor performance in real-time, ensuring the company stays on track with its financial goals.
• Support Budgeting and Forecasting Processes:
• Provide financial analysis to support budgeting, forecasting, and long-term financial planning. You’ll assist in scenario analysis to evaluate the financial impact of various business strategies, helping to drive data-informed decision-making.
• Identify Cost-Saving Opportunities:
• Analyze spending patterns and operational costs to identify opportunities for cost savings and improved efficiency. You’ll provide recommendations to improve profitability and operational effectiveness based on your financial analysis.
• Ensure Data Accuracy and Integrity:
• Work to ensure the accuracy and integrity of financial data by developing robust data validation processes. You’ll ensure that the data used for analysis is reliable and trustworthy, contributing to informed decision-making.

Requirements

Required Skills:

• Data Analysis and Financial Modeling: Strong experience in financial data analysis, with expertise in building financial models, performing trend analysis, and using statistical techniques to analyze large datasets. You’re proficient in Excel, SQL, and data analysis tools like Python or R.
• Predictive Modeling and Forecasting: Experience developing predictive models to forecast financial performance and project revenues and costs. You’re familiar with machine learning algorithms and techniques for financial forecasting.
• Data Visualization: Proficiency in data visualization tools such as Power BI, Tableau, or other dashboarding tools. You can create visualizations that communicate complex financial data clearly and effectively.
• Collaboration and Communication: Excellent collaboration skills with the ability to work cross-functionally with finance, operations, and business teams. You can explain data insights to both technical and non-technical stakeholders.
• Attention to Detail: Strong attention to detail and accuracy when analyzing financial data. You’re skilled at validating data and ensuring that all analysis is based on accurate, high-quality data.

Educational Requirements:

• Bachelor’s or Master’s degree in Finance, Economics, Data Science, Mathematics, or a related field. Equivalent experience in financial data analysis is highly valued.
• Certifications such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or similar are a plus.

Experience Requirements:

• 3+ years of experience in financial data analysis, with hands-on experience analyzing financial statements, building financial models, and developing data-driven insights.
• Experience working with financial data in industries such as finance, banking, insurance, or tech is highly desirable.
• Experience using data analysis tools such as Python, R, Excel, SQL, or similar tools is highly desirable.

• Health and Wellness: Comprehensive medical, dental, and vision insurance plans with low co-pays and premiums.
• Paid Time Off: Competitive vacation, sick leave, and 20 paid holidays per year.
• Work-Life Balance: Flexible work schedules and telecommuting options.
• Professional Development: Opportunities for training, certification reimbursement, and career advancement programs.
• Wellness Programs: Access to wellness programs, including gym memberships, health screenings, and mental health resources.
• Life and Disability Insurance: Life insurance and short-term/long-term disability coverage.
• Employee Assistance Program (EAP): Confidential counseling and support services for personal and professional challenges.
• Tuition Reimbursement: Financial assistance for continuing education and professional development.
• Community Engagement: Opportunities to participate in community service and volunteer activities.
• Recognition Programs: Employee recognition programs to celebrate achievements and milestones.