Financial & Data Analyst

Financial Analyst / Data Analyst - Remote SQL, Excel, BI Tools U.S. Hours Position Type: Full-Time, Remote Working Hours: U.S. Client Business Hours About the Role We're hiring a Financial Analyst / Data Analyst to turn complex data into clear, actionable insights that drive business decisions. This role sits at the intersection of finance, data, and strategy - you'll build models, analyze performance, and create dashboards that leadership relies on daily. If you're someone who can connect numbers to real business impact, this is where you thrive. What You'll Own Financial Modeling & Analysis Build and maintain 3-statement financial models (P&L, Balance Sheet, Cash Flow) Perform scenario analysis, sensitivity modeling, and forecasting Analyze ROI, IRR, break-even points, and investment performance Support strategic decision-making with data-backed financial insights Data Analysis & Insights Query and analyze datasets using SQL Clean, structure, and transform data using Python, R, or Excel Perform variance analysis (actual vs. forecast vs. budget) Identify trends, risks, and opportunities across datasets Reporting & Dashboards Build dashboards using: Tableau Power BI Looker Prepare monthly reports, executive summaries, and board decks Ensure reporting is consistent, accurate, and easy to interpret Forecasting & Budgeting Support FP&A processes and rolling forecasts Integrate real-time performance into financial projections Help improve forecasting accuracy and business planning Data Quality & Governance Validate data sources and ensure consistency Document models, assumptions, and methodologies Maintain clean, reliable datasets for decision-making Cross-Functional Collaboration Partner with finance, operations, sales, and leadership Translate data into clear, actionable business insights Support key decisions with structured analysis What Success Looks Like Leadership trusts your numbers and insights Forecasts are accurate and actionable Dashboards are clear, reliable, and used daily Business decisions are driven by your analysis Data quality and reporting consistency improve over time What Makes You a Strong Fit Analytical thinker who simplifies complex data Detail-oriented with high accuracy standards Strong communicator (not just numbers - insights) Comfortable working with large datasets and ambiguity Proactive in identifying trends and opportunities Requirements (Must-Have) Experience 2+ years in: Financial Analysis FP&A Data Analytics Core Skills Advanced Excel / Google Sheets: Pivot Tables INDEX/MATCH Data modeling Strong SQL skills (queries, joins, data extraction) Experience with financial reporting and variance analysis Technical Stack BI Tools: Tableau Power BI Looker Data tools: SQL Excel / Google Sheets Nice to Have Python or R for data analysis Experience with ERP systems: NetSuite SAP Oracle Industry experience: SaaS Finance Healthcare Experience building executive dashboards What a Typical Day Looks Like Pull and clean data from SQL or ERP systems Update financial models with new data Run scenario and variance analysis Build or refine dashboards for leadership Present insights and recommendations to stakeholders In short: You turn raw data into clear insights that drive business decisions. Key Metrics (KPIs) Forecast accuracy (±5-10%) Timely reporting delivery Dashboard reliability and usability Data accuracy and consistency Leadership satisfaction with insights Interview Process Initial Phone Screen Video Interview with Recruiter Practical Task (model or dashboard) Client Interview Offer & Background Verification Apply Now If you're someone who enjoys working with data, building models, and influencing decisions through insights, this role gives you direct impact on business strategy. Apply now and become the bridge between data and decision-making.