💼 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:
- 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:
- ERP experience:
- 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.