Financial Data Analyst

Overview

This role involves preparing and maintaining financial reports using business intelligence (BI) tools such as Microsoft PowerBI, SQL Server Management Studio (SSMS), Tableau, and Excel. The Financial Data Analyst supports Senior Leadership and the Finance organization by providing key financial data analysis and insights to facilitate sound decision-making.

Responsibilities

• Develop decision-making reports and models using AI and BI tools including PowerBI, Tableau, and SQL
• Collaborate with data analytics teams to build next-generation AI tools for financial performance impact analysis, financial modeling, and variance analysis between actual and planned results
• Review journal entries and supporting documentation to ensure accurate financial reporting
• Update and maintain detailed budget and forecast models to support high-quality decision making
• Prepare and deliver monthly management reports
• Manage and continuously improve data collection processes for reporting and key metrics analysis
• Apply advanced planning skills to manage tasks to timely and successful completion
• Support the Finance team with additional duties as assigned

Requirements

• Strong working knowledge of AI tools and capabilities, PowerBI, Tableau, and other BI visualization tools
• Currently pursuing or completed a 4-year degree with significant BI tools component and proven quantitative experience
• 1-3 years of relevant work experience is a plus
• High proficiency in Microsoft SQL Server and Microsoft PowerBI
• Intermediate understanding of Tableau or other data visualization tools
• Experience with Microsoft Office suite (Outlook, PowerPoint, Excel, Word)
• Experience with Microsoft Visual Studio is a plus
• Excellent analytical and problem-solving skills
• Advanced attention to detail while maintaining awareness of the big picture
• Ability to analyze and interpret data effectively
• Strong written and verbal communication skills
• Ability to listen and comprehend information and ideas presented verbally

Work Environment

• Typical office environment requiring prolonged sitting and computer use
• Requires hand-eye coordination and manual dexterity to operate standard office equipment
• May involve occasional high-stress situations when dealing with customers or clients
• Some travel may be required

Equal Opportunity

The employer is an Equal Opportunity Employer (M/F/D/V).