Financial Data Analyst - Senior Consultant

Overview

This role involves analyzing complex financial and operational datasets and building reliable Excel-based automation and reporting solutions. The work combines data transformation, discrepancy identification, and trend analysis, including integrating and reconciling information from multiple sources.

Responsibilities

• Analyze large and complex financial and operational datasets to identify trends, discrepancies, relationships, and data-quality issues.
• Compare datasets from multiple systems and identify differences, missing records, duplicates, and reconciliation issues.
• Perform complex joins, merges, lookups, aggregations, and data transformations across multiple data sources.
• Develop and maintain sophisticated Power Query solutions for data ingestion, cleansing, transformation, reconciliation, and reporting.
• Build and maintain VBA macros and Excel automation to streamline repetitive processes and improve accuracy and efficiency.
• Design analytical processes that are repeatable, auditable, and scalable.
• Work with complex Excel workbooks and financial models, understanding formulas, dependencies, assumptions, calculations, and data flows.
• Validate data used in financial models and reporting and investigate unexpected results or variances.
• Translate business and financial requirements into practical data-analysis and automation solutions.
• Partner with business teams to understand reporting requirements, troubleshoot data issues, and improve existing processes.
• Document data transformations, business rules, assumptions, and automated processes.

Required Qualifications

• Advanced expertise in Microsoft Excel, including complex formulas, pivot tables, lookups, dynamic data analysis, and large datasets.
• Advanced hands-on experience with Power Query (M), including merging and appending queries, conditional transformations, grouping, data cleansing, and combining data from multiple sources.
• Strong VBA development and Excel automation skills.
• Strong understanding of relational data concepts, including joins, keys, relationships, aggregations, and data transformation.
• Demonstrated ability to compare and reconcile large datasets and systematically investigate differences.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Experience working with financial or accounting data.
• Working knowledge of financial models, including the ability to understand model inputs, assumptions, calculations, outputs, and dependencies.
• Ability to independently take an ambiguous data problem, determine the appropriate analytical approach, and produce accurate and understandable results.

Preferred Qualifications

• Experience with SQL and relational databases.
• Experience with Power BI, Power Pivot, DAX, or similar business-intelligence tools.
• Familiarity with government-contract financial concepts such as contract funding and indirect rates.
• Experience automating manual Finance or operational reporting processes.
• Experience integrating Excel with databases, flat files, APIs, SharePoint, or other enterprise data sources.
• Experience with cost-plus accounting, including an understanding of direct and indirect costs, cost allocation, indirect rates, and related financial analysis.
• Familiarity with Deltek Costpoint, particularly financial, project accounting, billing, or reporting functionality.
• Familiarity with financial statements, forecasting, budgeting, variance analysis, or management reporting.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Work location status is discussed with a talent acquisition professional for opportunities being explored.