Financial Data Analyst

Overview

This full-time Financial Data Analyst role supports the success of independent optometrists by providing data-driven insights and maintaining financial data processes. The position involves collaborating across departments to improve workflows, build analytical models, and deliver accurate reporting that drives business performance.

Responsibilities

Data Entry

• Perform monthly updates for recurring dashboards and reports with the latest data.
• Support quarterly vendor data uploads into the internal finance database, ensuring accuracy and timeliness.
• Create follow-up reports and develop next-step processes.
• Collaborate with various departments to enhance workflow strategies and communicate process changes.
• Identify opportunities to leverage data insights to optimize business performance and strategic initiatives.

Database Maintenance

• Monitor data inputs from multiple sources (Microsoft SQL, vendor data, Datarails, etc.) and correct inaccuracies.
• Maintain data performance and health across communication channels, including workflow builds, personalized content modules, list hygiene, and deliverability.
• Identify quality assurance opportunities and develop documentation and processes to ensure operational excellence.
• Perform other related duties as assigned.

Data Insights

• Support ad hoc reporting requests by gathering requirements, collecting data, building outputs, deriving insights, and iterating with stakeholders.
• Provide analytical expertise and support for higher-level projects and initiatives.

Requirements

• 0-2 years of experience working with data.
• Bachelor's degree required; preferred fields include Data Analysis, Accounting, or Finance.
• Proficient with Microsoft Office suite, including Outlook and Excel.
• Experience with analytics tools such as Google Analytics and Tableau is preferred.
• Knowledge of Datarails, Adaptive, Oracle Hyperion, and Microsoft SQL is a plus.
• Financial analysis experience is a plus.
• Ability to work independently and collaboratively across teams.
• Excellent written and verbal communication skills.
• Strong time management, decision-making ability, and attention to detail.
• Well organized and able to thrive in a fast-paced, dynamic environment.

Location

This is a full-time position; specific location details are not provided.