Lead Finance Transformation Data Analyst

Overview

This role involves leading finance transformation data reporting efforts for scalable, repeatable financial outputs. You will build reporting packages around core metrics and partner with FP&A leaders to standardize processes, definitions, and deliverables that support executive and operational decision-making.

Location: Remote, US

Responsibilities

• Partner with FP&A leaders to identify reporting gaps and build scalable, repeatable reporting packages centered on core financial and operational metrics.
• Design and maintain a comprehensive reporting playbook that standardizes processes, definitions, and outputs across the finance function.
• Produce accurate and timely monthly, quarterly, and ad hoc financial reports and data deliverables to support executive and operational decision-making.
• Evaluate and improve existing data practices to ensure financial data is structured, reliable, and accessible in a consistent and scalable way.
• Collaborate with IT and Finance Systems teams to leverage tools including MS SQL, Azure, and data warehouse environments to enhance reporting capabilities.
• Analyze large datasets and develop visual dashboards that surface real-time financial insights and support FP&A storytelling and strategic planning.

Technology Tools

• MS SQL: Experience querying and managing relational databases.
• Microsoft Azure: Familiarity with cloud-based data and analytics services.
• Data Warehouse: General experience working within data warehouse environments to support financial reporting and analytics.

Requirements (Role Essentials)

• Bachelor’s degree in Finance, Accounting, Business Administration, Data Analytics, or a related field.
• 7+ years of progressive experience in finance, accounting, financial systems, or data analytics roles.
• Demonstrated experience building repeatable financial reporting packages and partnering with FP&A or finance leadership teams.
• Expert Excel skills and experience with business intelligence tools (e.g., Power BI, Tableau).
• Proficiency in process mapping, data documentation, and continuous improvement methodologies.

Preferred Qualifications

• Experience designing and maintaining financial reporting playbooks or standardized reporting frameworks.
• Strong financial modeling, valuation, and advanced analytical skills.
• Familiarity with ERP, EPM, or data warehouse platforms in a finance context.
• Proven ability to work independently to stand up new processes and reporting capabilities from the ground up.
• Experience driving data practice improvements, including data governance, definitions, and quality standards.

Equal Opportunity

Employment decisions are made without regard to any characteristic protected by applicable laws and regulations. Information collected during the hiring process is used to assess qualifications, verify identity, and comply with legal requirements.