Financial & Data Analyst

Role Summary

• Financial Analyst / Data Analyst – Remote | SQL, Excel, BI Tools | U.S. Hours
• Position Type: Full-Time, Remote
• Working Hours: U.S. Client Business Hours

We’re hiring a Financial Analyst / Data Analyst to turn complex data into clear, actionable insights that drive business decisions.

This role sits at the intersection of finance, data, and strategy — you’ll build models, analyze performance, and create dashboards that leadership relies on daily.

If you’re someone who can connect numbers to real business impact , this is where you thrive.

Build dashboards using

• Tableau
• Power BI
• Looker
• Prepare monthly reports, executive summaries, and board decks
• Ensure reporting is consistent, accurate, and easy to interpret
• Forecasting & Budgeting
• Support FP&A processes and rolling forecasts
• Integrate real-time performance into financial projections
• Help improve forecasting accuracy and business planning
• Data Quality & Governance
• Validate data sources and ensure consistency
• Document models, assumptions, and methodologies
• Maintain clean, reliable datasets for decision-making
• Cross-Functional Collaboration
• Partner with finance, operations, sales, and leadership
• Translate data into clear, actionable business insights
• Support key decisions with structured analysis
• What Success Looks Like
• Leadership trusts your numbers and insights
• Forecasts are accurate and actionable
• Dashboards are clear, reliable, and used daily
• Business decisions are driven by your analysis
• Data quality and reporting consistency improve over time
• What Makes You a Strong Fit
• Analytical thinker who simplifies complex data
• Detail-oriented with high accuracy standards
• Strong communicator (not just numbers — insights)
• Comfortable working with large datasets and ambiguity
• Proactive in identifying trends and opportunities
• Requirements (Must-Have)

2+ years in

• Financial Analysis
• FP&A
• Data Analytics

Advanced Excel / Google Sheets

• Pivot Tables
• INDEX/MATCH
• Data modeling
• Strong SQL skills (queries, joins, data extraction)
• Experience with financial reporting and variance analysis
• Technical Stack

BI Tools

• Tableau
• Power BI
• Looker

Data tools

SQL

Excel / Google Sheets

Experience with ERP systems

• NetSuite
• SAP
• Oracle

Industry experience

• SaaS
• Finance
• Healthcare
• Experience building executive dashboards
• What a Typical Day Looks Like
• Pull and clean data from SQL or ERP systems
• Update financial models with new data
• Run scenario and variance analysis
• Build or refine dashboards for leadership
• Present insights and recommendations to stakeholders

In short

You turn raw data into clear insights that drive business decisions.

• Key Metrics (KPIs)
• Forecast accuracy (±5–10%)
• Timely reporting delivery
• Dashboard reliability and usability
• Data accuracy and consistency
• Leadership satisfaction with insights

Responsibilities

• Financial Modeling & Analysis
• Build and maintain 3-statement financial models (P&L, Balance Sheet, Cash Flow)
• Perform scenario analysis, sensitivity modeling, and forecasting
• Analyze ROI, IRR, break-even points, and investment performance
• Support strategic decision-making with data-backed financial insights
• Data Analysis & Insights
• Query and analyze datasets using SQL
• Clean, structure, and transform data using Python, R, or Excel
• Perform variance analysis (actual vs. forecast vs. budget)
• Identify trends, risks, and opportunities across datasets
• Reporting & Dashboards

Requirements

• Nice to Have
• Python or R for data analysis

About the Company

Work directly with leadership in a highly visible role.

Operate at the forefront of AI, marketing, and automation.

Gain exposure across content, growth, outreach, events, and operations.

Significant ownership and creative freedom.

Opportunity to build systems that directly impact business growth.

Fully remote work environment.

Additional Information

• Initial Phone Screen
• Video Interview with Recruiter
• Practical Task (model or dashboard)
• Client Interview
• Offer & Background Verification
• Apply Now

If you’re someone who enjoys working with data, building models, and influencing decisions through insights , this role gives you direct impact on business strategy.

Apply now and become the bridge between data and decision-making.