Financial & Data Analyst

Role Summary

💼 Financial Analyst / Data Analyst (FP&A, SQL, BI & Financial Modeling)

Full-Time Remote | U.S. Business Hours

We’re hiring a highly analytical and data-driven Financial Analyst / Data Analyst to help transform financial and operational data into actionable business insights.

This role is ideal for someone who enjoys

• financial modeling,
• business intelligence,
• reporting,
• forecasting,

and turning complex datasets into clear strategic recommendations.

You’ll work closely with leadership, finance, operations, and cross-functional teams to improve visibility into company performance and support smarter decision-making through accurate reporting and analysis.

This role combines

• FP&A,
• financial analysis,
• data analytics,
• dashboarding,

and business intelligence.

Build and maintain

• 3-statement financial models
• ROI models
• IRR calculations
• break-even analyses
• forecasting models

Conduct

• scenario analysis
• sensitivity analysis
• variance analysis
• Support strategic business and investment decisions with financial insights
• Improve model accuracy and reporting reliability
• Data Analysis & Business Intelligence
• Query and analyze large datasets using SQL
• Extract and transform financial and operational data

Identify

• trends,
• anomalies,
• risks,
• and growth opportunities
• Build scalable reporting frameworks and KPI tracking systems
• Ensure data consistency and reporting accuracy across teams
• Dashboards & Executive Reporting

Build dashboards using

• Power BI
• Tableau
• Looker

Prepare

• monthly reporting packages
• KPI dashboards
• executive summaries
• board-level reporting
• Present actionable insights clearly to leadership and stakeholders
• Improve reporting visibility across departments
• Forecasting & Budget Support
• Support rolling forecasts and budgeting processes
• Incorporate real-time business performance into forecasting models
• Analyze budget vs. actual performance
• Help leadership understand operational and financial drivers
• Data Quality & Governance
• Validate datasets and reporting outputs for accuracy

Maintain documentation for

• models,
• methodologies,
• assumptions,
• and reporting logic
• Improve data hygiene and reporting consistency
• Ensure reporting processes remain scalable and repeatable
• Cross-Functional Collaboration

Partner with

• finance,
• operations,
• sales,
• and leadership teams
• Translate data into actionable business recommendations
• Help stakeholders understand performance metrics and trends
• Support strategic planning and operational decision-making
• ✅ Required Experience & Skills

2+ years of experience in

• financial analysis,
• FP&A,
• business intelligence,
• or data analytics

Experience preparing

• variance analyses
• management reporting
• KPI dashboards
• Strong analytical and problem-solving skills
• Excellent communication and presentation abilities

Experience with

• Python
• R
• advanced analytics workflows

Familiarity with

• Tableau
• Power BI
• Looker

ERP experience

• NetSuite
• SAP
• Oracle

Experience in

• SaaS
• finance
• healthcare
• professional services
• Exposure to forecasting and strategic finance initiatives
• 🧠 What Makes You a Strong Fit
• You enjoy solving business problems through data
• You can simplify complex financial insights clearly
• You combine strong technical skills with business thinking
• You care deeply about accuracy and reporting quality
• You proactively identify trends, inefficiencies, and opportunities
• You thrive in fast-paced, data-driven environments
• 📅 What a Typical Day Looks Like
• Pull and analyze financial and operational data using SQL
• Update forecasting and financial models with new actuals
• Build or refine dashboards for leadership reporting
• Conduct variance analysis and identify performance trends
• Collaborate with finance and operations teams on reporting needs
• Prepare executive-ready insights and recommendations
• Improve reporting workflows and automate repetitive tasks

In short

You help leadership make smarter, faster decisions by turning raw financial and operational data into clear, actionable insights.

• 📊 Key Metrics for Success (KPIs)
• Forecast accuracy within target ranges
• Timely delivery of reporting and dashboards
• Reduction in reporting errors and inconsistencies
• Quality and usability of dashboards and insights
• Positive stakeholder feedback on analysis and recommendations
• Improved visibility into business performance and KPIs
• 🌟 Why This Role Stands Out
• High visibility across finance and leadership teams
• Blend of finance, analytics, and business intelligence
• Exposure to strategic planning and operational decision-making
• Opportunity to build scalable reporting infrastructure

Strong growth path into

• Senior FP&A
• Business Intelligence
• Strategic Finance
• Analytics Leadership

If you

• love financial modeling and analytics,
• enjoy working with data and dashboards,
• can translate numbers into strategic insights,
• and thrive in fast-moving business environments,

this role is a strong fit for you.

Responsibilities

Financial Modeling & Strategic Analysis

Requirements

Advanced Excel / Google Sheets skills

• pivot tables
• INDEX/MATCH
• nested formulas
• macros
• scenario modeling
• Strong SQL skills for querying and joining datasets

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 Assessment (financial model or dashboard exercise)
• Client Interview
• Offer & Onboarding
• 👉 Apply Now