Financial Analyst / Data Analyst (FP&A, SQL, BI & Financial Modeling)
Full-Time Remote | U.S. Business Hours
About the Role
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:
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financial modeling,
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business intelligence,
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reporting,
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forecasting,
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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:
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FP&A,
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financial analysis,
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data analytics,
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dashboarding,
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and business intelligence.
What You’ll OwnFinancial Modeling & Strategic Analysis-
Build and maintain:
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3-statement financial models
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ROI models
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IRR calculations
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break-even analyses
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forecasting models
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Conduct:
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scenario analysis
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sensitivity analysis
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variance analysis
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Support strategic business and investment decisions with financial insights
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Improve model accuracy and reporting reliability
Data Analysis & Business Intelligence-
Query and analyze large datasets using SQL
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Extract and transform financial and operational data
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Identify:
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trends,
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anomalies,
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risks,
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and growth opportunities
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Build scalable reporting frameworks and KPI tracking systems
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Ensure data consistency and reporting accuracy across teams
Dashboards & Executive Reporting-
Build dashboards using:
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Prepare:
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monthly reporting packages
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KPI dashboards
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executive summaries
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board-level reporting
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Present actionable insights clearly to leadership and stakeholders
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Improve reporting visibility across departments
Forecasting & Budget Support-
Support rolling forecasts and budgeting processes
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Incorporate real-time business performance into forecasting models
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Analyze budget vs. actual performance
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Help leadership understand operational and financial drivers
Data Quality & Governance-
Validate datasets and reporting outputs for accuracy
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Maintain documentation for:
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models,
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methodologies,
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assumptions,
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and reporting logic
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Improve data hygiene and reporting consistency
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Ensure reporting processes remain scalable and repeatable
Cross-Functional Collaboration-
Partner with:
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finance,
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operations,
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sales,
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and leadership teams
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Translate data into actionable business recommendations
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Help stakeholders understand performance metrics and trends
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Support strategic planning and operational decision-making
✅ Required Experience & Skills-
2+ years of experience in:
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financial analysis,
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FP&A,
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business intelligence,
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or data analytics
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Advanced Excel / Google Sheets skills:
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pivot tables
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INDEX/MATCH
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nested formulas
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macros
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scenario modeling
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Strong SQL skills for querying and joining datasets
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Experience preparing:
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variance analyses
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management reporting
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KPI dashboards
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Strong analytical and problem-solving skills
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Excellent communication and presentation abilities
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Experience with:
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Python
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R
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advanced analytics workflows
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Familiarity with:
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ERP experience:
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Experience in:
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SaaS
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finance
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healthcare
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professional services
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Exposure to forecasting and strategic finance initiatives
What Makes You a Strong Fit-
You enjoy solving business problems through data
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You can simplify complex financial insights clearly
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You combine strong technical skills with business thinking
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You care deeply about accuracy and reporting quality
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You proactively identify trends, inefficiencies, and opportunities
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You thrive in fast-paced, data-driven environments
What a Typical Day Looks Like-
Pull and analyze financial and operational data using SQL
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Update forecasting and financial models with new actuals
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Build or refine dashboards for leadership reporting
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Conduct variance analysis and identify performance trends
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Collaborate with finance and operations teams on reporting needs
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Prepare executive-ready insights and recommendations
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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
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Timely delivery of reporting and dashboards
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Reduction in reporting errors and inconsistencies
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Quality and usability of dashboards and insights
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Positive stakeholder feedback on analysis and recommendations
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Improved visibility into business performance and KPIs
Why This Role Stands Out-
High visibility across finance and leadership teams
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Blend of finance, analytics, and business intelligence
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Exposure to strategic planning and operational decision-making
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Opportunity to build scalable reporting infrastructure
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Strong growth path into:
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Senior FP&A
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Business Intelligence
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Strategic Finance
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Analytics Leadership
Interview Process-
Initial Phone Screen
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Video Interview with Recruiter
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Practical Assessment (financial model or dashboard exercise)
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Client Interview
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Offer & Onboarding
Apply Now
If you:
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love financial modeling and analytics,
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enjoy working with data and dashboards,
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can translate numbers into strategic insights,
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and thrive in fast-moving business environments,
this role is a strong fit for you.
