Financial & Data Analyst

Our client is seeking a Financial Analyst / Data Analyst to build models, analyze performance data, and deliver insights that guide strategy. This role requires strong analytical skills, financial acumen, and proficiency with modern data tools. The Analyst serves as a bridge between raw numbers and executive decisions, ensuring reporting is accurate, timely, and actionable.

Requirements

• Build and maintain 3-statement models (P&L, balance sheet, cash flow).
• Create scenario and sensitivity analyses to evaluate risks and opportunities.
• Model ROI, IRR, break-even, and valuation scenarios for projects or investments.
• Query SQL databases and work with large datasets.
• Clean and transform data using Python, R, or Excel advanced functions.
• Conduct variance analyses to compare actuals vs. budgets/forecasts.
• Prepare monthly management reporting packages and board decks.
• Build KPI dashboards using Tableau, Power BI, or Looker.
• Ensure consistent reporting definitions across finance and operations.
• Incorporate real-time business performance into rolling forecasts.
• Validate data sources for accuracy and consistency.
• Collaborate with finance, sales, operations, and leadership to align metrics with goals.