Job description
Financial Analyst / Data Analyst – Remote | SQL, Excel, BI Tools | U.S. Hours
Position Type: Full-Time, Remote
Working Hours: U.S. Client Business Hours
About the Role
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.
What You’ll Own
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
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)
Experience
2+ years in:
Financial Analysis
FP&A
Data Analytics
Core Skills
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
Nice to Have
Python or R for data analysis
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
Interview Process
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.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.