Financial & Data Analyst

Job Title: Financial Analyst / Data Analyst

Position Type: Full-Time, Remote
Working Hours: U.S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)

About the Role

Our client is seeking a Financial Analyst / Data Analyst to build financial models, analyze operational and financial performance, and deliver data-driven insights that support strategic decision-making.

This role combines financial analysis with modern data analytics, requiring strong quantitative skills, business acumen, and proficiency with reporting and BI tools. The Financial Analyst / Data Analyst serves as the bridge between raw data and executive strategy — ensuring reporting is accurate, actionable, and aligned with business goals.

The ideal candidate is analytical, detail-oriented, and capable of transforming complex datasets into clear recommendations for leadership and cross-functional teams.

Responsibilities

Financial Modeling & Strategic Analysis

• Build and maintain 3-statement financial models including P&L, balance sheet, and cash flow projections
  • Create scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunities
  • Support forecasting, budgeting, and long-range planning initiatives
  • Analyze financial performance and identify trends impacting profitability, growth, and operational efficiency

Data Analysis & Reporting

• Query SQL databases and work with large structured datasets
  • Clean, transform, and validate data using Excel, Python, R, or related tools
  • Conduct variance analysis comparing actual performance against budgets and forecasts
  • Develop recurring and ad hoc reports for finance, operations, and leadership teams

Dashboard Development & Business Intelligence

• Build and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI tools
  • Ensure reporting consistency, data integrity, and standardized metric definitions across departments
  • Create executive-ready visualizations and reporting packages for leadership and board presentations
  • Improve visibility into operational and financial performance through automated reporting systems

Forecasting, Planning & Business Support

• Partner with FP&A, finance, sales, and operations teams to refine forecasts and budgets
  • Incorporate real-time business trends into rolling forecasts and scenario planning
  • Support strategic initiatives through financial and operational analysis
  • Translate business needs into measurable KPIs and analytical frameworks

Data Governance & Accuracy

• Validate and reconcile data sources to ensure accuracy and reliability
  • Document methodologies, assumptions, and reporting processes for transparency and repeatability
  • Identify opportunities to improve reporting efficiency, automation, and data quality
  • Maintain organized, audit-ready documentation and analysis workflows

Cross-Functional Collaboration

• Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams
  • Present findings and recommendations clearly to both technical and non-technical audiences
  • Support decision-making with concise, actionable insights backed by data and financial analysis

What Makes You a Perfect Fit

• Strong analytical thinker capable of turning complex data into simple, actionable insights
  • Highly detail-oriented with strong standards for accuracy and consistency
  • Excellent communicator comfortable presenting to executives and stakeholders
  • Curious and proactive in identifying trends, opportunities, and operational risks
  • Strong balance of technical analysis and business understanding

Required Experience & Skills

• 2+ years of experience in financial analysis, FP&A, business intelligence, or data analytics
  • Advanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modeling
  • Strong SQL skills for querying and analyzing datasets
  • Experience preparing variance analyses, forecasting models, and management reports
  • Ability to work with large datasets and synthesize findings clearly

Preferred Experience & Skills

• Experience using Python or R for advanced analytics and data transformation
  • Familiarity with BI tools such as Tableau, Power BI, or Looker
  • Industry experience in SaaS, finance, healthcare, or professional services
  • Experience extracting data from ERP systems such as NetSuite, SAP, or Oracle
  • Knowledge of financial planning, budgeting, and operational KPI frameworks
  • Exposure to automation or advanced reporting workflows

What Does a Typical Day Look Like?

A Financial Analyst / Data Analyst’s day revolves around transforming financial and operational data into meaningful business insights. You will:

• Pull, clean, and validate data from SQL databases, ERP systems, or reporting platforms
  • Update financial models and run scenario analyses based on the latest business performance
  • Prepare variance analyses explaining deviations from forecast or budget
  • Build and maintain dashboards that provide leadership with real-time visibility into KPIs
  • Collaborate with stakeholders to interpret data and support strategic decisions
  • Document assumptions, methodologies, and reporting logic to ensure consistency and transparency

In essence: you ensure leadership always has accurate, timely, and actionable insights to guide business decisions and long-term strategy.

Key Metrics for Success (KPIs)

• Forecast and model accuracy within agreed variance thresholds
  • Timely delivery of monthly, quarterly, and ad hoc reporting
  • Reliability and usability of dashboards and reporting tools
  • Improved data quality and reporting consistency
  • Actionable insights that support strategic and operational decisions
  • Positive stakeholder feedback on reporting clarity and analytical support

Interview Process

• Initial Phone Screen

• Video Interview with Pavago Recruiter

• Practical Assessment (e.g., financial model, dashboard creation, or analytical case study)
  • Client Interview with Finance / Operations Leadership

• Offer & Background Verification

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