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