Financial Data Analyst

Role overview

Analysis and reporting

• Analyze financial and operational information to identify trends, performance drivers, potential risks, and opportunities.
• Prepare recurring management reports, dashboards, and KPIs; contribute to budgeting, forecasting, and variance analysis.
• Translate results into actionable insights and recommendations and provide ad hoc analysis for management.
• Develop models for budgeting, forecasting, scenario planning, profitability, pricing, cost structures, and allocations.
• Build interactive Power BI dashboards; extract, transform, and analyze data using SQL and Power Query.
• Improve data quality, reporting consistency, automation, and repeatable reporting processes with Finance and operational stakeholders.

Costing, systems, and accounting

• Support product, operational, and standard costing, including margin and profitability analysis.
• Analyze manufacturing, distribution, and other operating costs to identify cost drivers and efficiency opportunities.
• Maintain, review, and validate financial information in ERP systems and assist with ERP-based reporting.
• Support monthly and year-end close, reconciliations, audit requests, internal controls, and investigations of discrepancies.
• Validate data integrity between ERP systems and reporting platforms; collaborate with Operations, Supply Chain, and Accounting.

Education and experience

• Bachelor's degree in Business, Accounting, Finance, or a related discipline, or equivalent education and experience.
• 3–7 years of experience in financial analysis, business analysis, data analytics, FP&A, or a related finance function.
• Demonstrated experience developing financial models and performing detailed financial analysis.
• Hands-on ERP platform experience, such as SAP, Oracle, Microsoft Dynamics, NetSuite, JD Edwards, or comparable systems.
• Experience in manufacturing, distribution, supply chain, or operational finance is an asset.

Technical and professional skills

• Advanced Excel skills, including PivotTables, Power Query, advanced formulas/functions, and financial modeling.
• Strong Power BI dashboard development and data visualization skills; proficiency in SQL query writing, troubleshooting, and optimization.
• Understanding of data management, reporting automation, business analytics, ERP reporting environments, and financial data structures.
• Strong analytical and problem-solving ability, attention to detail, and ability to communicate insights to technical and non-technical stakeholders.
• Familiarity with data warehousing, business intelligence technologies, forecasting, scenario modeling, cost accounting, and profitability analysis is noted.

Additional qualification note