Financial Data Analyst

Role overview

Primary responsibilities

• Create and analyze profit and loss statements for branches.
• Partner with operations to deepen understanding of branch earnings.
• Analyze monthly branch financials and identify profitability challenges and opportunities.
• Develop financial-data processes for forecasting, trend analysis, and reporting.
• Design dashboards to improve financial insights for branches.

Requirements

• At least 4 years of experience focused on data analysis.
• Advanced SQL experience, including CTEs, joins, and subqueries.
• Bachelor's degree in Accounting, Finance, Statistics, Economics, Computer Science, Mathematics, or a related field.
• Expert-level Microsoft Excel and PowerPoint skills.
• Ability to extract key insights from data.
• Strong written and verbal communication skills.
• Legal authorization to work in the United States without visa sponsorship.

Preferred qualifications

• Corporate finance exposure in forecasting, reporting, and analysis, with understanding of financial statements and financial data.
• Knowledge of an analytical language such as Python, R, SAS, or SPSS.

Benefits

• Full-time employee benefits include medical, dental, and vision coverage; paid time off and holidays; and a 401(k) with company match.
• Additional offerings include a gym stipend, wellness programs, paid volunteer time, career development, and leadership training.