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Financial Data Analyst

Yeo & Yeo CPAs & Advisors
Troy, USA
Full-time
Mid-Senior
Onsite
Discovered 3 weeks ago
Financial data analysisSQLAdvanced ExcelPower BISSRSFinancial reporting

Full Job Posting

Workplace

  • This is an in-person position located in either the Saginaw or Troy office.

Key Objectives and Responsibilities

  • Use SQL to extract, manipulate, and analyze financial data from databases, spreadsheets, and accounting software.
  • Gather requirements and design data models and reporting frameworks with cross-functional teams.
  • Develop automated processes for data cleansing, validation, and visualization.
  • Analyze financial statements, transactions, and KPIs to identify trends, anomalies, and areas for improvement.
  • Prepare detailed reports, dashboards, and management presentations with findings and recommendations.
  • Recommend improvements to reporting methods, data governance, and performance measurement.
  • Support strategic initiatives to optimize financial performance, mitigate risks, and achieve business objectives.
  • Develop performance metrics, identify business risks, and recommend operational improvements.
  • Support practice management, financial, payroll, HRIS, CRM, and business intelligence systems.
  • Identify process automation and system integration opportunities; stay current with industry trends, best practices, and regulatory changes.
  • Maintain firm confidentiality, follow firm policies, and work the hours needed to complete assigned projects.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Business Administration, Statistics, or a related field is required.
  • Three to seven years of experience in financial analysis, business analytics, accounting, or business intelligence.
  • Professional services, accounting firm, or consulting experience is preferred.
  • Experience supporting leadership with reporting and analysis is preferred.

Preferred Abilities and Skills

  • SQL and advanced Excel proficiency for data manipulation, analysis, and modeling are preferred.
  • Power BI, SSRS, or similar data visualization platform proficiency is preferred.
  • Familiarity with Thomson Reuters Practice CS or Karbon is preferred.
  • The role calls for analytical ability, communication, collaboration, attention to detail, accuracy, project prioritization, and deadline management.
  • Knowledge and skills include financial reporting, dashboard development, stakeholder requirements gathering, financial data analysis, clear communication, and professional handling of confidential information.

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