SENIOR DATA ANALYST

The Helmsman Group LLC

  • Kentucky, Kentucky
  • 4 days ago

    Highlights

    The Senior Data Analyst — Financial Data Analysis is responsible for analyzing financial, operational, and business data to provide actionable insights that support financial planning, forecasting, budgeting, reporting, and strategic decision-making. Perform financial analysis related to revenue, expenses, profitability, cash flow, budgets, and forecasts.

    Numbers & Facts

    LocationKentucky, Kentucky

    Description

    Position: Senior Data Analyst

    Job Type: (Remote)

    Job Summary

    The Senior Data Analyst — Financial Data Analysis is responsible for analyzing financial, operational, and business data to provide actionable insights that support financial planning, forecasting, budgeting, reporting, and strategic decision-making. This position works closely with Finance, Accounting, FP&A, Operations, and senior management to identify trends, evaluate financial performance, improve reporting processes, and develop data-driven recommendations.

    Key Responsibilities

    • Analyze financial and operational data to identify trends, variances, risks, and opportunities.

    • Perform financial analysis related to revenue, expenses, profitability, cash flow, budgets, and forecasts.

    • Develop and maintain financial reports, dashboards, and key performance indicators (KPIs).

    • Conduct budget-to-actual and forecast-to-actual variance analysis.

    • Support monthly, quarterly, and annual financial reporting activities.

    • Prepare financial models, forecasts, and scenario analyses to support business planning.

    • Analyze revenue and expense trends and identify key drivers of financial performance.

    • Work with Finance and Accounting teams to reconcile financial data and investigate discrepancies.

    • Extract, transform, and analyze data from ERP, accounting, financial, and operational systems.

    • Use SQL, Excel, Power BI, Tableau, or similar tools to analyze and visualize financial information.

    • Develop automated reporting solutions to improve the efficiency and accuracy of financial analysis.

    • Create executive-level reports and presentations that communicate financial performance and business insights.

    • Support FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.

    • Analyze profitability by product, customer, business unit, department, or other relevant dimensions.

    • Perform ad-hoc financial analysis and provide data-driven recommendations to management.

    • Identify opportunities for cost reduction, process improvement, and improved financial performance.

    • Validate financial data and ensure reports are accurate, complete, and consistent.

    • Collaborate with Accounting, FP&A, Treasury, Operations, IT, and other departments on financial data initiatives.

    • Document reporting processes, data sources, calculations, and analytical methodologies.

    • Maintain confidentiality and security of sensitive financial and business information.

    • Mentor junior analysts and support the development of financial analytics best practices.

    Qualifications

    • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, or a related field.

    • 4–7 years of experience in financial analysis, data analytics, FP&A, business intelligence, or a related field.

    • Strong knowledge of financial statements, accounting principles, budgeting, forecasting, and financial analysis.

    • Advanced Microsoft Excel skills, including pivot tables, formulas, lookups, and financial modeling.

    • Strong SQL skills and experience working with financial and business datasets.

    • Experience with Power BI, Tableau, or other business intelligence and data visualization platforms.

    • Strong analytical and problem-solving skills.

    • Ability to interpret complex financial information and translate it into actionable business insights.

    • Excellent written and verbal communication skills.

    • Strong attention to detail and ability to work with confidential financial information.

    Preferred Qualifications

    • Master's degree in Finance, Business Analytics, Data Science, Accounting, or a related field.

    • CPA, CFA, or other relevant professional certification is a plus.

    • Experience with ERP systems such as SAP, Oracle, NetSuite, or Microsoft Dynamics.

    • Experience with financial planning and analysis (FP&A).

    • Experience with financial forecasting and scenario modeling.

    • Knowledge of data warehouses, ETL processes, and financial data integration.

    • Experience with Python or R for advanced financial analytics.

    • Experience working with large and complex financial datasets.

    • Knowledge of automation and financial reporting optimization.

    Key Skills

    • Financial Data Analysis

    • Financial Modeling

    • Budgeting & Forecasting

    • Variance Analysis

    • Revenue & Expense Analysis

    • Profitability Analysis

    • Financial Reporting

    • FP&A

    • SQL

    • Advanced Excel

    • Power BI / Tableau

    • Data Visualization

    • KPI Development

    • Data Reconciliation

    • Forecasting & Scenario Analysis

    • Business Intelligence

    • Data Quality & Validation

    • Process Automation

    • Financial Statement Analysis

    • Business Problem Solving

    Core Competencies

    • Financial Acumen: Strong understanding of financial statements, accounting concepts, budgeting, forecasting, and financial performance.

    • Analytical Thinking: Ability to identify trends, investigate variances, and interpret complex financial datasets.

    • Business Partnership: Ability to work effectively with Finance, Accounting, Operations, and senior management.

    • Data Accuracy: Strong attention to detail and commitment to maintaining reliable financial information.

    • Communication: Ability to present complex financial analysis in a clear and concise manner.

    • Problem Solving: Ability to identify financial issues and develop data-driven solutions.

    • Leadership: Ability to lead analytical projects and mentor junior analysts.

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