Financial & Data Analyst

**Job Title**: Financial Analyst / Data Analyst**Position Type**: Full-Time, Remote**Working Hours**: U.S. client business hours (with flexibility for reporting deadlines and project cycles)**About the Role**:Our client is seeking a Financial Analyst / Data Analyst to build models, analyze performance data, and deliver insights that guide strategy and decision-making. This role requires strong analytical skills, financial acumen, and proficiency with modern data tools. The Analyst serves as a bridge between raw numbers and executive decisions, ensuring reporting is accurate, timely, and actionable.**Responsibilities**:Financial Modeling**:- Build and maintain 3-statement models (P&L, balance sheet, cash flow).- Create scenario and sensitivity analyses to evaluate risks and opportunities.- Model ROI, IRR, break-even, and valuation scenarios for projects or investments.**Data Analysis**:- Query SQL databases and work with large datasets.- Clean and transform data using Python, R, or Excel advanced functions.- Conduct variance analyses to compare actuals vs. budgets/forecasts.**Reporting & Dashboards**:- Prepare monthly management reporting packages and board decks.- Build KPI dashboards using Tableau, Power BI, or Looker.- Ensure consistent reporting definitions across finance and operations.**Forecasting & Budget Support**:- Collaborate with FP&A teams to refine budgets and forecasts.- Incorporate real-time business performance into rolling forecasts.**Data Quality & Governance**:- Validate data sources for accuracy and consistency.- Document methodologies for transparency and repeatability.**Collaboration**:- Partner with finance, sales, operations, and leadership to align metrics with goals.- Translate data into clear, actionable insights for non-technical stakeholders.**What Makes You a Perfect Fit**:- Analytical thinker who can turn complex data into simple insights.- Detail-oriented, with high standards for accuracy.- Strong communicator — equally comfortable with spreadsheets and executive presentations.- Proactive in identifying trends, risks, and improvement opportunities.**Required Experience & Skills (Minimum)**:- 2+ years in financial analysis, FP&A, or data analytics.- Advanced Excel/Google Sheets (pivot tables, INDEX/MATCH, macros).- Proficiency in SQL for querying and joining datasets.- Experience preparing variance analyses and management reports.**Ideal Experience & Skills**:- Python or R for advanced analytics and data modeling.- Experience with BI tools (Tableau, Power BI, Looker).- Industry background in SaaS, finance, healthcare, or professional services.- Familiarity with ERP systems (NetSuite, SAP, Oracle) for data extraction.What Does a Typical Day Look Like?A Financial Analyst / Data Analyst’s day revolves around turning raw financial and operational data into meaningful insights. You will:- Pull and clean data from ERP or SQL sources to prepare daily/weekly reports.- Update financial models with the latest actuals and run scenario analyses.- Prepare variance analyses to explain deviations from budget or forecast.- Build dashboards in BI tools to give leadership real-time visibility into KPIs.- Collaborate with stakeholders, presenting findings in clear, actionable terms.- Document assumptions and methodologies so models and analyses are transparent and repeatable.**In essence**: you ensure decision-makers always have accurate, data-driven insights to guide strategy.**Key Metrics for Success (KPIs)**:- Accuracy of forecasts and financial models (variance within ±5-10%).- Timeliness of monthly/quarterly reporting.- Reliability and clarity of dashboards delivered to stakeholders.- Positive feedback from leadership on insights and recommendations.- Reduced errors and improved data quality across reports.**Interview Process**:- Initial Phone Screen- Video Interview with Pavago Recruiter- Practical Task (e.g., build a simple financial model or create a sample dashboard from dataset)- Client Interview with Finance/Operations Leadership- Offer & Background Verification