Financial/ Data Analyst

Purpose of the role

The primary role of the Financial/Data analyst is to help transform our business to extract value from our data assets. In this role you will identify, define and implement methods to use data and analytics to make smarter decisions, and to improve company performance.

You will conduct analyses and develop models as needed to meet business objectives. Key activities include querying and aggregating data, cleansing and standardizing data, transforming data, interrogating and analyzing data, creating profiling summaries and views to share data findings, and selecting and applying various modeling techniques. You will work closely with the business and finance teams to select appropriate methods to solve business problems, as well as translate analytics and modeling results into more easily understood business language.


Key Capabilities for Success

Analytical Skills

  • Logical approach to solving problems. Ability to: formulate business problems, assess data needs, develop analysis approach, test/ validate results and measure/ learn from results.
  • General understanding of various types of analyses to solve business problems. Familiarity and experience with analytical techniques including: data sourcing and manipulation for analysis; generating data statistics; profiling and analysis; summarizing and sharing results.
  • Ability to summarize and highlight critical information in a visual and easily digestible format in order to guide business decisions and programs;

Soft Skills

  • Self-driven to continuously learn and grow as a business professional. Interest in expanding and developing expertise across breadth of analytical tools and applications (programming, data exploration and visualization, modeling).
  • Inquisitive nature. Dig deeper by asking questions to uncover needs and better frame business problems. Out-of-the-box thinking to explore broader range of options. 
  • Highly engaged in how analytics positively impacts the business, with a focus on identifying and measuring key metrics to gauge success. Strong interpersonal skills, able to communicate with both technical and business focused peers. 
  • Comfortable working independently and in teams, and in a fast paced change-driven environment.


Job Requirements

  • Develops financial forecasts/plans for a major business area or expense category; with little or no supervision, develops and implements forecasting/planning process, and model improvement initiatives.
  • Independently prepares recurring or ad hoc financial reports and analysis or cost benefit analysis to support and provide insights for internal and external management decision-making.
  • With little or no supervision, delivers moderately complex to complex financial research and value-added business decision support, and recommends or implements solutions to key financial and operational opportunities.
  • Responsible for product assignments, product pricing, product profitability and ad hoc analysis.
  • Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.
  • Acquires and applies intermediate knowledge of the business, its products and processes to resolve issues and navigate obstacles to deliver work product.
  • Additionally aids in the Management Information reporting for the Operations and Sales teams including daily, weekly and monthly report outs to Senior Executives.
  • Will help develop and deliver Management reporting routines and dashboards.

Minimum Requirements

  • Bachelor's degree in Business, Accounting, Finance, Economics or a related field required. 
  • Expert in Excel, Access, and Power BI, as well as other modeling tools

Preferred

  • Master's degree in business, finance, economics, mathematics or a related field, CFA, CPA
  • Three plus years of experience in finance and data analytics.
  • Experience with financial modeling. 
  • Ability to present financial concepts to Executive leadership.

 


Qualifications

  • Minimum of 2 years experience working as a business analyst or similar position in Finance or a related industry.
  • Experience with data analysis using Excel or similar tools to query, explore, aggregate and summarize data (pivot tables, charts, advanced formulas). Experience with Business Intelligence tools such as Power BI for data discovery and exploration a plus.
  • Experience with some programming a plus, e.g., use of Microsoft SQL (or other programming applications) to query and join datasets, manipulate and transform data, and extract datasets for analysis.
  • Familiarity with Microsoft Office suite including Powerpoint and Word for delivery of analyses and findings to the business.
  • Undergraduate degree in Mathematics/ statistics, engineering, economic, computer science or related discipline that provides a foundation in logic and an understanding or numbers / statistics. 


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