Role Overview
We are seeking a Senior Financial Data Analyst with extensive experience in importing and manipulating complex financial data with precision. This role entails seamlessly integrating and transforming large volumes of data into valuable insights. The ideal candidate possesses exceptional data acumen, quick thinking, and strong analytical abilities. Proficiency in Excel and PowerPoint is required. If you thrive in a fast-paced environment, have a keen eye for detail, and enjoy working with financial data, we encourage you to apply.
Responsibilities
*Perform accurate and efficient imports of straight financial data into our systems.
*Develop and implement complex models to analyze and interpret the imported data.
*Update client financial model data sets (copy and paste updated data from other software into client Google sheet).
*Navigate and manipulate vast datasets, ensuring precision and avoiding any errors or omissions.
*Apply your exceptional intelligence and quick thinking abilities to handle the intricate challenges of data manipulation.
*Provide insights and recommendations based on the analyzed financial data to support informed decision-making.
*Help build our client accounts and update financial models.
* Reconcile QBO data to our software after each build to ensure the presentation is complete and accurate.
* Update ClickUp tasks and projects.
*Continuously improve data integration processes to enhance efficiency and accuracy.
Qualifications
*Bachelor’s degree in Finance, Accounting, or a related field.
*Five (5+) years of relevant professional experience.
*Strong analytical skills and demonstrated knowledge and experience in Excel.
*Strong communication skills, both verbal and written.
*Understanding of Income Statement and Balance Sheet formatting and functionality.
* Know how to reconcile those statements with our software and BS presentations.
* Know how to navigate within QBO reporting, HR/Payroll reporting systems (Gusto, Justworks, etc.), and Google Sheets.
* Great at managing multiple projects via ClickUp tasks.
* Able to work under MST hours.
If you believe you meet the following requirements, we invite you to apply for this position by submitting a cover letter and resume to . Please use the subject line “I’m your SFDA.” We place great importance on attention to detail and therefore, we will only consider applicants who follow these instructions. Kindly note that only candidates who meet the specified qualifications should apply. We appreciate your understanding and eagerly await the opportunity to review your application.
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Company:
Name: Mayang Muñoz
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