Finance

Financial Data Analyst

Looking to hire your next Financial Data Analyst? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a staffing agency with a unique mission: to create win-win scenarios for both US businesses and Latin American professionals. We address the challenges faced by SMBs, startups, and firms in finding the right talent, as well as the aspirations of skilled Latin American workers seeking international opportunities. By bridging this gap, Vintti enables US companies to access a wealth of untapped talent, while providing Latin American professionals with pathways to expand their careers on a global scale. Our approach cultivates a symbiotic ecosystem that benefits all parties involved.

Description

A Financial Data Analyst is responsible for collecting, analyzing, and interpreting financial data to assist organizations in making informed business decisions. This role involves examining financial statements, market trends, and economic conditions to identify patterns and discrepancies. By utilizing statistical tools and financial software, a Financial Data Analyst produces detailed reports and visualizations that provide actionable insights. In essence, these professionals help companies optimize their financial performance, forecast future financial scenarios, and develop strategic plans to achieve their financial goals.

Requirements

- Bachelor's degree in Finance, Economics, Accounting, Statistics, or a related field.
- Minimum of 2-4 years of experience in financial data analysis or a related role.
- Proficiency in Microsoft Excel, including advanced functions and data analysis tools.
- Experience with financial analysis and data visualization software (e.g., Power BI, Tableau).
- Strong understanding of financial markets, instruments, and economic principles.
- Ability to interpret complex financial data and generate actionable insights.
- Excellent analytical, critical thinking, and problem-solving skills.
- Experience with financial modeling and forecasting techniques.
- Knowledge of database management and data extraction tools (e.g., SQL, Python).
- Familiarity with ERP systems (e.g., SAP, Oracle) and financial software.
- Strong organizational and time management skills, with the ability to manage multiple tasks and deadlines.
- Attention to detail and commitment to data accuracy and integrity.
- Excellent written and verbal communication skills.
- Ability to create clear and concise presentations and reports.
- Strong teamwork and collaboration skills.
- Ability to work independently and take initiative.
- Knowledge of industry trends and best practices in financial data analysis.
- Professional certification (e.g., CFA, CPA, or similar) is a plus.

Responsabilities

- Collect, verify, and compile financial data from various sources.
- Analyze financial data to identify trends, patterns, and anomalies.
- Prepare detailed financial reports with data visualizations.
- Monitor financial markets and analyze relevant data.
- Conduct variance analysis between actual and forecasted financial results.
- Develop and maintain financial models for budgeting and forecasting.
- Coordinate with departments to gather and verify financial information.
- Perform data mining and statistical analysis.
- Assist in the development of KPIs and business metrics.
- Create presentations and reports for senior management.
- Implement and maintain data validation processes.
- Support month-end and year-end financial close processes.
- Conduct ad-hoc analysis and reports as requested.
- Stay updated with industry trends and best practices.
- Utilize financial software and tools to automate reporting.
- Collaborate with IT to improve data governance and quality.
- Participate in team meetings for project discussions and improvements.
- Provide training and support to junior analysts or team members.

Ideal Candidate

The ideal candidate for the Financial Data Analyst role will possess a Bachelor's degree in Finance, Economics, Accounting, Statistics, or a related field, with 2-4 years of hands-on experience in financial data analysis. They will showcase proficiency in Microsoft Excel's advanced functions and data analysis tools, alongside expertise in financial analysis and data visualization software such as Power BI or Tableau. A robust understanding of financial markets, instruments, and economic principles is essential, as is the ability to interpret complex financial data to derive actionable insights. The candidate will bring excellent analytical, critical thinking, and problem-solving skills, with proven experience in financial modeling and forecasting techniques. Additionally, they will possess knowledge of database management and data extraction tools like SQL or Python and be familiar with ERP systems like SAP or Oracle. The ideal applicant is detail-oriented, with exceptional organizational and time management abilities, capable of managing multiple tasks and meeting tight deadlines. Effective written and verbal communication skills are critical, allowing them to create clear, concise presentations and reports. Beyond technical proficiency, the candidate will exemplify strong teamwork and collaboration capabilities, a proactive mindset, and the ability to work independently. High integrity, a commitment to data quality, and a curiosity to stay abreast of industry trends are vital. While professional certifications like CFA or CPA are a plus, the candidate's adaptability, eagerness to innovate, and dedication to continuous improvement and professional development will set them apart as the perfect fit for this role.

On a typical day, you will...

- Collect and compile financial data from various sources to ensure accurate and comprehensive data sets.
- Analyze financial data to identify trends, patterns, and anomalies, providing actionable insights.
- Prepare detailed financial reports, including data visualizations, charts, and graphs for easy interpretation.
- Monitor financial markets and analyze data from financial news, reports, and transactions.
- Conduct variance analysis between actual and forecasted financial results.
- Develop and maintain financial models to support budgeting, forecasting, and strategic planning initiatives.
- Coordinate with other departments to gather and verify financial information.
- Perform data mining and statistical analysis to identify risks, opportunities, and efficiencies.
- Assist in the development of key performance indicators (KPIs) and other business metrics.
- Create presentations and reports for senior management, summarizing key findings and recommendations.
- Ensure the accuracy and integrity of financial data by implementing and maintaining data validation processes.
- Support month-end and year-end close processes by providing relevant data analysis.
- Conduct ad-hoc analysis and reports as requested by management or other stakeholders.
- Stay updated with industry trends and best practices in financial data analysis.
- Utilize various financial software and tools to automate reporting processes and improve efficiency.
- Collaborate with IT and other teams to improve data governance and data quality standards.
- Participate in regular team meetings to discuss ongoing projects, challenges, and process improvements.
- Provide training and support to junior analysts or other team members as needed.

What we are looking for

- Analytical mindset with strong problem-solving skills
- High attention to detail and accuracy
- Strong critical thinking abilities
- Excellent communication skills, both written and verbal
- Proactive and able to take initiative
- Strong organizational and time management skills
- Ability to manage multiple tasks and meet deadlines
- Exceptional teamwork and collaboration abilities
- High level of integrity and commitment to data quality
- Adaptability and openness to learning new tools and methodologies
- Strong sense of responsibility and accountability
- Innovative approach to automate and improve processes
- Curiosity and eagerness to stay updated with industry trends and best practices
- Ability to work independently with minimal supervision
- Strong technical skills in financial software and data analysis tools
- Enthusiastic about continuous improvement and professional development

What you can expect (benefits)

- Competitive salary range based on experience and qualifications
- Comprehensive health benefits including medical, dental, and vision coverage
- 401(k) retirement savings plan with company match
- Paid time off (PTO) including vacation, sick leave, and holidays
- Flexible work schedule with options for remote work
- Life and disability insurance
- Employee wellness programs and resources
- Professional development opportunities, including training and certifications
- Tuition reimbursement program for further education
- Career advancement opportunities within the company
- Employee assistance program (EAP) for mental health and well-being support
- Collaborative and inclusive work environment
- Company-sponsored social events and team-building activities
- Access to state-of-the-art financial analysis tools and software
- Travel expense reimbursement (if applicable)
- Performance-based bonuses and incentives
- On-site gym or fitness membership discount (if applicable)
- Discounted stock purchase plan (if applicable)

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