Data

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 dedicated to boosting the economic efficiency of US companies. We provide access to a diverse range of skilled Latin American professionals, allowing businesses to build robust teams without the traditional high costs associated with domestic hiring. Our model supports companies in maximizing their resources, driving innovation, and achieving sustainable growth.

Description

A Financial Data Analyst plays a crucial role in an organization by examining financial data to identify trends, patterns, and insights that inform strategic decision-making. They gather, analyze, and interpret large volumes of data from various sources, creating comprehensive reports and visualizations that highlight significant financial metrics. This role involves ensuring the accuracy and integrity of financial information, leveraging statistical tools and software to conduct predictive and descriptive analyses, and collaborating with other departments to support financial planning, risk management, and performance monitoring, thereby driving business growth and efficiency.

Requirements

- Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field
- Proven experience as a Financial Data Analyst or in a similar role
- Proficiency in financial analysis and financial reporting
- Strong knowledge of financial principles and accounting standards
- Advanced Excel skills, including financial modeling
- Experience with statistical analysis and financial modeling software
- Familiarity with financial databases and financial reporting software
- Analytical mindset with strong problem-solving skills
- Detail-oriented with a high degree of accuracy
- Strong communication skills, both written and verbal
- Ability to present complex financial information to non-financial stakeholders
- Strong organizational and time management skills
- Ability to work independently and collaboratively in a team environment
- Experience with budget planning and forecasting processes
- Understanding of market trends, economic conditions, and industry developments
- Ability to conduct variance analysis and provide actionable insights
- Proficiency in data visualization tools and techniques
- Knowledge of compliance with financial regulations and company policies
- Aptitude for identifying opportunities for process improvements and automation
- Strong documentation skills for maintaining analysis methodologies and findings
- Ability to train and support junior analysts in financial data analysis techniques
- Experience in supporting monthly, quarterly, and annual closing processes
- Capability to provide financial insights for investment and business growth decisions

Responsabilities

- Collect, organize, and analyze financial data from multiple sources
- Identify trends, patterns, and anomalies in financial data
- Prepare detailed financial reports and presentations for stakeholders
- Highlight key insights and provide actionable recommendations
- Monitor market trends, economic conditions, and industry developments
- Conduct variance analysis comparing actual performance against budget
- Provide explanations for financial discrepancies
- Collaborate with cross-functional teams for budget planning and forecasting
- Utilize statistical tools and financial models for predictive analysis
- Assist in risk assessment
- Maintain and update financial databases accurately
- Develop and implement financial reporting systems and dashboards
- Support monthly, quarterly, and annual financial closing processes
- Provide insights for investment decisions and business growth
- Ensure compliance with financial regulations, company policies, and accounting standards
- Identify opportunities for process improvements and automation
- Develop and maintain documentation for data analysis processes
- Train and support junior analysts in financial analysis techniques
- Communicate complex financial information to non-financial stakeholders clearly

Ideal Candidate

The ideal candidate for the Financial Data Analyst role is a highly analytical and detail-oriented professional with a bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field, coupled with proven experience in financial data analysis or a similar role. They possess advanced Excel skills, including financial modeling, and are proficient in statistical analysis and financial modeling software. Their comprehensive understanding of financial principles, accounting standards, and market trends is complemented by a strong ability to perform variance analysis and provide actionable insights. They have a knack for synthesizing large volumes of data, ensuring accuracy and data integrity, and presenting complex financial information in a clear and concise manner to non-financial stakeholders. The candidate is a proactive, self-motivated individual with exceptional organizational and time management skills, capable of managing multiple tasks and meeting tight deadlines. Their strong communication skills, both written and verbal, paired with their ability to collaborate effectively across cross-functional teams, make them an asset in budget planning and forecasting processes. Additionally, they exhibit a continuous improvement mindset, always seeking opportunities for process enhancement and automation. With a high level of integrity and professionalism, they handle confidential information discreetly and maintain a strong customer service orientation. Finally, their aptitude for mentoring and guiding junior analysts, coupled with creativity in developing innovative financial solutions, sets them apart as a leader who can drive both individual and team success in a dynamic work environment.

On a typical day, you will...

- Collect, organize, and analyze financial data from various sources to identify trends, patterns, and anomalies
- Prepare detailed financial reports and presentations for stakeholders, highlighting key insights and recommendations
- Monitor and evaluate market trends, economic conditions, and industry developments to support strategic decision-making
- Conduct variance analysis to compare actual performance against budgeted figures and provide explanations for discrepancies
- Collaborate with cross-functional teams to gather relevant financial information and support budget planning and forecasting processes
- Utilize statistical tools and financial models to perform predictive analysis and assist in risk assessment
- Maintain and update financial databases, ensuring accuracy and data integrity
- Assist in the development and implementation of financial reporting systems and dashboards
- Support the finance team in monthly, quarterly, and annual closing processes
- Provide financial insights and analysis to support investment decisions and business growth initiatives
- Ensure compliance with financial regulations, company policies, and accounting standards
- Identify opportunities for process improvements and automation to enhance efficiency and accuracy in financial reporting
- Develop and maintain documentation for data analysis processes, methodologies, and findings
- Train and support junior analysts in financial data analysis techniques and best practices
- Communicate complex financial information and analyses to non-financial stakeholders in a clear and concise manner

What we are looking for

- Analytical thinker with strong problem-solving abilities
- High degree of attention to detail and accuracy
- Excellent quantitative and qualitative analysis skills
- Ability to process and synthesize large volumes of data effectively
- Strong communication and presentation skills
- Ability to translate complex financial data into clear insights
- Proactive and self-motivated individual
- Strong organizational and time management skills
- Ability to manage multiple tasks and meet deadlines
- Adept at working both independently and within a team
- Strong interpersonal skills for cross-functional collaboration
- Continuous improvement mindset
- Ability to stay updated with market trends and industry developments
- High level of integrity and professionalism
- Ability to handle confidential information discreetly
- Tech-savvy with proficiency in financial software and tools
- Capability to mentor and guide junior team members
- Creativity in developing innovative solutions for financial analysis
- Strong customer service orientation
- Resilience and adaptability in a dynamic work environment

What you can expect (benefits)

- Competitive salary range ($70,000 - $90,000 annually)
- Comprehensive health insurance (medical, dental, vision)
- 401(k) retirement plan with company match
- Paid time off (PTO) and holidays
- Flexible work hours with hybrid remote options
- Performance-based bonuses
- Professional development and training opportunities
- Tuition reimbursement for relevant courses
- Employee wellness programs
- Life and disability insurance coverage
- Employee assistance programs (EAP)
- Stock options or equity (if applicable)
- Corporate discounts on various services and products
- Opportunities for career advancement and promotions
- Supportive and inclusive work environment
- Mentorship and coaching programs
- Regular team-building activities and social events

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