Financial Data Analyst

| Rochester, NY, USA
Employer Provided Salary: 70,000-90,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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** This is a Rochester , NY in-office position


We are looking for Financial Data Analyst that will be responsible for surfacing data-driven results and insights for our business leaders. In this position, you will provide operational, performance, and financial analysis to frame data-driven decisions - and help implement KPIs and OKRs to track initiative progress/performance to encourage a focus on results and execution.

 

As part of the finance team but working collaboratively with other departments, you will be exposed to a wide range of functions and develop the knowledge and skills to be a trusted analyst to our business stakeholders. Critical to the success of this role is your ability to develop insightful analysis, work effectively as part of a cross-functional team, and transform data into insights. 



Responsible for:

- Build and maintain basic data models, queries, and reports that reliably and predictably answer business questions from various departments.

- Utilize analytics and metrics visualization tools.

- Troubleshoot and investigates data anomalies.

- Identify trends in data, including segment metrics along suitable dimensions.

- Work closely with finance team and with the company’s leadership team to support the development of data requirements for each team.

- Assemble customer, sales, financial, and other data from various sources and prepare consolidated reports and dashboards utilizing that data.

- Deep dive into both technical and operational portions of the business and contribute to constructive technical and strategy discussions.

- Improve dataset quality and automate manual processes. 

- Set up and maintain data inputs and outputs between our business systems; understanding the meaning and relationships between the source data.

- Recognizing, understanding, and interpreting the trends and anomalies in financial data


How you will be successful:

- Impeccable attention to detail and enormously high standards for accuracy

- Extremely organized with the ability to efficiently use time.

- Collaborative team player, highly coachable, and open to feedback

- Adaptive and accepting of change.

- Eager to find efficient ways to improve processes and workflows.

- Maintaining process documentation and training for back up staff. 

- Timely creation of management and Board reporting packages as measured by on time delivery.

- Accurate and trusted presentation of financial data as measured by a quality score. 



What experience you need ( degree, experience, specific skills etc:

- Familiarity with financial terms such as EBITDA, accruals, and revenue recognition methods

- Proven experience (2+ years) in a data-driven/analytics role or equivalent coursework

- Understand how to use one or more tools such as Tableau, AWS Quick Sight, and PowerBI

- Demonstrated experience building reports, dashboards, and other data visualizations.

- Knowledgeable in a variety of methods for querying, processing, persisting, analyzing, and presenting data.

- Basic knowledge of and experience with database querying (SQL) 

- Excellent problem-solving skills, self-motivated with the capacity to work under tight deadlines. 

- Excellent written and oral communication/presentation skills

- Aptitude and drive to learn new tools quickly.

- Intellectual curiosity with a focus on unearthing new challenges

- Practical experience with data integrations involving Salesforce.com or other CRM and ERP systems. 

More Information on Innovative Solutions
Innovative Solutions operates in the Cloud industry. The company is located in West Henrietta, NY. Innovative Solutions was founded in 1989. It has 489 total employees. To see all 2 open jobs at Innovative Solutions, click here.
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