About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services, Software Development, IT Services and IT Consulting.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

A confidential client is hiring a Financial Data Analyst to support planning, reporting, forecasting, and business analysis across finance and cross-functional teams. This role is hybrid/remote (U.S.-based) and will focus on delivering accurate management reporting, financial models, and actionable insights that drive decision-making.

• Prepare monthly, quarterly, and annual financial reports and management dashboards
• Analyze revenue, expenses, profitability, cash flow, and operating performance
• Build, maintain, and improve financial models (budgeting, forecasting, scenario analysis)
• Perform variance analysis and explain differences between actuals, budgets, and forecasts
• Track and report on key performance indicators and business metrics
• Reconcile and validate financial data from multiple sources and systems
• Identify trends, risks, and cost-saving or performance-improvement opportunities
• Create clear presentations and recommendations for finance leadership and stakeholders
• Collaborate with accounting, operations, sales, and product teams to support cross-functional initiatives
• Support improvements to reporting processes, data quality, and internal controls while maintaining confidentiality

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Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Finance preferred)
• 2–5 years of experience in financial analysis, FP&A, corporate finance, investment analysis, or similar
• Strong understanding of financial reporting, budgeting, forecasting, and variance analysis
• Advanced Microsoft Excel skills (pivot tables, lookups, financial formulas)
• Experience building financial models and preparing management-level reports
• Excellent analytical, numerical, organizational, and problem-solving skills
• Strong written and verbal communication skills; able to present findings clearly
• High attention to detail and commitment to accuracy
• Ability to work independently and collaborate effectively in a remote/hybrid environment
• Ability to handle sensitive and confidential financial information

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Preferred Qualifications

• Experience with ERP, financial planning, or business intelligence systems
• Familiarity with Power BI, Tableau, SQL, or other data analysis/visualization tools
• Experience in technology, manufacturing, e-commerce, SaaS, marketplace, or other data-driven businesses
• CFA, CPA, or other relevant certification (or progress toward certification)

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Compensation & Benefits

• Salary range: $70,000–$100,000 per year (range provided by the client)
• Remote work opportunity within the United States (hybrid models possible)
• Health, dental, and vision benefits
• Retirement savings plan (subject to plan terms)
• Paid time off and company holidays
• Professional development opportunities
• Flexible remote working environment
• Opportunity to influence meaningful financial and business initiatives

Benefits may vary depending on employment status, work location, and the client’s policies.

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Interview Process

The selection process typically includes three stages:

• Initial recruiter or hiring-manager screening
• Finance-focused technical interview or assessment
• Final interview with senior leadership or relevant stakeholders

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Additional Details / Legal

• This is a confidential-client recruitment opportunity; the client’s identity and additional business details will be shared with shortlisted candidates during the hiring process.
• Candidates must be legally authorized to work in the United States. Remote-work, payroll, tax, or employment requirements will be discussed during the process.
• All hiring decisions are made by the confidential client. Careertakes supports candidate matching and the hiring workflow as a third-party recruiting platform.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.