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Senior Data Analyst

Job in Agawam, Clark County, Kentucky, USA
Listing for: The Helmsman Group LLC
Full Time position
Listed on 2026-10-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Senior Financial Analyst
Salary/Wage Range or Industry Benchmark: 85000 - 110000 USD Yearly USD 85000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: SENIOR DATA ANALYST
Location: Agawam

Position: Senior Data Analyst

Job Type: (Remote)

Job Summary

The Senior Data Analyst — Financial Data Analysis is responsible for analyzing financial, operational, and business data to provide actionable insights that support financial planning, forecasting, budgeting, reporting, and strategic decision-making. This position works closely with Finance, Accounting, FP&A, Operations, and senior management to identify trends, evaluate financial performance, improve reporting processes, and develop data-driven recommendations.

Key Responsibilities
  • Analyze financial and operational data to identify trends, variances, risks, and opportunities.

  • Perform financial analysis related to revenue, expenses, profitability, cash flow, budgets, and forecasts.

  • Develop and maintain financial reports, dashboards, and key performance indicators (KPIs).

  • Conduct budget-to-actual and forecast-to-actual variance analysis.

  • Support monthly, quarterly, and annual financial reporting activities.

  • Prepare financial models, forecasts, and scenario analyses to support business planning.

  • Analyze revenue and expense trends and identify key drivers of financial performance.

  • Work with Finance and Accounting teams to reconcile financial data and investigate discrepancies.

  • Extract, transform, and analyze data from ERP, accounting, financial, and operational systems.

  • Use SQL, Excel, Power BI, Tableau, or similar tools to analyze and visualize financial information.

  • Develop automated reporting solutions to improve the efficiency and accuracy of financial analysis.

  • Create executive-level reports and presentations that communicate financial performance and business insights.

  • Support FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.

  • Analyze profitability by product, customer, business unit, department, or other relevant dimensions.

  • Perform ad-hoc financial analysis and provide data-driven recommendations to management.

  • Identify opportunities for cost reduction, process improvement, and improved financial performance.

  • Validate financial data and ensure reports are accurate, complete, and consistent.

  • Collaborate with Accounting, FP&A, Treasury, Operations, IT, and other departments on financial data initiatives.

  • Document reporting processes, data sources, calculations, and analytical methodologies.

  • Maintain confidentiality and security of sensitive financial and business information.

  • Mentor junior analysts and support the development of financial analytics best practices.

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, or a related field.

  • 4–7 years of experience in financial analysis, data analytics, FP&A, business intelligence, or a related field.

  • Strong knowledge of financial statements, accounting principles, budgeting, forecasting, and financial analysis.

  • Advanced Microsoft Excel skills, including pivot tables, formulas, lookups, and financial modeling.

  • Strong SQL skills and experience working with financial and business datasets.

  • Experience with Power BI, Tableau, or other business intelligence and data visualization platforms.

  • Strong analytical and problem-solving skills.

  • Ability to interpret complex financial information and translate it into actionable business insights.

  • Excellent written and verbal communication skills.

  • Strong attention to detail and ability to work with confidential financial information.

Preferred Qualifications
  • Master's degree in Finance, Business Analytics, Data Science, Accounting, or a related field.

  • CPA, CFA, or other relevant professional certification is a plus.

  • Experience with ERP systems such as SAP, Oracle, Net Suite, or Microsoft Dynamics.

  • Experience with financial planning and analysis (FP&A).

  • Experience with financial forecasting and scenario modeling.

  • Knowledge of data warehouses, ETL processes, and financial data integration.

  • Experience with Python or R for advanced financial analytics.

  • Experience working with large and complex financial datasets.

  • Knowledge of automation and financial reporting optimization.

Key Skills
  • Financial Data Analysis

  • Financial Modeling

  • Budgeting & Forecasting

  • Variance Analysis

  • Revenue & Expense Analysis

  • Profitability Analysis

  • Financial Reporting

  • FP&A

  • SQL

  • Advanced Excel

  • Power BI / Tableau

  • Data Visualization

  • KPI Development

  • Data Reconciliation

  • Forecasting & Scenario Analysis

  • Business Intelligence

  • Data Quality & Validation

  • Process Automation

  • Financial Statement Analysis

  • Business Problem Solving

Core Competencies
  • Financial Acumen: Strong…

Position Requirements
10+ Years work experience
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