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DATA ANALYST
Job in
Lincoln, Lancaster County, Nebraska, 68511, USA
Listed on 2026-10-04
Listing for:
The Helmsman Group LLC
Full Time
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Job Title: Data Analyst
Job Type:(Remote)
Job SummaryThe Data Analyst — Finance / Financial Analytics is responsible for analyzing financial and business data to support financial planning, performance management, reporting, forecasting, and decision-making. This position develops financial reports and dashboards, analyzes revenue, expenses, profitability, budgets, and forecasts, and provides data-driven insights to Finance, Accounting, and business leadership.
Key Responsibilities- Collect, organize, analyze, and interpret financial and operational data from multiple sources.
- Develop financial reports, dashboards, scorecards, and analytical models.
- Analyze revenue, expenses, profitability, margins, cash flow, budgets, forecasts, and financial performance.
- Monitor key financial and business performance indicators (KPIs).
- Perform budget-to-actual and forecast-to-actual variance analysis.
- Identify financial trends, patterns, anomalies, risks, and opportunities.
- Develop recurring and ad hoc financial reporting for Finance and business stakeholders.
- Use SQL to extract, transform, validate, and analyze financial datasets.
- Clean, reconcile, and validate financial data to ensure accuracy and completeness.
- Integrate data from ERP, accounting, financial planning, CRM, sales, and operational systems.
- Support financial planning and analysis (FP&A) activities through data analysis and reporting.
- Assist with annual budgeting, forecasting, and financial planning processes.
- Develop financial models and analytical tools to support business planning and decision-making.
- Analyze revenue performance by product, customer, region, business unit, channel, or other relevant dimensions.
- Analyze operating expenses and identify significant cost trends and variances.
- Conduct profitability and margin analysis to identify key financial drivers.
- Support cash flow analysis and working‑capital reporting where applicable.
- Perform scenario and sensitivity analysis to evaluate potential financial outcomes.
- Support management reporting and executive financial presentations.
- Develop dashboards using Power BI, Tableau, Excel, or similar analytical tools.
- Automate recurring financial reports and manual data‑analysis processes.
- Investigate discrepancies between financial systems, reports, and source data.
- Collaborate with Accounting to support financial reconciliations and data validation.
- Work with Finance, Accounting, Sales, Operations, IT, and other departments to understand analytical requirements.
- Translate complex financial data into clear insights and business recommendations.
- Maintain documentation of financial metrics, reporting definitions, calculation methodologies, and data sources.
- Support financial audits, internal controls, and data governance activities when required.
- Identify opportunities to improve financial reporting, data quality, automation, and analytical processes.
- Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Statistics, Business, Mathematics, Computer Science, or a related field.
- 2–5 years of experience in financial analysis, data analytics, FP&A, business intelligence, or a related role.
- Strong understanding of financial statements and fundamental accounting principles.
- Strong SQL and Microsoft Excel skills.
- Experience with financial reporting and data visualization tools such as Power BI, Tableau, or Looker.
- Experience analyzing financial and operational datasets.
- Strong analytical, quantitative, and problem‑solving skills.
- Excellent attention to detail and data accuracy.
- Strong communication and presentation skills.
- Ability to translate financial data into meaningful business insights.
- Experience with ERP and financial systems such as SAP, Oracle, Net Suite, Microsoft…
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