Finance Data Analyst

Proselect Management Inc; Taguig; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial services company is seeking a Finance Analyst to collect and analyze data from various sources. The candidate will develop financial models, prepare reports, and collaborate with teams for actionable insights. A Bachelor's degree in finance or a related field is required, along with 2-5 years of relevant experience. Proficiency in Excel and familiarity with BI tools like Power BI and Tableau are essential for success in this role.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, Data Analytics, or related field.
• 2–5 years of experience in finance, data analytics, or financial reporting.
• Strong proficiency in Excel including advanced formulas and financial modeling.

Responsibilities

• Collect, clean, and analyze financial data from multiple sources.
• Develop financial models, forecasts, and variance analyses.
• Prepare financial reports: monthly, quarterly, and annual.

Skills

Financial analysis

Data analytics

Advanced Excel

Problem-solving

Communication

Education

Bachelor’s degree in Finance or related field

Tools

Power BI

Tableau

SQL

Job description

Key Responsibilities

• Collect, clean, and analyze financial data from multiple sources (ERP systems, databases, spreadsheets).
• Develop financial models, forecasts, and variance analyses.
• Prepare monthly, quarterly, and annual financial reports.
• Design and maintain dashboards using BI tools (e.g., Power BI, Tableau).
• Identify trends, anomalies, and opportunities to improve revenue, cost efficiency, and profitability.
• Support budgeting and forecasting processes.
• Partner with accounting, operations, and leadership teams to provide actionable insights.
• Ensure data accuracy, integrity, and compliance with financial policies.
• Automate reporting processes and improve data workflows.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, Data Analytics, or related field.
• 2–5 years of experience in finance, data analytics, or financial reporting.
• Strong proficiency in Excel (advanced formulas, pivot tables, financial modeling).
• Experience with SQL and databases.
• Familiarity with BI tools (Power BI, Tableau, or similar).
• Strong analytical and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.