DATA ANALYST

The Helmsman Group LLC; Nebraska; Remote; USD 65,000 - 90,000; Full time

Job summary

The Helmsman Group LLC is seeking a Data Analyst to support Finance and Financial Analytics. You will analyze financial and operational data, build reports and dashboards, and provide data-driven insights to Finance, Accounting, and leadership.

You will leverage SQL, Excel, and BI tools to analyze revenue, expenses, budgets, and forecasts, delivering actionable recommendations and supporting FP&A activities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Statistics, Business, Mathematics, or CS.
• 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.

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.
• Use SQL to extract, transform, validate, and analyze financial datasets.
• Integrate data from ERP, accounting, financial planning, CRM, sales, and operational systems.
• Support FP&A activities through data analysis and reporting.
• Automate recurring financial reports and data‑analysis processes.
• Collaborate with Accounting to support financial reconciliations and data validation.

Skills

Financial Analysis

Data Analytics

SQL

Excel

Power BI

Tableau

Looker

Data Visualization

Variance Analysis

Performance Metrics

Education

Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Statistics, Business, Mathematics, Computer Science, or related field

Tools

Power BI

Tableau

Looker

Excel

ERP Systems (SAP, Oracle, NetSuite)

Job description

Job Title: Data Analyst

Job Type:(Remote)

Job Summary

The 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.

Qualifications

• 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.

Preferred Qualifications

• Experience with ERP and financial systems such as SAP, Oracle, NetSuite, Microsoft Dynamics, or similar platforms.
• Experience with FP&A, budgeting, forecasting, and financial modeling.
• Knowledge of income statements, balance sheets, cash flow statements, and financial reporting.
• Experience with Power BI, including Power Query and DAX.
• Knowledge of data warehousing, ETL/ELT, and dimensional data modeling.
• Working knowledge of Python or R for financial analytics.
• Experience with cloud data platforms such as Snowflake, BigQuery, Databricks, or Azure.
• Experience analyzing revenue, expenses, profitability, pricing, or customer economics.
• Knowledge of financial planning and reporting systems such as Anaplan, Adaptive Planning, or similar platforms.
• CFA, CPA, CMA, or other relevant certification is a plus.

Key Skills

• Financial Analytics
• Data Analytics
• Financial Reporting
• FP&A
• Budgeting & Forecasting
• Financial Modeling
• Variance Analysis
• Profitability Analysis
• Revenue Analysis
• Expense Analysis
• Cash Flow Analysis
• SQL
• Microsoft Excel
• Power BI / Tableau / Looker
• Data Visualization
• Data Reconciliation
• Data Quality & Validation
• KPI Development
• Scenario & Sensitivity Analysis
• ERP Systems
• Python / R
• Business Intelligence
• Management Reporting

Core Competencies

• Financial Analysis: Ability to analyze financial data and identify trends, variances, performance drivers, risks, and opportunities.
• Data Analysis: Ability to transform large and complex datasets into accurate and meaningful financial insights.
• Financial Acumen: Strong understanding of financial statements, accounting concepts, budgeting, forecasting, and business performance.
• Analytical Thinking: Ability to investigate financial trends and identify the underlying factors affecting business results.
• Data Accuracy: Ability to validate, reconcile, and maintain the integrity of financial information.
• Financial Modeling: Ability to develop analytical models for budgeting, forecasting, scenario analysis, and business planning.
• Business Communication: Ability to explain financial findings clearly to Finance leaders and non‑financial stakeholders.
• Problem Solving: Ability to investigate financial discrepancies and develop data‑driven solutions.
• Process Improvement: Ability to identify opportunities to automate reporting, improve data quality, and increase financial analysis efficiency.
• Stakeholder Collaboration: Ability to work effectively with Finance, Accounting, Operations, Sales, IT, and other business teams.