Data Analyst (Finance/Accounting)

Ekman Associates; Austin (TX); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Ekman Associates is seeking a Data Analyst with accounting knowledge to extract and analyze financial data from systems including Salesforce. Hybrid role based in Austin, TX or Dublin, CA.

The ideal candidate will design data extraction processes, build reports and dashboards, and partner with accounting and finance to deliver actionable insights and ensure data quality. Strong SQL skills and experience with ERP/CRM data are required.

Qualifications

• 7+ years of SQL, Excel, ETL, and data analysis experience.
• Experience with Order to Cash, Billing, Contract Activation, Cash Process, and OTC processes.
• Strong analytical, conceptual, and problem-solving skills.

Responsibilities

• Data Extraction: Collect and document business requirements via interviews, workshops, surveys, and analyses.
• Access and extract financial data from ERP/CRM systems using SQL queries and data extraction tools.
• Develop and maintain data pipelines to automate data extraction processes.
• Data Cleaning and Transformation: Clean and standardize extracted data to ensure accuracy and consistency.
• Data Analysis: Conduct descriptive and statistical analysis to identify trends, patterns, and anomalies.
• Reporting and Visualization: Create comprehensive financial reports and dashboards to communicate key insights.
• Collaboration: Work with accounting, finance, and operations teams to identify data needs and interpret analysis results.

Skills

English & Spanish fluency

Accounting knowledge

SQL expertise

Education

Bachelor's degree in CS/IT

Tools

ETL tools

SQL queries

Excel

Job description

Job Description

Title: Data Analyst (Financial/Accounting/SQL)

Location: Austin Texas or Dublin California (Hybrid)

Ekman Associates is a management consulting firm that specializes in developing business, digital, and technology strategy, delivering solutions, and addressing human resource demands.

SUMMARY

Seeking a highly analytical Data Analyst with Data Extraction Analysis experience and with Accounting knowledge/experience to extract and analyze financial/accounting data from various systems (including Salesforce). The Data Analyst will be utilizing advanced data analysis techniques to identify trends, anomalies, exceptions, and provide actionable insights/solution to resolve the data descriptions. This role will be responsible for developing and maintaining data extraction processes, creating comprehensive reports, and collaborating with cross-functional teams to identify errors, interpret findings and provide solutions.

The Data Analyst is responsible for defining requirements and developing solutions. This involves the execution of data analysis, report and dashboard creation, and requirements assessment. Serving as a liaison between the business and the development team to translate business needs into useful data.

Key Skills

• Must speak English and Spanish Fluently
• Must understand accounting principles and financial/accounting reporting standards (invoicing, payments, revenue recognition)
• SQL Expertise

Responsibilities

• Data Extraction:
  • Collect and document business requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, user stories, use cases, scenarios, business-process, and workflow analysis.
  • Access and extract financial data from various accounting systems (ERP, CRM, etc.) using SQL queries and data extraction tools.
  • Develop and maintain data pipelines to automate data extraction processes.
• Data Cleaning and Transformation:
  • Clean and standardize extracted data to ensure accuracy and consistency.
  • Perform data validation checks to identify and address data quality issues.
  • Transform data into a usable format for analysis.
• Data Analysis:
  • Conduct descriptive and statistical analysis on financial data to identify trends, patterns, and anomalies.
  • Utilize advanced analytical techniques like regression analysis, forecasting, and variance analysis.
• Reporting and Visualization:
  • Create comprehensive financial/accounting reports and dashboards to communicate key insights to stakeholders.
  • Utilize data visualization tools to present findings in a clear and impactful manner.
• Collaboration:
  • Work closely with accounting, finance, and business operations teams to identify data needs and interpret analysis results.
  • Collaborate on projects to leverage data insights for business improvement

Qualifications

• Bachelor's in computer science, Information Technology
• 7+ Years SQL, Excel, ETL, Data Analysis
• Experience with Order to Cash, Billing, Contract Activation, Cash Process, and Business pPocess (OTC)
• Experience with Data Quality
• Exceptional analytical, conceptual, and problem-solving
• Strong proficiency in SQL for data extraction and manipulation