Entry-Level Financial Data Analyst: Insights & Forecasting

Surprise Insights; United States; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Clear growth path

Job summary

A financial insights company is seeking an entry-level Financial Data Analyst to transform financial data into insights supporting budgeting and forecasting. The role involves collaborating with finance teams to analyze datasets, build reports, and track performance metrics. Ideal candidates should have strong Excel skills and a relevant degree. Clear growth opportunities exist into more senior financial roles. Competitive entry-level salary and performance-based bonuses offered.

Qualifications

• Strong skills in Excel with VLOOKUP, Pivot Tables, and formulas.
• Basic SQL skills to query financial datasets.
• Good understanding of financial concepts like income statements and balance sheets.

Responsibilities

• Collect, clean, and standardize financial datasets from various sources.
• Assist with month-end and quarter-end financial analysis.
• Build reports and dashboards for budgeting and forecasting.
• Analyze cost drivers and operational metrics.
• Support the finance team in financial modeling efforts.
• Track KPIs and create visual data summaries.
• Ensure accuracy and quality of financial data.

Skills

Excel/Google Sheets skills

Basic SQL experience

Analytical mindset

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Job description

A financial insights company is seeking an entry-level Financial Data Analyst to transform financial data into insights supporting budgeting and forecasting. The role involves collaborating with finance teams to analyze datasets, build reports, and track performance metrics. Ideal candidates should have strong Excel skills and a relevant degree. Clear growth opportunities exist into more senior financial roles. Competitive entry-level salary and performance-based bonuses offered.