Finance Data Analyst - SAP, Power BI, Forecasting

Jobtailor; Town of Florida (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in New York seeks a Financial Data Analyst to process high-volume financial data, generate accurate reports, and support budgeting and forecasting. The role emphasizes cross-functional collaboration with Finance, Supply Chain, and Operations to deliver insights and drive process improvements.

The ideal candidate has a minimum of 2 years in financial analysis, strong Excel skills, and experience with SAP and data visualization tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Data Science, Business, or a related field.
• Minimum of 2 years in financial analysis, business partnering, reporting, or analytical support.
• Advanced Microsoft Excel skills.
• Experience producing reports, dashboards, and data-driven insights.
• Strong communication and cross-functional collaboration skills.
• Experience with data visualization and reporting tools.

Responsibilities

• Accurately process high-volume financial data and transactions in SAP and other systems.
• Maintain compliance with internal policies, procedures, and regulatory requirements.
• Obtain required information from internal and external customers, address inquiries, and resolve transactional issues.
• Analyze issues, identify root causes, and implement solutions to improve processes and customer satisfaction.
• Cooperate with cross-functional teams to provide operational support and streamline processes.
• Implement preventive measures to enhance customer satisfaction and minimize service disruptions.
• Identify process optimization opportunities and collaborate with IT teams to automate workflows.
• Prepare and maintain recurring financial reports, dashboards, scorecards, and performance metrics.
• Support month-end close, forecasting, and budgeting by tracking results and analyzing variances.
• Monitor operational and financial performance trends, risks, opportunities, and business drivers.
• Validate financial data and reporting outputs for accuracy, consistency, and integrity.
• Investigate discrepancies and variances and recommend actions.
• Coordinate planning and reporting inputs across Finance, Supply Chain, and Operations.
• Develop and maintain financial models, reporting templates, and analytical tools.
• Prepare presentations, summaries, and reporting materials for Finance leadership.
• Support reporting standardization and automation initiatives.
• Collaborate across business functions to deliver timely financial insights.

Skills

Financial analysis

Data management

Forecasting

Budgeting

Process optimization

Reporting

Data analysis

Root cause analysis

Financial modeling

Performance metrics

Education

Bachelor's degree in Finance, Accounting, Data Science, Business, or a related field

Tools

SAP

Power BI

Business Warehouse

Business Objects

QlikView

Job description

Jobtailor in New York seeks a Financial Data Analyst to process high-volume financial data, generate accurate reports, and support budgeting and forecasting. The role emphasizes cross-functional collaboration with Finance, Supply Chain, and Operations to deliver insights and drive process improvements.

The ideal candidate has a minimum of 2 years in financial analysis, strong Excel skills, and experience with SAP and data visualization tools.