Financial Data Analyst

Cloud Analytics Technologies, LLC; Richardson (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading analytics firm in Richardson, Texas is seeking a Data Analyst and Financial Analyst. The role requires strong skills in Excel, Tableau, and Smartsheet, with responsibilities including developing data infrastructure, performing analysis, and designing visualizations. Candidates should excel in collaborating with stakeholders to present findings and improve reporting processes. This position offers an opportunity to engage in both financial and operational reporting within a dynamic environment.

Qualifications

• Strong Excel, Tableau, and Smartsheet skills are essential.
• Solid experience in both financial and operational reporting.

Responsibilities

• Develop and maintain data infrastructure and ensure data integrity.
• Perform data analysis and management reporting with Excel/Tableau/Smartsheet.
• Design and build data visualizations to present data clearly.
• Collaborate and communicate findings with stakeholders.
• Support process improvements for reporting and management.

Skills

Excel

Tableau

Smartsheet

nSAP/1ERP

Job description

Overview

Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting.

Responsibilities

1. Develop and maintain data infrastructure. Gather data from multiple sources, maintain datasets and ensured data integrity. Proficiency in nSAP/1ERP will be advantageous.


2. Perform data analysis and management reporting. Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes.


3. Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present data in a clear, simple and impactful manner.


4. Collaborate and communicate findings. Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner.


5. Support process improvements. Identify opportunities to streamline existing reporting and management processes.

CLOUD ANALYTICS TECHNOLOGIES LLC is an equal opportunity employer inclusive of female, minority, disability and veterans (M/F/D/V). Hiring, promotion, transfer, compensation, benefits, discipline, termination and all other employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, national origin, citizenship/immigration status, veteran status or any other protected status. CLOUD ANALYTICS TECHNOLOGIES LLC will not make any posting or employment decision that does not comply with applicable laws relating to labor and employment, equal opportunity, employment eligibility requirements or related matters. Nor will CLOUD ANALYTICS TECHNOLOGIES LLC require in a posting or otherwise U.S. citizenship or lawful permanent residency in the U.S. as a condition of employment except as necessary to comply with law, regulation, executive order, or federal, state, or local government contract.

Equal Opportunity Employer

CLOUD ANALYTICS TECHNOLOGIES LLC is an equal opportunity employer inclusive of female, minority, disability and veterans (M/F/D/V). Hiring, promotion, transfer, compensation, benefits, discipline, termination and all other employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, national origin, citizenship/immigration status, veteran status or any other protected status. CLOUD ANALYTICS TECHNOLOGIES LLC will not make any posting or employment decision that does not comply with applicable laws relating to labor and employment, equal opportunity, employment eligibility requirements or related matters. Nor will CLOUD ANALYTICS TECHNOLOGIES LLC require in a posting or otherwise U.S. citizenship or lawful permanent residency in the U.S. as a condition of employment except as necessary to comply with law, regulation, executive order, or federal, state, or local government contract.

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