Financial Data Analyst

IMPRESSION IMAGING LLC; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company in New York is seeking a Financial Data Analyst to support the Accounts Payable and Finance teams. The role involves analyzing payment trends, developing Excel tools, and improving operational efficiency. Candidates should possess strong Excel skills, including pivot tables and VBA programming. This position also requires analytical abilities and attention to detail, making it essential for effective financial reporting and data management.

Qualifications

• Advanced Microsoft Excel expertise including Pivot Tables, XLOOKUP, and other functions.
• Experience in developing Excel macros and light VBA.
• Strong analytical skills to manage financial data.

Responsibilities

• Analyze historical payment data to identify trends.
• Create and maintain pivot tables for data analysis.
• Develop dashboards to represent financial activity.
• Organize and clean financial datasets.

Skills

Advanced Microsoft Excel expertise

Excel macros and light VBA

Analytical and problem-solving skills

Data structuring skills

Attention to detail

Organizational skills

Job description

Position Summary

The Financial Data Analyst supports the Accounts Payable and Finance teams by analyzing payment trends, building data models, and developing Excel-based tools to improve reporting and operational efficiency. This role leverages advanced Excel functions, pivot tables, macros, and light VBA coding to automate processes, analyze financial data, and respond to ad‑hoc analytical requests.

Key Responsibilities

Data Analysis & Reporting

• Analyze historical Accounts Payable payment data to identify trends and predict future payment activity.
• Create and maintain pivot tables and calculated fields to support ad‑hoc data analysis requests.
• Develop data summaries, reports, and dashboards to help stakeholders understand financial activity.
• Provide insights and recommendations based on payment trends and operational data.

Excel Automation & Tool Development

• Build and maintain Excel-based systems and models used for tracking and analyzing financial data.
• Develop and maintain macros and light VBA code to automate repetitive tasks and improve workflow efficiency.
• Utilize advanced Excel formulas to structure and analyze large datasets.

Data Management

• Organize, clean, and structure financial datasets to ensure data accuracy and usability.
• Create scalable data structures that allow users to visualize and interact with financial data.
• Support ongoing improvements to financial reporting processes.

Ad-Hoc Analysis

• Respond to ad-hoc reporting and analysis requests from finance and operational teams.
• Design custom analytical views using pivot tables, formulas, and filters.

Required Skills

• Advanced Microsoft Excel expertise including Pivot Tables, Calculated Fields, XLOOKUP, FILTER, UNIQUE, SUMIFS / COUNTIFS, IF, AND, OR, NOT, ISNUMBER, CONCAT.
• Experience developing and maintaining Excel macros and light VBA.
• Strong analytical and problem‑solving skills.
• Ability to work with datasets and structure data for analysis.
• Strong attention to detail and organizational skills.