Financial Data Analyst

Yeo & Yeo CPAs & Advisors; Troy (MI); On-site; USD 75,000 - 110,000; Full time

Job summary

Yeo & Yeo CPAs & Advisors seeks a data analytics professional to advance financial reporting and insights across the firm. You will extract and model data, create dashboards, and present findings to leadership. Collaboration with cross-functional teams is essential to design robust reporting frameworks.

The role emphasizes data governance, process automation, and strategic initiatives to improve financial performance and reduce risk in a fast-paced professional services environment.

Qualifications

• Bachelor's degree required in finance, accounting, economics, data analytics, business administration or related field.
• 3–7 years of experience in financial analysis, business analytics, accounting, or BI.
• Experience in professional services, accounting firm, or consulting preferred.
• Experience supporting leadership with reporting and analysis preferred.

Responsibilities

• Utilize SQL to extract, manipulate, and analyze financial data from databases, spreadsheets, and accounting software.
• Collaborate with cross-functional teams to gather requirements and design data models and reporting frameworks.
• Develop and maintain automated processes for data cleansing, validation, and visualization for accurate financial reporting.
• Prepare detailed reports, dashboards, and presentations with findings and recommendations for management.
• Develop and recommend changes to reporting methodologies, data governance, and performance measurement systems.
• Assist in strategic initiatives to optimize financial performance and mitigate risks.

Skills

Data analysis

Data visualization

Communication

Multi-project management

Education

Bachelor's degree in Finance/ Accounting/ Economics/ Data Analytics/ Business Admin

Tools

SQL

Excel

Power BI

SSRS

Thomson Reuters Practice CS

Karbon

Job description

***This position is an in-person position located in either our Saginaw or Troy office.***

Key Objectives

• Follows firm policies by conforming to the procedures outlined in the Employee Handbook.
• Develops an understanding of the firm's vision, plan, and strategies and their role in achieving them.
• Works sufficient hours needed in order to complete projects assigned.
• Utilize SQL to extract, manipulate, and analyze financial data from various sources including databases, spreadsheets, and accounting software.
• Collaborate with cross-functional teams to gather requirements and design data models and reporting frameworks that meet the needs of internal stakeholders.
• Develop and maintain automated processes for data cleansing, validation, and visualization to ensure accuracy and efficiency in financial reporting.
• Perform in-depth analysis of financial statements, transactional data, and key performance indicators (KPIs) to identify trends, anomalies, and areas for improvement.
• Prepare detailed reports, dashboards, and presentations summarizing findings and recommendations for management.
• Develop and recommend changes to reporting methodologies, data governance standards, and performance measurement systems.
• Assist in the development and implementation of strategic initiatives to optimize financial performance, mitigate risks, and achieve business objectives.
• Exercises independent judgment in developing performance metrics, identifying business risks, and recommending operational improvements.
• Stay current with industry trends, best practices, and regulatory changes.
• Support implementation and enhancement of practice management, financial, payroll, HRIS, CRM, and business intelligence systems.
• Assist in identifying opportunities for process automation and improved system integration.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Business Administration, Statistics, or a related field required.
• Three to seven (3-7) years of experience in financial analysis, business analytics, accounting, or business intelligence.
• Professional services, accounting firm, or consulting experience preferred.
• Experience supporting leadership with reporting and analysis preferred.

Preferred Abilities

• Proficiency in SQL and advanced Excel skills for data manipulation, analysis, and modeling.
• Proficiency with data visualization tools such Power BI, SSRS, or similar platforms.
• Familiarity with Thomson Reuters Practice CS or Karbon is preferred.
• Strong analytical skills with the ability to interpret complex financial data and draw actionable insights.
• Excellent communication and interpersonal skills with the ability to effectively collaborate with colleagues at all levels.
• Detail-oriented mindset with a commitment to accuracy and quality in financial analysis and reporting.
• Ability to manage multiple projects simultaneously and prioritize tasks in a fast-paced, deadline-driven environment.

Knowledge, Skills, and Abilities

• Knowledge of Reporting – Knowledge of financial reporting concepts and dashboard development to prepare detailed reports, dashboards, and presentations that support firm-wide and individual office needs.
• Skill in Data Collection – Skill in collaborating with stakeholders across the firm to gather requirements and design data models that meet financial and operational reporting needs.
• Ability to Analyze Financial Data – Ability to perform in-depth analysis of financial statements, transactional data, and performance metrics to identify trends, explain results, and support management decisions that optimize firm performance.
• Ability to Prepare Accurate Work Product – Ability to accurately prepare presentable data and reporting at regular intervals throughout the year while completing other assigned tasks as needed.
• Ability to Think Analytically – Ability to use a logical, systematic, and sequential approach to solve problems by breaking complex tasks into component parts, evaluating details, and identifying possible causes and solutions.
• Skill in Producing Quality Work – Skill in producing accurate, complete, and professional work product by recognizing and learning from mistakes, reducing errors, and maintaining a commitment to quality and presentation.
• Skill in Communication – Skill in conveying written and verbal information clearly, concisely, and accurately; maintaining regular communication; understanding instructions; making requests; and asking appropriate questions.
• Ability to Demonstrate Personal Credibility – Ability to act as a professional representative of the Firm, protect confidential information, demonstrate honesty and integrity, and understand that personal actions reflect on the Firm.

Physical Demand

• Frequent use of hands, wrists, fingers associated with computer equipment.
• Required to sit for extended periods of time.
• Occasionally stoop, kneel, crouch or crawl.
• Normal visual acuity, ability to talk and hear.
• Occasionally lift and/or move up to 20 pounds.

Working Conditions

• On-site position; required to travel to other Yeo & Yeo office locations as needed
• Normal office environment
• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.

Our commitment is to continually invest in our people, both professionally and personally. That is why our benefits and perks go beyond industry standard. Our offerings include competitive salaries; excellent medical, dental and vision plan options; bonuses; referral programs; life insurance; 401(k) plan; an award-winning CPA certification program; community service opportunities; flexible work arrangements; fun firm events; and so much more.