Financial Data Analyst

Heartland Consulting; United States; Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings options

Professional development and training

Job summary

Heartland Consulting is seeking a Financial Data Analyst for federal contract opportunities. The role focuses on budget execution, financial analysis, reporting, reconciliation, and automation using Excel, Power Query, and Power BI.

Ideal candidates will have hands-on financial analysis experience and strong technical skills across Excel, Power Query, Power BI, and financial systems. Remote, hybrid, or on-site work options apply based on contract requirements.

Qualifications

• Must have hands-on financial analysis experience.
• Experience with budget execution and reconciliation in federal contexts.
• Strong skills in Excel, Power BI, and Power Query.
• Experience with financial systems used in DoD programs is a plus.

Responsibilities

• Analyze financial, budget, and operational data to support management decisions.
• Track obligations, commitments, expenditures, execution rates, and financial metrics.
• Develop and maintain funds status, variance, reconciliation, and financial tracking reports.
• Reconcile transactions and identify discrepancies across systems and data sources.
• Create dashboards and reporting to visualize budget execution and financial performance.
• Automate recurring financial reports, notifications, approvals, and data collection processes.
• Develop financial models and recurring reports using Excel and Power Query.
• Support data validation, reconciliation activities, and audit readiness.
• Document processes, automated workflows, and reporting procedures.
• Collaborate with budget officers, program managers, and stakeholders.

Skills

Financial analysis

Budget execution

Data visualization

Excel

Power BI

Power Query

SQL

Tableau

Education

Bachelor's degree in finance, accounting, business, data analytics, or related field

Tools

Power BI

Power Query

Microsoft Excel

Microsoft Power Automate

SQL

Tableau

DEAMS

GFEBS

DTS

Checkbook

Pegasys

Job description

Company: Heartland Consulting
Employment Type: Full-Time / Anticipated Future Opportunities
Location: Remote, Hybrid, or On-Site depending on contract requirements

Position Summary

Heartland Consulting is seeking Financial Data Analysts for anticipated federal contract opportunities involving budget execution, financial analysis, reporting, reconciliation, data visualization, and process automation.

Ideal candidates will combine hands-on financial or budget analysis experience with strong technical skills in Excel, Power BI, Power Query, financial systems, and workflow automation.

Key Responsibilities

• Analyze financial, budget, and operational data to support management decision-making.
• Track obligations, commitments, expenditures, execution rates, and other financial metrics.
• Develop and maintain Status of Funds, variance, reconciliation, and financial tracking reports.
• Reconcile transactions and identify discrepancies across financial systems and data sources.
• Develop dashboards and reporting solutions to provide visibility into budget execution and financial performance.
• Automate recurring financial reports, notifications, approvals, and data collection processes.
• Develop financial models and recurring reporting tools using Excel and Power Query.
• Support financial data validation and reconciliation activities.
• Document financial processes, automated workflows, and reporting procedures.
• Support audit readiness and internal control activities.
• Work with budget officers, resource managers, program managers, and other stakeholders.

Desired Software & Systems Experience

Candidates should have hands-on experience with financial analysis tools and one or more federal or DoD financial systems.

Primary Tools

• Microsoft Excel – advanced formulas, financial analysis, and reconciliation
• Power Query – data cleanup, transformation, and recurring reporting
• Microsoft Power BI – financial dashboards and reporting
• Microsoft Power Automate – workflow and reporting automation

Federal / DoD Financial Systems

Experience with one or more of the following is highly desirable:

• DEAMS
• GFEBS
• DTS
• Checkbook
• Pegasys

Experience with SQL or Tableau is a plus.

Preferred Qualifications

• Experience with federal or DoD financial management, budget execution, resource management, or financial analysis.
• Experience using financial systems of record and reconciling information across multiple systems.
• Advanced Microsoft Excel skills.
• Experience developing Power BI dashboards and financial reports.
• Experience automating financial or administrative processes.
• Strong analytical, organizational, and communication skills.
• Bachelor's degree in finance, accounting, business, data analytics, or a related field preferred.

Benefits

Heartland Consulting offers a competitive benefits package for eligible employees, which may include:

• Medical, dental, and vision insurance
• Retirement savings options
• Professional development and training opportunities
• Career growth opportunities across federal and commercial programs

Specific benefits and eligibility may vary based on position, employment status, and contract requirements.

Equal Employment Opportunity

Heartland Consulting is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.