Financial & Data Analyst

Carbon Data Solutions; United States; Remote; USD 75,000 - 110,000; Full time

Job summary

Carbon Data Solutions is seeking a Financial Analyst / Data Analyst to build financial models, analyze performance, and deliver data-driven insights.

The role blends FP&A with data analytics, requiring strong quantitative skills and experience with SQL, Excel, Python/R, and BI tools.

You will collaborate with finance, operations, and leadership to support strategy, reporting, and forecasting.

Qualifications

• 2+ years in financial analysis, FP&A, BI, or data analytics.
• Strong Excel and SQL skills required.
• Experience with Python or R is a plus.
• Ability to translate data into actionable insights.
• Experience with dashboards and BI reporting.

Responsibilities

• Build financial models (3-statement) and perform scenario analyses.
• Query SQL databases and clean/transform data.
• Create KPI dashboards and executive reports.
• Collaborate with cross-functional teams and present findings.
• Ensure data accuracy and governance.

Skills

Advanced Excel

SQL

Python/R

Financial Modeling

Data Visualization

FP&A

Education

Bachelor's degree in Finance/Accounting/Data Science

Tools

Tableau

Power BI

Looker

ERP data extraction (NetSuite/SAP)

Job description

Job Title: Financial Analyst / Data Analyst

Position Type: Full-Time, Remote
Working Hours: U.S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)

About the Role

Our client is seeking a Financial Analyst / Data Analyst to build financial models, analyze operational and financial performance, and deliver data-driven insights that support strategic decision-making.

This role combines financial analysis with modern data analytics, requiring strong quantitative skills, business acumen, and proficiency with reporting and BI tools. The Financial Analyst / Data Analyst serves as the bridge between raw data and executive strategy — ensuring reporting is accurate, actionable, and aligned with business goals.

The ideal candidate is analytical, detail-oriented, and capable of transforming complex datasets into clear recommendations for leadership and cross-functional teams.

Responsibilities

Financial Modeling & Strategic Analysis

• Build and maintain 3-statement financial models including P&L, balance sheet, and cash flow projections
• Create scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunities
• Support forecasting, budgeting, and long-range planning initiatives
• Analyze financial performance and identify trends impacting profitability, growth, and operational efficiency

Data Analysis & Reporting

• Query SQL databases and work with large structured datasets
• Clean, transform, and validate data using Excel, Python, R, or related tools
• Conduct variance analysis comparing actual performance against budgets and forecasts
• Develop recurring and ad hoc reports for finance, operations, and leadership teams

Dashboard Development & Business Intelligence

• Build and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI tools
• Ensure reporting consistency, data integrity, and standardized metric definitions across departments
• Create executive-ready visualizations and reporting packages for leadership and board presentations
• Improve visibility into operational and financial performance through automated reporting systems

Forecasting, Planning & Business Support

• Partner with FP&A, finance, sales, and operations teams to refine forecasts and budgets
• Incorporate real-time business trends into rolling forecasts and scenario planning
• Support strategic initiatives through financial and operational analysis
• Translate business needs into measurable KPIs and analytical frameworks

Data Governance & Accuracy

• Validate and reconcile data sources to ensure accuracy and reliability
• Document methodologies, assumptions, and reporting processes for transparency and repeatability
• Identify opportunities to improve reporting efficiency, automation, and data quality
• Maintain organized, audit-ready documentation and analysis workflows

Cross-Functional Collaboration

• Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams
• Present findings and recommendations clearly to both technical and non-technical audiences
• Support decision-making with concise, actionable insights backed by data and financial analysis

What Makes You a Perfect Fit

• Strong analytical thinker capable of turning complex data into simple, actionable insights
• Highly detail-oriented with strong standards for accuracy and consistency
• Excellent communicator comfortable presenting to executives and stakeholders
• Curious and proactive in identifying trends, opportunities, and operational risks
• Strong balance of technical analysis and business understanding

Required Experience & Skills

• 2+ years of experience in financial analysis, FP&A, business intelligence, or data analytics
• Advanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modeling
• Strong SQL skills for querying and analyzing datasets
• Experience preparing variance analyses, forecasting models, and management reports
• Ability to work with large datasets and synthesize findings clearly

Preferred Experience & Skills

• Experience using Python or R for advanced analytics and data transformation
• Familiarity with BI tools such as Tableau, Power BI, or Looker
• Industry experience in SaaS, finance, healthcare, or professional services
• Experience extracting data from ERP systems such as NetSuite, SAP, or Oracle
• Knowledge of financial planning, budgeting, and operational KPI frameworks
• Exposure to automation or advanced reporting workflows

What Does a Typical Day Look Like?

A Financial Analyst / Data Analyst’s day revolves around transforming financial and operational data into meaningful business insights. You will:

• Pull, clean, and validate data from SQL databases, ERP systems, or reporting platforms
• Update financial models and run scenario analyses based on the latest business performance
• Prepare variance analyses explaining deviations from forecast or budget
• Build and maintain dashboards that provide leadership with real-time visibility into KPIs
• Collaborate with stakeholders to interpret data and support strategic decisions
• Document assumptions, methodologies, and reporting logic to ensure consistency and transparency

In essence: you ensure leadership always has accurate, timely, and actionable insights to guide business decisions and long-term strategy.

Key Metrics for Success (KPIs)

• Forecast and model accuracy within agreed variance thresholds
• Timely delivery of monthly, quarterly, and ad hoc reporting
• Reliability and usability of dashboards and reporting tools
• Improved data quality and reporting consistency
• Actionable insights that support strategic and operational decisions
• Positive stakeholder feedback on reporting clarity and analytical support

Interview Process

• Initial Phone Screen

Video Interview with Pavago Recruiter

• Practical Assessment (e.g., financial model, dashboard creation, or analytical case study)
• Client Interview with Finance / Operations Leadership

Offer & Background Verification