Financial Data Analyst: AI-Driven Insights

FinStrat Management, Inc.; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Unlimited vacation

Flexible work schedule

Medical, dental, and vision insurance

Ongoing education, bonuses, and profit

profit-sharing

Job summary

FinStrat Management, Inc. is seeking a data-driven finance analyst to compile research, financial data, and analysis to support client engagements.

You will work with financial and operational data to identify trends, inconsistencies, and insights, and prepare clear written materials like memos, summaries, and trackers. The role emphasizes curiosity, proactive learning, and collaboration with AI tools such as Claude.

Qualifications

• Bachelor's degree in finance, accounting, business, economics, math, or statistics preferred.
• Strong quantitative skills and comfort with Excel/Google Sheets and large datasets.
• Proactive mindset, curiosity, and willingness to learn AI tools like Claude.

Responsibilities

• Pull together research, financial data, and analysis to support client engagements.
• Work with financial and operational data to identify trends, inconsistencies, and insights.
• Prepare clear, concise written materials like memos, summaries, and trackers.

Skills

Quantitative skills

Excel/Google Sheets

Data analysis

Curiosity / proactive mindset

Education

Bachelor's degree in finance, accounting, business, economics, math, or statistics

Tools

Claude AI

Job description

FinStrat Management, Inc. is seeking a data-driven finance analyst to compile research, financial data, and analysis to support client engagements.

You will work with financial and operational data to identify trends, inconsistencies, and insights, and prepare clear written materials like memos, summaries, and trackers. The role emphasizes curiosity, proactive learning, and collaboration with AI tools such as Claude.