Financial Data Analyst at Cloud Analytics Technologies LLC Richardson, TX

Comunidade Metodista; Richardson (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Cloud Analytics Technologies LLC in Richardson, TX seeks a Financial Data Analyst combining data analytics and financial analysis. Proficiency in Excel, Tableau and Smartsheet is essential, with experience in financial and operational reporting to support budgeting, forecasting, and performance analysis.

The role involves building data infrastructure, performing analyses, creating dashboards, and communicating findings to stakeholders to drive process improvements.

Qualifications

• Combine data analyst and financial analyst duties.
• Strong Excel/Tableau/Smartsheet skills required.
• Experience with financial and operational reporting.

Responsibilities

• Develop and maintain data infrastructure.
• Perform data analysis and management reporting.
• Create data visualizations (charts, tables, dashboards) in Excel/Tableau/Smartsheet.
• Collaborate with stakeholders and present findings clearly.
• Identify opportunities to streamline reporting processes.

Skills

Excel

Tableau

Smartsheet

Tools

SAP

ERP

Job description

Financial Data Analyst job at Cloud Analytics Technologies LLC. Richardson, TX.

Job Description:

Combination ofdata analystand financialanalyst . Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:

1. Develop and maintaindatainfrastructure

Gatherdatafrom multiple sources, maintaindatasets and ensuredataintegrity. Proficiency in nSAP/1ERP will be advantageous.

2. Performdata analysisand management reporting

Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performanceanalysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes.

3. Createdatavisualizations

Design and builddatavisualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complexdatain a clear, simple and impactful manner.

4. Collaborate and communicate findings

Work with stakeholders through thedata analysisand reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner

5. Support process improvements

Identify opportunities to streamline existing reporting and management processes.