Financial Data Analyst: Dashboards, Forecasting & Insights

Surprise Insights; Town of Florida (NY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive entry-level salary

Performance-based bonuses

Clear career advancement opportunities

Job summary

A data analytics firm in New York is seeking an entry-level Financial Data Analyst passionate about transforming financial data into actionable insights. The role involves collecting and cleaning datasets, supporting financial analysis, and building reports for budgeting and forecasting. Candidates are required to have strong Excel skills and a degree in Finance or a related field. This position offers a competitive salary and a clear career path into advanced financial roles.

Qualifications

• Strong Excel skills for data manipulation and analysis.
• Basic understanding of SQL for querying datasets.
• Understanding of income statements and balance sheets.

Responsibilities

• Collect and standardize financial datasets from various sources.
• Assist with month-end and quarter-end analysis.
• Build reports and dashboards for budgeting support.

Skills

Excel/Google Sheets (VLOOKUP, Pivot Tables, formulas)

Basic SQL

Understanding of financial statements

Analytical mindset

Ability to explain findings simply

Education

Bachelor’s degree in Finance, Accounting, Economics or related field

Job description

A data analytics firm in New York is seeking an entry-level Financial Data Analyst passionate about transforming financial data into actionable insights. The role involves collecting and cleaning datasets, supporting financial analysis, and building reports for budgeting and forecasting. Candidates are required to have strong Excel skills and a degree in Finance or a related field. This position offers a competitive salary and a clear career path into advanced financial roles.