Financial Data Analyst (Entry Level)

Surprise Insights

Georgia

On-site

Full time

14 days+

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Benefits offered by this job

Performance-based bonuses

Clear growth path into financial roles

Job summary

A financial analytics firm in Georgia is seeking an entry-level Financial Data Analyst to transform complex financial data into accessible insights for decision-making. The role involves cleaning and standardizing datasets, assisting in financial analyses, and creating reports to support budgeting and forecasting efforts. Ideal candidates should possess strong Excel skills, basic SQL knowledge, and a bachelor's degree in a relevant field. This position offers competitive entry-level salary and performance-based bonuses, along with opportunities for career progression.

Qualifications

Basic understanding of income statements and balance sheets.
Willingness to learn financial concepts and analysis.

Responsibilities

Collect, clean, and standardize financial datasets from various sources.
Assist with month-end and quarter-end financial analysis.
Build reports and dashboards for budgeting and forecasting.
Analyze cost drivers and operational metrics for efficiencies.

Skills

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

Basic SQL experience for querying financial datasets

Analytical mindset with strong attention to numerical accuracy

Ability to explain findings in a simple, business-friendly way

Education

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

Job description

Job Overview

We’re looking for an entry-level Financial Data Analyst who’s passionate about transforming financial numbers into clear insights that support budgeting, forecasting, and operational decision-making. You’ll work closely with senior analysts, finance teams, and operations leaders to maintain financial datasets, build reports, and identify trends that help the business manage costs and improve performance.

Responsibilities

Collect, clean, and standardize financial datasets from internal systems, spreadsheets, and reporting tools.
Assist with month‑end and quarter‑end financial analysis, including revenue trends, expense patterns, and variance explanations.
Build reports and dashboards to support budgeting, forecasting, and financial planning.
Analyze cost drivers, spending behavior, and operational metrics to identify inefficiencies.
Support the finance team in developing financial models and scenario analysis tools.
Track KPIs, create data visualizations, and summarize findings for leadership.
Maintain accuracy, quality, and documentation of all financial data sources.

Requirements

Strong Excel/Google Sheets skills (VLOOKUP, Pivot Tables, formulas).
Basic SQL experience for querying financial datasets.
Understanding of income statements, balance sheets, and basic financial concepts.
Analytical mindset with strong attention to numerical accuracy.
Ability to explain findings in a simple, business‑friendly way.
Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent practical experience).

Compensation

Competitive entry‑level salary. Performance‑based bonuses.

Potential Benefits

Clear growth path into Financial Analyst, Senior Analyst, or FP&A roles.

Credit Score Requirement

Due to the financial nature of this role and access to sensitive transaction data, all shortlisted applicants must undergo a standard credit check and background verification before interview scheduling.

AI Hiring Tools

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Details