Financial Data Analyst (Entry Level)

South Bromsgrove High Teaching School; Massachusetts; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Clear growth path in finance roles

Job summary

An educational institution is seeking an entry-level Financial Data Analyst with strong Excel skills to transform financial data into actionable insights. This role involves collecting and standardizing datasets, performing financial analysis, and supporting budgeting and forecasting efforts. The ideal candidate holds a degree in finance or a related field and possesses an analytical mindset with attention to detail. Opportunities for career advancement into Financial Analyst roles are available.

Qualifications

• Proficient in Excel and Google Sheets for data analysis and reporting.
• Familiarity with SQL for querying datasets.
• Ability to analyze financial documents and explain findings.

Responsibilities

• Collect and standardize financial datasets for analysis.
• Conduct month-end and quarter-end financial analysis.
• Build reports and dashboards for budgeting and forecasting.
• Analyze spending behavior to identify inefficiencies.
• Support development of financial models and tools.
• Track KPIs and visualize data for leadership.
• Ensure accuracy of financial data sources.

Skills

Excel skills (VLOOKUP, Pivot Tables)

Basic SQL experience

Understanding of financial concepts

Analytical mindset

Clear communication

Education

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

Job description

1 day ago Be among the first 25 applicants

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).

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.

Compensation

• Competitive entry‑level salary.
• Performance‑based bonuses.

Potential Benefits

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

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.