Financial Data Analyst (Entry Level)

Surprise Insights; New York (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Competitive entry-level salary

Performance-based bonuses

Clear growth path

Job summary

A finance analytics firm in New York is seeking an entry-level Financial Data Analyst to transform financial data into actionable insights. The role involves collecting and standardizing financial datasets, assisting in financial analyses, and creating reports to support budgeting and forecasting processes. Candidates should possess strong Excel skills and a Bachelor's degree in Finance or a related field. This position offers a clear growth path into Senior Analyst roles and performance-based bonuses.

Qualifications

• Strong Excel skills including VLOOKUP, Pivot Tables, and formulas.
• Basic SQL knowledge for querying financial datasets.
• Understanding of financial statements and concepts.
• Identify trends to help control costs and improve performance.
• Maintain accuracy and documentation of data sources.
• Explain findings in business terms for leadership.

Responsibilities

• Collect, clean, and standardize financial datasets.
• Assist with month-end and quarter-end financial analysis.
• Build reports and dashboards for budgeting and forecasting.
• Analyze cost drivers and operational metrics.
• Build reports and dashboards to support budgeting and forecasting.
• Analyze cost drivers and operational metrics to identify inefficiencies.
• Support finance in developing financial models and scenario analysis.
• Track KPIs and summarize findings for leadership.
• Maintain data source accuracy and documentation.

Skills

Strong Excel/Google Sheets skills

Basic SQL experience

Analytical mindset

Analytical mindset

Communication of findings

Bachelor’s degree (Finance/Accounting/

Education

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

Tools

SQL

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.

Benefits

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

Credit Check 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 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.