Financial Data Analyst (Entry Level)

Surprise Insights; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Performance-based bonuses

Clear growth path into advanced roles

Job summary

A financial analytics company in New York is seeking an entry-level Financial Data Analyst passionate about transforming financial data into insights. The role involves collecting and cleaning financial datasets, building reports, and assisting in financial analysis. Candidates should have strong Excel skills and a relevant bachelor's degree. The position offers a competitive salary ranging from $80,000 to $120,000, with performance-based bonuses and clear opportunities for advancement.

Qualifications

• Must be proficient in Excel/Google Sheets for data manipulation.
• Basic SQL knowledge required for querying data sets.
• Understanding of financial statements is necessary.

Responsibilities

• Collect and standardize financial datasets.
• Assist with financial analysis and reporting.
• Build reports for budgeting and forecasting.

Skills

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

Basic SQL experience

Analytical mindset with attention to numerical accuracy

Ability to explain findings simply

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 (range $80,000–$120,000).
• Performance‑based bonuses.
• 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 Recruitment Note

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.