Financial Data Analyst (Entry Level)

Surprise Insights; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Clear growth path to advanced roles

Job summary

A financial analytics firm is seeking an entry-level Financial Data Analyst to transform financial data into insights for decision-making. You will work with finance teams to collect and analyze datasets, build reports, and help identify trends. The ideal candidate has strong Excel skills, basic SQL knowledge, and a relevant degree. This role offers competitive compensation, a clear growth path into more advanced analyst roles, and performance-based bonuses. Candidates must undergo a credit check due to data sensitivity.

Qualifications

• Strong Excel skills with VLOOKUP and Pivot Tables.
• Basic SQL experience is necessary.
• Analytical mindset with attention to numerical accuracy.

Responsibilities

• Collect and standardize financial datasets.
• Assist with month-end financial analysis.
• Build reports and dashboards for financial planning.
• Analyze cost drivers and identify inefficiencies.
• Track KPIs and summarize findings for leadership.

Skills

Excel/Google Sheets Skills

Basic SQL

Understanding of financial statements

Analytical mindset

Data visualization

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 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.

Additional Hiring Information

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

Seniority level: Associate
Employment type: Full‑time
Job function: Information Technology
Industry: Transportation, Logistics, Supply Chain and Storage