Financial Data Analyst (Entry Level)

Surprise Insights; Town of Florida (NY); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive entry-level salary

Performance-based bonuses

Clear career advancement opportunities

Job summary

A data analytics firm in New York is seeking an entry-level Financial Data Analyst passionate about transforming financial data into actionable insights. The role involves collecting and cleaning datasets, supporting financial analysis, and building reports for budgeting and forecasting. Candidates are required to have strong Excel skills and a degree in Finance or a related field. This position offers a competitive salary and a clear career path into advanced financial roles.

Qualifications

• Strong Excel skills for data manipulation and analysis.
• Basic understanding of SQL for querying datasets.
• Understanding of income statements and balance sheets.

Responsibilities

• Collect and standardize financial datasets from various sources.
• Assist with month-end and quarter-end analysis.
• Build reports and dashboards for budgeting support.

Skills

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

Basic SQL

Understanding of financial statements

Analytical mindset

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.

Qualifications

• 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 & Benefits

• Competitive entry‑level salary.
• Performance‑based bonuses.
• Clear path into Financial Analyst, Senior Analyst, or FP&A roles.
• Credits and credit checks required before interview.

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.

Application Process

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.

Key Attributes

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