Financial Data Analyst — Remote, Power BI & Automation

Heartland Consulting; United States; Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings options

Professional development and training

Career growth opportunities across fed

Job summary

Heartland Consulting is seeking Financial Data Analysts for anticipated federal contract opportunities. The role focuses on budget execution, financial analysis, reporting, reconciliation, data visualization, and process automation.

Ideal candidates will have hands-on financial or budget analysis experience with Excel, Power BI, Power Query, financial systems, and workflow automation.

Qualifications

• Bachelor's degree in finance, accounting, business, data analytics, or related field.
• Hands-on financial or budget analysis experience required.
• Strong skills in Excel, Power BI, Power Query, and workflow automation.
• Experience with federal or DoD financial systems is highly desirable.

Responsibilities

• Analyze financial, budget, and operational data to support management decision-making.
• Track obligations, commitments, expenditures, execution rates, and other financial metrics.
• Develop and maintain Status of Funds, variance, reconciliation, and financial tracking reports.
• Reconcile transactions and identify discrepancies across financial systems and data sources.
• Develop dashboards and reporting solutions to provide visibility into budget execution and financial performance.
• Automate recurring financial reports, notifications, approvals, and data collection processes.
• Develop financial models and recurring reporting tools using Excel and Power Query.
• Support financial data validation and reconciliation activities.
• Document financial processes, automated workflows, and reporting procedures.
• Support audit readiness and internal control activities.
• Work with budget officers, resource managers, program managers, and other stakeholders.

Skills

Financial data analysis

Excel

Power BI

Power Query

Workflow automation

Education

Bachelor's degree in finance, accounting, business, data analytics, or related field

Tools

Microsoft Excel

Power BI

Power Query

Microsoft Power Automate

SQL

Job description

Company: Heartland Consulting
Employment Type: Full-Time / Anticipated Future Opportunities
Location: Remote, Hybrid, or On-Site depending on contract requirements

Position Summary

Heartland Consulting is seeking Financial Data Analysts for anticipated federal contract opportunities involving budget execution, financial analysis, reporting, reconciliation, data visualization, and process automation.

Ideal candidates will combine hands-on financial or budget analysis experience with strong technical skills in Excel, Power BI, Power Query, financial systems, and workflow automation.

Key Responsibilities

Analyze financial, budget, and operational data to support management decision-making.

Track obligations, commitments, expenditures, execution rates, and other financial metrics.

Develop and maintain Status of Funds, variance, reconciliation, and financial tracking reports.

Reconcile transactions and identify discrepancies across financial systems and data sources.

Develop dashboards and reporting solutions to provide visibility into budget execution and financial performance.

Automate recurring financial reports, notifications, approvals, and data collection processes.

Develop financial models and recurring reporting tools using Excel and Power Query.

Support financial data validation and reconciliation activities.

Document financial processes, automated workflows, and reporting procedures.

Support audit readiness and internal control activities.

Work with budget officers, resource managers, program managers, and other stakeholders.

Desired Software & Systems Experience

Candidates should have hands-on experience with financial analysis tools and one or more federal or DoD financial systems.

Primary Tools

Microsoft Excel – advanced formulas, financial analysis, and reconciliation

Power Query – data cleanup, transformation, and recurring reporting

Microsoft Power BI – financial dashboards and reporting

Microsoft Power Automate – workflow and reporting automation

Experience with one or more of the following is highly desirable:

DEAMS

GFEBS

DTS

Checkbook

Pegasys

Experience with SQL or Tableau is a plus.

Preferred Qualifications

Experience with federal or DoD financial management, budget execution, resource management, or financial analysis.

Experience using financial systems of record and reconciling information across multiple systems.

Advanced Microsoft Excel skills.

Experience developing Power BI dashboards and financial reports.

Experience automating financial or administrative processes.

Strong analytical, organizational, and communication skills.

Bachelor's degree in finance, accounting, business, data analytics, or a related field preferred.

Heartland Consulting offers a competitive benefits package for eligible employees, which may include:

Medical, dental, and vision insurance

Retirement savings options

Professional development and training opportunities

Career growth opportunities across federal and commercial programs

Specific benefits and eligibility may vary based on position, employment status, and contract requirements.

Heartland Consulting is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.