Financial Data Analyst: SQL, Dashboards & Insights

Yeo & Yeo CPAs & Advisors; Troy (MI); On-site; USD 75,000 - 110,000; Full time

Job summary

Yeo & Yeo CPAs & Advisors seeks a data analytics professional to advance financial reporting and insights across the firm. You will extract and model data, create dashboards, and present findings to leadership. Collaboration with cross-functional teams is essential to design robust reporting frameworks.

The role emphasizes data governance, process automation, and strategic initiatives to improve financial performance and reduce risk in a fast-paced professional services environment.

Qualifications

• Bachelor's degree required in finance, accounting, economics, data analytics, business administration or related field.
• 3–7 years of experience in financial analysis, business analytics, accounting, or BI.
• Experience in professional services, accounting firm, or consulting preferred.
• Experience supporting leadership with reporting and analysis preferred.

Responsibilities

• Utilize SQL to extract, manipulate, and analyze financial data from databases, spreadsheets, and accounting software.
• Collaborate with cross-functional teams to gather requirements and design data models and reporting frameworks.
• Develop and maintain automated processes for data cleansing, validation, and visualization for accurate financial reporting.
• Prepare detailed reports, dashboards, and presentations with findings and recommendations for management.
• Develop and recommend changes to reporting methodologies, data governance, and performance measurement systems.
• Assist in strategic initiatives to optimize financial performance and mitigate risks.

Skills

Data analysis

Data visualization

Communication

Multi-project management

Education

Bachelor's degree in Finance/ Accounting/ Economics/ Data Analytics/ Business Admin

Tools

SQL

Excel

Power BI

SSRS

Thomson Reuters Practice CS

Karbon

Job description

Yeo & Yeo CPAs & Advisors seeks a data analytics professional to advance financial reporting and insights across the firm. You will extract and model data, create dashboards, and present findings to leadership. Collaboration with cross-functional teams is essential to design robust reporting frameworks.

The role emphasizes data governance, process automation, and strategic initiatives to improve financial performance and reduce risk in a fast-paced professional services environment.