Financial Data & Analytics Analyst - Excel/Tableau

Comunidade Metodista; Richardson (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Cloud Analytics Technologies LLC in Richardson, TX seeks a Financial Data Analyst combining data analytics and financial analysis. Proficiency in Excel, Tableau and Smartsheet is essential, with experience in financial and operational reporting to support budgeting, forecasting, and performance analysis.

The role involves building data infrastructure, performing analyses, creating dashboards, and communicating findings to stakeholders to drive process improvements.

Qualifications

• Combine data analyst and financial analyst duties.
• Strong Excel/Tableau/Smartsheet skills required.
• Experience with financial and operational reporting.

Responsibilities

• Develop and maintain data infrastructure.
• Perform data analysis and management reporting.
• Create data visualizations (charts, tables, dashboards) in Excel/Tableau/Smartsheet.
• Collaborate with stakeholders and present findings clearly.
• Identify opportunities to streamline reporting processes.

Skills

Excel

Tableau

Smartsheet

Tools

SAP

ERP

Job description

Cloud Analytics Technologies LLC in Richardson, TX seeks a Financial Data Analyst combining data analytics and financial analysis. Proficiency in Excel, Tableau and Smartsheet is essential, with experience in financial and operational reporting to support budgeting, forecasting, and performance analysis.

The role involves building data infrastructure, performing analyses, creating dashboards, and communicating findings to stakeholders to drive process improvements.