Remote Senior Financial Data Analyst - FP&A Insights

The Helmsman Group LLC; Kentucky; Remote; USD 85,000 - 110,000; Full time

Job summary

The Helmsman Group LLC is seeking a Senior Data Analyst to drive financial data analysis, forecasting, and reporting. This role partners with Finance, Accounting, and Operations to deliver data-driven insights that inform budgeting and strategic decisions.

Responsibilities include building dashboards, performing variance analyses, and developing models to support monthly and quarterly closes. Strong SQL, Excel, and BI skills are essential in a remote-capable environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, or a related field.
• 4–7 years of experience in financial analysis, data analytics, FP&A, business intelligence, or a related field.
• Advanced Microsoft Excel skills, including pivot tables, formulas, lookups, and financial modeling.
• Strong SQL skills and experience working with financial and business datasets.
• Experience with Power BI, Tableau, or other business intelligence and data visualization platforms.
• Strong analytical and problem-solving skills.
• Ability to interpret complex financial information and translate it into actionable business insights.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to work with confidential financial information.

Responsibilities

• Analyze financial and operational data to identify trends, variances, risks, and opportunities.
• Perform financial analysis related to revenue, expenses, profitability, cash flow, budgets, and forecasts.
• Develop and maintain financial reports, dashboards, and KPIs.
• Conduct budget-to-actual and forecast-to-actual variance analysis.
• Support monthly, quarterly, and annual financial reporting activities.
• Prepare financial models, forecasts, and scenario analyses to support business planning.
• Analyze revenue and expense trends and identify key drivers of financial performance.
• Work with Finance and Accounting teams to reconcile financial data and investigate discrepancies.
• Extract, transform, and analyze data from ERP, accounting, financial, and operational systems.
• Use SQL, Excel, Power BI, Tableau, or similar tools to analyze and visualize financial information.
• Develop automated reporting solutions to improve the efficiency and accuracy of financial analysis.
• Create executive-level reports and presentations that communicate financial performance and business insights.
• Support FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.
• Analyze profitability by product, customer, business unit, department, or other relevant dimensions.
• Perform ad-hoc financial analysis and provide data-driven recommendations to management.
• Identify opportunities for cost reduction, process improvement, and improved financial performance.
• Validate financial data and ensure reports are accurate, complete, and consistent.
• Collaborate with Accounting, FP&A, Treasury, Operations, IT, and other departments on financial data initiatives.
• Document reporting processes, data sources, calculations, and analytical methodologies.
• Maintain confidentiality and security of sensitive financial and business information.
• Mentor junior analysts and support the development of financial analytics best practices.

Skills

Financial Data Analysis

SQL

Power BI/Tableau

Advanced Excel

Financial Modeling

Budgeting & Forecasting

Data Visualization

KPI Development

Data Reconciliation

Process Automation

Leadership

Education

Bachelor's degree in Finance/Accounting/Analytics

Master's degree preferred

Tools

Power BI

Tableau

ERP systems (SAP/Oracle/Netsuite)

Job description

The Helmsman Group LLC is seeking a Senior Data Analyst to drive financial data analysis, forecasting, and reporting. This role partners with Finance, Accounting, and Operations to deliver data-driven insights that inform budgeting and strategic decisions.

Responsibilities include building dashboards, performing variance analyses, and developing models to support monthly and quarterly closes. Strong SQL, Excel, and BI skills are essential in a remote-capable environment.