Senior Financial/Data Analyst

Workoo Technologies; Houston (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

A financial analytics company in Houston is seeking a Senior Financial/Data Analyst to develop revenue modeling and perform thorough customer profitability analysis. Candidates should have a BA/BS in Finance and over 5 years of experience in Finance/FP&A. Proficiency in Tableau, SQL, and expert Excel skills are essential. This role involves understanding market share and optimizing financial processes, with a detail-oriented and analytical mindset required.

Qualifications

• 5+ years of Finance/FP&A experience.
• Proficient in Tableau, SQL and expert Excel model builder.
• Extremely detail oriented and not easily overwhelmed.

Responsibilities

• Develop revenue modeling across multiple data platforms.
• Perform customer profitability analysis and provide recommendations.
• Analyze year-over-year revenue variances.

Skills

Financial modeling

Customer profitability analysis

Data analysis

Budget planning

Analytical skills

Education

BA/BS degree in Finance or related field

Tools

Tableau

SQL

Excel

Job description

About the job Senior Financial/Data Analyst

The primary skill set is working with data and providing customer related information in an attempt to understand and capture current and future market share. Once beyond revenue and custom insight metrics, the position can expand to take on ad hoc financial analysis including financial forecasting, budgeting and acquisition integration/analysis.

Responsibilities

• Develop revenue modeling across multiple data platforms and related KPIs to provide new insights into our customers and businesses.
• Perform customer profitability analysis and provide recommendations on how to optimize revenue.
• Analyze year-over-year revenue variances to give management a high-level view of changes.
• Review customer accounts for potential revenue leakage.
• Assist with the annual budget planning cycle and forecasting process.
• Assist in the implementation of financial reporting, budgeting and forecasting software.
• Monitor sales metrics against monthly/quarterly sales targets.
• Perform monthly variance reporting for departments and work with them to stay within budget.
• Perform ad hoc analysis to support departmental and business development initiatives.
• Perform research and analysis as needed.

Qualifications

• BA/BS degree in Finance or related field.
• 5+ years of Finance/FP&A experience.
• Proficient in Tableau, SQL and expert Excel model builder.
• Extremely detail oriented and not easily overwhelmed.
• Strong analytical, organizational skills and curious about developing new methods and processes.
• Highly flexible, comfortable with large amounts of information, and adept at management expectations.

For immediate consideration, please attach your resume to our job board.