Senior Financial Data Analyst

The CSP Group; Saint Charles (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

A rapidly growing private equity-owned firm is seeking a Senior Financial Data Analyst to drive financial planning and analysis with a strong focus on sales. This role is pivotal in analyzing sales performance, developing financial models, and implementing Power BI dashboards. The ideal candidate will possess a deep understanding of financial principles and the ability to influence decision-making through data-driven insights. If you are a detail-oriented professional with a passion for analytics and collaboration, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• 5+ years of relevant experience in financial analysis.
• Strong proficiency in financial modeling and forecasting.

Responsibilities

• Lead financial planning and analysis activities related to sales.
• Analyze sales performance and provide actionable insights.

Skills

Financial Analysis

Power BI

Financial Modeling

Excel

Data Interpretation

Communication Skills

Education

Bachelor’s degree in Finance

Master’s degree or relevant certification (CFA, CPA)

Tools

Power BI

Excel

Financial Software

Job description

We are working with a rapidly growing newly-acquired private equity owned company headquartered in St. Louis to find an insightful, data-driven, and relationship-focused Senior Financial Data Analyst. The Senior Financial Data Analyst will play a key role in company-wide FP&A with a strong focus on Sales. The role will be critical in driving financial planning and analysis efforts, particularly in relation to sales performance. This position requires a deep understanding of financial principles, strong analytical skills, and the ability to influence decision-making processes through data-driven insights. The ideal candidate will have Power BI expertise and 5+ years of relevant experience.

RESPONSIBILITIES

• Lead the financial planning and analysis activities related to sales, including budgeting, forecasting, and long-term planning.
• Lead the implementation of Power BI and development of dashboards.
• Analyze sales performance, trends, and key metrics to provide actionable insights to senior management.
• Develop and maintain financial models to support sales forecasting and strategic planning.
• Collaborate with sales, marketing, and other departments to gather relevant data and understand business drivers.
• Prepare detailed financial reports and presentations for executive leadership, highlighting sales performance and potential growth opportunities.
• Monitor and report on sales KPIs, identifying variances and potential risks or opportunities.
• Support the development and implementation of sales incentive programs and commission structures.
• Conduct scenario analysis and sensitivity analysis to assess the impact of various business decisions on sales performance.
• Ensure data accuracy and integrity in all financial analyses and reports.
• Mentor and guide junior analysts, fostering a collaborative and high-performance team environment.
• Stay updated with industry trends and best practices in sales analytics and financial planning.

QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, Accounting, Data Science or a related field. A Master’s degree or relevant certification (e.g., CFA, CPA) is a plus.
• 5+ years of relevant experience preferred.
• Power BI expertise Required.
• Proven experience as a Financial Data Analyst or similar role.
• Strong proficiency in financial modeling and forecasting.
• Advanced knowledge of Excel, financial software, and databases.
• Familiarity with statistical analysis and financial metrics.
• Excellent analytical skills with the ability to interpret complex data and present insights clearly.
• Strong attention to detail and a high level of accuracy.
• Effective communication and presentation skills.
• Ability to work independently and as part of a team.
• Strong organizational and time-management skills.