Strategic Financial Data Analyst — Workflows & Forecasting

Cherokee Federal

San Antonio (TX)

On-site

USD 60,000 - 65,000

Full time

9 days ago

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Job summary

Cherokee Federal is seeking a Workflow/Financial Data Analyst in San Antonio, TX to support financial analysis, reporting, and forecasting for senior management. You will manage data sources, develop weekly and monthly dashboards, and prepare memos and presentations for leadership review.

The role emphasizes variance and trend analyses, budgeting support, ROI evaluation, and cross‑functional collaboration with government personnel.

Qualifications

  • Bachelor’s degree in finance, accounting, economics, or related field.
  • 3 years’ experience in data management/analysis.
  • Experience in construction-related discipline.
  • Experience with government automated systems including NexGen IT and FM Suite.
  • Experience with SharePoint.
  • Proficiency in Microsoft Excel and other financial software.
  • Strong analytical skills and attention to detail.
  • Ability to work with large datasets and perform quantitative analysis.

Responsibilities

  • Management of SharePoint Sites.
  • Development of weekly announcements using PDF form.
  • Data entry and analysis.
  • Trend Analysis.
  • Interact with government personnel.
  • Forecasting potential funding impacts.
  • Draft formal memos.
  • Validate project data and perform updates in government systems (NexGen IT, FM Suite, MS Access).
  • Prepare financial reports, dashboards and presentations for management review.
  • Assist in budgeting, forecasting, and financial planning processes.
  • Evaluate investment opportunities and conduct ROI analyses.
  • Provide insights to optimize business performance.
  • Collaborate with cross-functional teams to gather financial data.

Skills

Analytical skills
Forecasting
Financial data interpretation
Excellent quantitative skills
Effective communication

Education

Bachelor's degree in finance, accounting, economics, or related field
3 years’ data management/analysis experience
6 years’ experience may substitute for degree
4 years’ experience + Associate's degree substitute for Bachelor's
Experience in construction-related discipline
Experience with AF Design and Construction Program
Experience with government automated systems (NexGen IT, FM Suite)
SharePoint experience

Tools

Excel
Access
Word
PowerPoint
NexGen IT
FM Suite
SharePoint

Job description

Cherokee Federal is seeking a Workflow/Financial Data Analyst in San Antonio, TX to support financial analysis, reporting, and forecasting for senior management. You will manage data sources, develop weekly and monthly dashboards, and prepare memos and presentations for leadership review.

The role emphasizes variance and trend analyses, budgeting support, ROI evaluation, and cross‑functional collaboration with government personnel.

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