Job Description:
The Financial & BI Analyst supports finance teams and business units by gathering, organizing, and analyzing data to produce reporting, dashboards, and financial models that improve decision-making. This role is execution-focused, building core competencies in financial analysis, BI tooling, and SQL while contributing to a collaborative analytics team.
Key Responsibilities and Essential Job Functions
- Collect, organize, and analyze financial and business data to create meaningful visualizations, presentations, and dashboards that support strategic and operational goals.
- Support the automation of financial reporting processes, including monthly and quarterly performance dashboards, using tools such as QlikSense, Anaplan, Netsuite and Excel.
- Perform financial analysis including variance analysis, budgeting support, and forecasting, integrating BI tools with financial models to contribute to planning processes.
- Develop SQL queries to extract and manipulate data from relational databases in support of ad hoc and recurring analysis.
- Identify relevant data sources, transform raw data into clean and structured datasets, and build connections between financial and operational data.
- Partner with finance teams and business units to understand recurring reporting needs and translate them into dashboard and analytical solutions.
- Capture and document business, functional, and data requirements clearly and accurately to support BI development and reporting projects.
- Assist in the execution of user acceptance testing, including running test cases and validating data accuracy in financial reports and dashboards.
- Help design, document, and maintain system and reporting processes; track and document changes to functional and business specifications.
- Participate actively in team knowledge-sharing; seek mentorship and apply learnings to continuously improve the quality and impact of analytical output.
- Perform other duties as required and assigned.
Required Qualifications
- BS/BA degree in Finance, Economics, Statistics, Mathematics, Data Analytics, Computer Science, or a related field
- 2–5 years of experience in financial analysis, business intelligence, or a related analytical role
- Strong analytical skills with comfort working across large datasets
- Solid Excel skills and exposure to BI tools such as Tableau, QlikSense, Power BI, or equivalent
- Familiarity with SQL or demonstrated willingness to develop proficiency
- Clear written and verbal communication skills with the ability to work across business and technical teams
- Collaborative, curious, and eager to grow in a fast-paced environment
Preferred Qualifications
- Prior experience in finance, marketing analytics, business performance reporting, or a related field
- Exposure to Anaplan or other financial planning tools
- MS/MBA degree (or currently enrolled) in a quantitative field
- Data Center or Technology industry experience
Base Pay Range: Annualized salary range offered for this position is estimated to be $85,000 - $105,000. However, the actual pay range depends on each candidate’s experience, location, and qualifications.
Variable Pay: Discretionary annual bonus, based on personal and company performance.
#LI-Hybrid
Not meeting every single requirement? No problem! We are looking for candidates who possess unique skills that set them apart from the rest. If you're enthusiastic about this role and believe you have the skills and abilities that would make you successful, don't hesitate to apply today!
Benefits of working at Flexential:
• Medical, Telehealth, Dental and Vision
• 401(k)
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
• Life and AD&D
• Short Term and Long-Term disability
• Flex Paid Time Off (PTO)
• Leave of Absence
• Employee Assistance Program
• Wellness Program
• Rewards and Recognition Program
Benefits are subject to change at the Company's discretion.
Flexential participates in the E-Verify program. Please click here for more information.
EEOC Statement: Flexential is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
