drjobs Data Analyst

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Job Location drjobs

San Jose, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Introduction
This document outlines the key roles and responsibilities of a Data Analyst with experience in the Financial Planning & Analysis (FP&A) domain. This role is critical for leveraging data to provide actionable insights that support strategic decision-making within the finance function.
Key Responsibilities
  • Data Collection and Preparation:
    • Gathering financial and operational data from various sources (e.g. ERP systems CRM data warehouses spreadsheets).
    • Cleaning validating and transforming data to ensure accuracy and consistency for analysis.
    • Developing and maintaining robust data models to support FP&A activities.
  • Financial Analysis and Reporting:
    • Conducting in-depth financial analysis including variance analysis trend analysis and forecasting.
    • Developing and maintaining financial reports dashboards and visualizations to communicate key performance indicators (KPIs) and insights to stakeholders.
    • Supporting the annual budgeting and forecasting processes through data-driven insights.
  • Business Partnering and Collaboration:
    • Collaborating with finance operations and other departments to understand business needs and translate them into data requirements.
    • Presenting complex data findings in a clear concise and understandable manner to non-technical audiences.
    • Providing analytical support for strategic initiatives investment evaluations and cost optimization efforts.
  • System and Process Improvement:
    • Identifying opportunities to automate data collection analysis and reporting processes.
    • Working with IT and other teams to improve data infrastructure and analytical tools.
    • Ensuring data governance and best practices are followed for data integrity and security.
  • Ad-Hoc Analysis and Special Projects:
    • Performing ad-hoc analyses to address specific business questions or challenges.
    • Participating in special projects that require data expertise such as M&A due diligence or new product launches.
Required Skills and Qualifications
  • Educational Background:
    • Bachelors degree in Finance Accounting Economics Data Science Statistics or a related quantitative field. Masters degree preferred.
  • Technical Skills:
    • Proficiency in data manipulation and analysis tools (e.g. SQL Python R).
    • Strong expertise in spreadsheet software (e.g. Microsoft Excel) for financial modeling and analysis.
    • Experience with Business Intelligence (BI) and data visualization tools (e.g. Tableau Power BI Qlik Sense).
    • Familiarity with financial planning systems (e.g. Anaplan Hyperion Adaptive Insights).
  • Domain Knowledge:
    • Proven experience working as a Data Analyst within an FP&A function.
    • Solid understanding of financial statements accounting principles and corporate finance concepts.
    • Knowledge of budgeting forecasting and financial reporting processes.
  • Soft Skills:
    • Excellent analytical and problem-solving skills with a strong attention to detail.
    • Ability to translate data into actionable business insights.
    • Strong communication presentation and interpersonal skills.
    • Ability to work independently and collaboratively in a fast-paced environment.
    • Strong organizational and time management skills to handle multiple projects simultaneously.

Employment Type

Full-time

Company Industry

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