Financial Data Analyst

** This is a Rochester , NY in-office position

We are looking for Financial Data Analyst that will be responsible for surfacing data-driven results and insights for our business leaders. In this position, you will provide operational, performance, and financial analysis to frame data-driven decisions - and help implement KPIs and OKRs to track initiative progress/performance to encourage a focus on results and execution.

As part of the finance team but working collaboratively with other departments, you will be exposed to a wide range of functions and develop the knowledge and skills to be a trusted analyst to our business stakeholders. Critical to the success of this role is your ability to develop insightful analysis, work effectively as part of a cross-functional team, and transform data into insights. 

Responsible for:

- Build and maintain basic data models, queries, and reports that reliably and predictably answer business questions from various departments.

- Utilize analytics and metrics visualization tools.

- Troubleshoot and investigates data anomalies.

- Identify trends in data, including segment metrics along suitable dimensions.

- Work closely with finance team and with the company’s leadership team to support the development of data requirements for each team.

- Assemble customer, sales, financial, and other data from various sources and prepare consolidated reports and dashboards utilizing that data.

- Deep dive into both technical and operational portions of the business and contribute to constructive technical and strategy discussions.

- Improve dataset quality and automate manual processes. 

- Set up and maintain data inputs and outputs between our business systems; understanding the meaning and relationships between the source data.

- Recognizing, understanding, and interpreting the trends and anomalies in financial data

How you will be successful:

- Impeccable attention to detail and enormously high standards for accuracy

- Extremely organized with the ability to efficiently use time.

- Collaborative team player, highly coachable, and open to feedback

- Adaptive and accepting of change.

- Eager to find efficient ways to improve processes and workflows.

- Maintaining process documentation and training for back up staff. 

- Timely creation of management and Board reporting packages as measured by on time delivery.

- Accurate and trusted presentation of financial data as measured by a quality score. 

What experience you need ( degree, experience, specific skills etc:

- Familiarity with financial terms such as EBITDA, accruals, and revenue recognition methods

- Proven experience (2+ years) in a data-driven/analytics role or equivalent coursework

- Understand how to use one or more tools such as Tableau, AWS Quick Sight, and PowerBI

- Demonstrated experience building reports, dashboards, and other data visualizations.

- Knowledgeable in a variety of methods for querying, processing, persisting, analyzing, and presenting data.

- Basic knowledge of and experience with database querying (SQL) 

- Excellent problem-solving skills, self-motivated with the capacity to work under tight deadlines. 

- Excellent written and oral communication/presentation skills

- Aptitude and drive to learn new tools quickly.

- Intellectual curiosity with a focus on unearthing new challenges

- Practical experience with data integrations involving Salesforce.com or other CRM and ERP systems.