Finance Data & Automation Analyst

The Finance Data & Automation Analyst is responsible for improving the efficiency, accuracy, and scalability of the Finance function through data analysis, automation, and technology-enabled process improvements. This role partners closely with Finance leadership and cross-functional teams to streamline workflows, reduce manual effort, enhance reporting, and leverage data to support decision-making., Finance Process Optimization & Automation

• Identify inefficiencies, manual processes, and pain points across Finance operations (reporting, budgeting, close, reconciliations, grants, AP/AR)
• Design and implement automation solutions to reduce manual effort, errors, and cycle time
• Build and maintain automated workflows, scripts, and tools to support recurring finance processes
• Standardize and document finance processes, controls, and automation logic

Data Analysis & Reporting Enablement

• Develop and maintain financial dashboards, metrics, and self-service reporting tools
• Analyze large and complex financial datasets to identify trends, anomalies, and improvement opportunities
• Translate business and finance requirements into scalable data and reporting solutions
• Support leadership with scenario modeling, forecasting support, and data-driven insights

Systems & Technology Enablement

• Act as a bridge between Finance and IT / Systems teams
• Support integration and data flows between finance systems, donor/grant systems, and reporting platforms
• Assist with financial system implementations, upgrades, and optimizations
• Ensure data accuracy, consistency, and governance across systems

Collaboration & Change Management

• Partner with Finance team members to understand workflows and design user-friendly solutions
• Train and support end users on new tools, dashboards, and automated processes
• Promote a culture of continuous improvement, data literacy, and technology adoption within Finance

Do you have experience in Scalable systems?, Do you have a Bachelor's degree?, The ideal candidate is a hybrid thinker-part analyst, part technologist, part problem-solver-who understands finance operations and can apply programming, systems, and automation tools to simplify and modernize how work gets done., * Bachelor's degree in Data Analytics, Finance, Accounting, Information Systems, Computer Science, or related field preferred

• 2-4+ years of experience in data analytics, finance transformation, financial systems, or process improvement
• Demonstrated experience improving operational efficiency through automation or technology
• Experience working with finance or accounting teams strongly preferred

Technical Skills & Tools Data & Analytics

• Strong SQL skills for data extraction and analysis
• Advanced Excel skills (Power Query, Power Pivot, complex formulas)
• Experience with data visualization tools such as Power BI, Tableau, or similar

Programming & Automation

• Working knowledge of Python, R, or similar scripting languages for automation and analysis
• Experience with automation tools such as Power Automate, Alteryx, UiPath, or similar
• Ability to build repeatable, scalable automation solutions

Finance & Systems

• Familiarity with financial and ERP systems such as:

• Sage Intacct
• Blackbaud Financial Edge NXT
• NetSuite
• QuickBooks

• Experience integrating data from multiple systems (ERP, donor/grant systems, budgeting tools)
• Understanding of core finance processes (close, reporting, budgeting, fund accounting)
• Experience with APIs, data warehousing, or cloud-based data platforms

Core Competencies

• Strong problem-solving mindset with a passion for making processes simpler and better
• Ability to translate technical solutions into business value for non-technical stakeholders
• High attention to detail with a focus on data accuracy and reliability
• Comfortable working independently and driving projects from idea to implementation
• Strong communication and collaboration skills