Finance Data Analyst

Next Level Business Services Inc
Santa Clara, United States of America
5 days ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Languages
English
Experience level
Intermediate

Job location

Santa Clara, United States of America

Tech stack

Microsoft Excel
API
Airflow
Analysis of Variance (ANOVA)
Code Review
Databases
ETL
Data Mining
Data Warehousing
Database Queries
Github
Python
Monte Carlo Methods
NumPy
Reverse Engineering
SciPy
Jupyter Notebook
Jupyter
GIT
Pandas
Matplotlib
Information Technology
Plotly
Software Version Control
Data Pipelines

Requirements

  • Demonstrated, hands-on experience building production financial models directly in Jupyter Notebooks. Portfolio / GitHub links required analysis-only notebooks do not qualify.
  • Proven track record implementing Monte Carlo simulations in Python: distribution fitting, correlated variable sampling, simulation loop design, and P10/P50/P90 output interpretation.
  • Proficiency in core Python modelling stack: NumPy, Pandas, SciPy (stats), and at least one Monte Carlo framework (PyMC, NumPyro, custom simulation engine, or equivalent).
  • Experience with Plotly, Matplotlib, or Bokeh for financial chart types: waterfall bridges, fan charts, tornado charts.

Excel LRP / Driver-Based Model Experience Mandatory

  • Direct experience working with or converting complex Excel-based LRP, 3-statement, or driver-based financial models (multi-tab, formula-intensive, 3 5 year horizon).
  • Ability to reverse-engineer Excel model logic tracing precedents, documenting assumptions, and translating formula chains into equivalent Python with verified numerical accuracy.
  • Understanding of driver-based modelling methodology: separating volume drivers from price/rate drivers, building assumption sensitivity tables, structuring base/upside/downside scenarios.

Source System Pipeline Engineering

  • Ability to build lightweight ETL/ELT pipelines in Python: API authentication, pagination, schema normalisation, error handling, and incremental refresh logic.
  • SQL proficiency for data extraction from billing databases, data warehouses
  • Experience with data pipeline orchestration tools (Airflow, Prefect, dbt, or notebook scheduling) is advantageous.

Model Versioning & Variance Analysis

  • Experience designing model version control beyond Git structured snapshot storage of inputs, assumptions, and outputs to enable point-in-time model reconstruction.
  • Familiarity with variance bridge / waterfall decomposition methodologies used in FP&A (price-volume-mix, driver attribution).
  • Comfort building automated commentary or structured output that explains numerical movements in business terms., * Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a quantitative discipline. CFA, CIMA, CPA, or AFP/FP&A certification is a plus.
  • 5+ years in financial modelling, FP&A, or cloud economics roles.
  • 3+ years of hands-on Python / Jupyter financial modelling (not data science alone).
  • Demonstrable Git proficiency; experience with code review in a team modelling context is preferred.

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