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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # SENIOR DATA ANALYST - **Company:** Helmsman Group - **Location:** Lexington, KY, United States (Remote available) - **Experience:** Expert - **Salary:** $78,000.0 - $145,700.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Data Analysis, Analysis of Variance (ANOVA), Extract Transform Load (ETL), Data Visualization, Data Warehousing, Database Queries, Python (Programming Language), Microsoft Dynamics, Netsuite, Operational Data Store, Oracle (Applications), Pivot Tables, Power BI, Standard Sql, SAP (Applications), SQL Databases, Tableau (Software), Data Analytics, Operational Systems - **Published:** October 2, 2026 - **Apply:** https://www.careerjet.com/jobad/uscaa25d7369ab7cbf328afd97604d09ef ## About the Role Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, or a related field. 4-7 years of experience in financial analysis, data analytics, FP&A, business intelligence, or a related field. Strong knowledge of financial statements, accounting principles, budgeting, forecasting, and financial analysis. Advanced Microsoft Excel skills, including pivot tables, formulas, lookups, and financial modeling. Strong SQL skills and experience working with financial and business datasets. Experience with Power BI, Tableau, or other business intelligence and data visualization platforms. Strong analytical and problem-solving skills. Ability to interpret complex financial information and translate it into actionable business insights. Excellent written and verbal communication skills. Strong attention to detail and ability to work with confidential financial information. Preferred Qualifications Master's degree in Finance, Business Analytics, Data Science, Accounting, or a related field. CPA, CFA, or other relevant professional certification is a plus. Experience with ERP systems such as SAP, Oracle, NetSuite, or Microsoft Dynamics. Experience with financial planning and analysis (FP&A). Experience with financial forecasting and scenario modeling. Knowledge of data warehouses, ETL processes, and financial data integration. Experience with Python or R for advanced financial analytics. Experience working with large and complex financial datasets. Knowledge of automation and financial reporting optimization. Key Skills Financial Data Analysis Financial Modeling Budgeting & Forecasting Variance Analysis Revenue & Expense Analysis Profitability Analysis Financial Reporting FP&A SQL Advanced Excel Power BI / Tableau Data Visualization KPI Development Data Reconciliation Forecasting & Scenario Analysis Business Intelligence Data Quality & Validation Process Automation Financial Statement Analysis Business Problem Solving Core Competencies Financial Acumen: Strong understanding of financial statements, accounting concepts, budgeting, forecasting, and financial performance. Analytical Thinking: Ability to identify trends, investigate variances, and interpret complex financial datasets. Business Partnership: Ability to work effectively with Finance, Accounting, Operations, and senior management. Data Accuracy: Strong attention to detail and commitment to maintaining reliable financial information. Communication: Ability to present complex financial analysis in a clear and concise manner. Problem Solving: Ability to identify financial issues and develop data-driven solutions. Leadership: Ability to lead analytical projects and mentor junior analysts. ## Description The Senior Data Analyst - Financial Data Analysis is responsible for analyzing financial, operational, and business data to provide actionable insights that support financial planning, forecasting, budgeting, reporting, and strategic decision-making. This position works closely with Finance, Accounting, FP&A, Operations, and senior management to identify trends, evaluate financial performance, improve reporting processes, and develop data-driven recommendations. Key Responsibilities Analyze financial and operational data to identify trends, variances, risks, and opportunities. Perform financial analysis related to revenue, expenses, profitability, cash flow, budgets, and forecasts. Develop and maintain financial reports, dashboards, and key performance indicators (KPIs). Conduct budget-to-actual and forecast-to-actual variance analysis. Support monthly, quarterly, and annual financial reporting activities. Prepare financial models, forecasts, and scenario analyses to support business planning. Analyze revenue and expense trends and identify key drivers of financial performance. Work with Finance and Accounting teams to reconcile financial data and investigate discrepancies. Extract, transform, and analyze data from ERP, accounting, financial, and operational systems. Use SQL, Excel, Power BI, Tableau, or similar tools to analyze and visualize financial information. Develop automated reporting solutions to improve the efficiency and accuracy of financial analysis. Create executive-level reports and presentations that communicate financial performance and business insights. Support FP&A activities, including budgeting, forecasting, long-range planning, and management reporting. Analyze profitability by product, customer, business unit, department, or other relevant dimensions. Perform ad-hoc financial analysis and provide data-driven recommendations to management. Identify opportunities for cost reduction, process improvement, and improved financial performance. Validate financial data and ensure reports are accurate, complete, and consistent. Collaborate with Accounting, FP&A, Treasury, Operations, IT, and other departments on financial data initiatives. Document reporting processes, data sources, calculations, and analytical methodologies. Maintain confidentiality and security of sensitive financial and business information. Mentor junior analysts and support the development of financial analytics best practices., Job Description: Essential Duties & Responsibilities Collect, enter, maintain, validate, and reconcile operational data across multiple systems and applications. 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