Accounting and Finance

Financial Data Analyst

Friedman Williams

Financial Data Analyst New York NY

Job ID: 15754

Combine business acumen and analytical skills to gather, organize, and report data related to the Firm’s business processes. Candidates should have a desire to learn and develop the skills listed under Specific Responsibilities below in an environment that is demanding yet offers a mentoring approach.

Experience & Skill Requirements:

• A Bachelor’s degree in Accounting, Finance, Information Systems, or similar.

• A technical aptitude and an appreciation for gathering and analyzing data.

• Experience creating analytical spreadsheets in Microsoft Excel.

• The ability to collaborate and work well with team members, other accounting groups, the IT department, and other firm personnel.

• A familiarity with the concepts of relational databases.

• Experience working with Business Intelligence tools (Tableau, Power BI, etc.) a plus.

Specific Responsibilities:

• Create “ad hoc” reports in response to information requests, for example:

o Business Development / RFP information

o Reports related to financial performance, utilization, revenue, etc.

o Charts and graphs for executive-level presentations

o Submissions for industry surveys and award applications

• Plan, create, and publish “canned” reports for frequent requests, for example:

o Reports related to the client billing and collection process

o Tools to assist with the Business Development and rate submission process

o Metrics for measuring performance, utilization, revenue, etc.

o Tools for budgeting and managing expenses

• Work with the Financial Systems Analysts to create databases, Excel macros, websites, and other resources to streamline the ad hoc and canned reports.

• Assume stewardship responsibilities for the firm’s financial and related data. Research, curate, scrutinize, and sanitize data related to the firm’s business processes.

• Assist with the processing of data for month-end balancing, integrity checks, financial audits, and similar business needs.

• Perform routine tasks as required to maintain, process, and report the firm’s business-related data.

Tagged as: Financial Data Analyst