Financial Data Analyst
- $80,000 - $100,000
- Homestead, PA
- Remote
REMOTE ROLE - Established firm + Great benefits & Stability + Bonus
A bit about us:
We are a privately established firm with over 30+ years of proven success in the market! We operate like a "small company" but with an established history within our niche industry.
We pride ourselves in providing all of our employees the best working environment possible and a true tight knit environment, even with many of our teams working remotely!
We pride ourselves in providing all of our employees the best working environment possible and a true tight knit environment, even with many of our teams working remotely!
Why join us?
- Fully remote flexibility!
- Very stable company with over 30+ years of proven success!
- Top notch benefits + perks
- Health, Vision, dental, 401K match up to 6%
- Great team and working environment to join!
Job Details
The Financial Data Analyst supports forecasting, reporting, and analysis tied to a company’s asset portfolio, while partnering closely with FP&A on strategic planning, budgeting, and executive reporting. This role offers high visibility and the opportunity to build analytics from the ground up to support key business and capital allocation decisions.
Key Responsibilities
Develop and maintain reporting on key performance metrics, utilization, pricing, asset performance, and ROI
Support monthly, quarterly, and annual reporting, including executive and board-level materials
Analyze large datasets in Excel to generate insights, dashboards, and ad hoc analyses
Partner cross-functionally to improve and automate financial and operational reporting
Assist in forecasting, budgeting, and long-term strategic planning
Evaluate capital investments, asset lifecycle activity, and financial performance
Maintain data accuracy across systems and support process improvements and system enhancements
Communicate insights, trends, and recommendations to leadership
Qualifications
1–3 years of experience in finance, analytics, or a related field
Bachelor’s degree in Finance, Accounting, Business, or similar (preferred)
Advanced Excel skills with experience handling large, complex datasets
Strong analytical, communication, and problem-solving abilities
Ability to manage multiple priorities in a fast-paced environment
Experience with financial systems and data tools is a plus
Key Responsibilities
Develop and maintain reporting on key performance metrics, utilization, pricing, asset performance, and ROI
Support monthly, quarterly, and annual reporting, including executive and board-level materials
Analyze large datasets in Excel to generate insights, dashboards, and ad hoc analyses
Partner cross-functionally to improve and automate financial and operational reporting
Assist in forecasting, budgeting, and long-term strategic planning
Evaluate capital investments, asset lifecycle activity, and financial performance
Maintain data accuracy across systems and support process improvements and system enhancements
Communicate insights, trends, and recommendations to leadership
Qualifications
1–3 years of experience in finance, analytics, or a related field
Bachelor’s degree in Finance, Accounting, Business, or similar (preferred)
Advanced Excel skills with experience handling large, complex datasets
Strong analytical, communication, and problem-solving abilities
Ability to manage multiple priorities in a fast-paced environment
Experience with financial systems and data tools is a plus
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy