Data Analyst (Finance/Accounting)

Ekman Associates, Inc.

$90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Computer Science or Information Technology
  • 7+ years of experience with SQL, Excel, ETL, and Data Analysis
  • Experience in Order to Cash, Billing, Contract Activation, and Cash Processes
  • Strong knowledge of Data Quality practices
  • Exceptional analytical, conceptual, and problem-solving skills
  • Proficiency in data analysis tools like Tableau, Power BI, and Excel
  • Fluent in English and Spanish, with strong communication skills

Responsibilities

  • Collect and document business requirements through various techniques
  • Access and extract financial data from systems using SQL
  • Develop and maintain data pipelines for automating data extraction
  • Clean and standardize extracted data for accuracy
  • Conduct statistical analyses to identify trends and anomalies
  • Create financial reports and dashboards to communicate insights
  • Collaborate with cross-functional teams to leverage data insights

Benefits

  • Opportunity for hybrid work in Austin, Texas, or Dublin, California
  • Supportive work culture encouraging collaboration and innovation
  • Potential for career growth in a data-driven environment
  • Exposure to advanced data analysis tools and techniques
  • Commitment to professional development and training opportunities
Full Job Description
Job Description

Title: Data Analyst (Financial/Accounting/SQL)
Location: Austin Texas or Dublin California (Hybrid)

SUMMARY:
Seeking a highly analytical Data Analyst with Data Extraction Analysis experience and with Accounting knowledge/experience to extract and analyze financial/accounting data from various systems (including Salesforce). The Data Analyst will be utilizing advanced data analysis techniques to identify trends, anomalies, exceptions, and provide actionable insights/solution to resolve the data descriptions. This role will be responsible for developing and maintaining data extraction processes, creating comprehensive reports, and collaborating with cross-functional teams to identify errors, interpret findings and provide solutions.

The Data Analyst is responsible for defining requirements and developing solutions. This involves the execution of data analysis, report and dashboard creation, and requirements assessment. Serving as a liaison between the business and the development team to translate business needs into useful data.

Key Skills:
  • Must speak English and Spanish Fluently
  • Must understand accounting principles and financial/accounting reporting standards (invoicing, payments, revenue recognition)
  • SQL Expertise
Responsibilities:
  • Data Extraction:
    • Collect and document business requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, user stories, use cases, scenarios, business-process, and workflow analysis.
    • Access and extract financial data from various accounting systems (ERP, CRM, etc.) using SQL queries and data extraction tools.
    • Develop and maintain data pipelines to automate data extraction processes.
  • Data Cleaning and Transformation:
    • Clean and standardize extracted data to ensure accuracy and consistency.
    • Perform data validation checks to identify and address data quality issues.
    • Transform data into a usable format for analysis.
  • Data Analysis:
    • Conduct descriptive and statistical analysis on financial data to identify trends, patterns, and anomalies.
    • Utilize advanced analytical techniques like regression analysis, forecasting, and variance analysis.
  • Reporting and Visualization:
    • Create comprehensive financial/accounting reports and dashboards to communicate key insights to stakeholders.
    • Utilize data visualization tools to present findings in a clear and impactful manner.
  • Collaboration:
    • Work closely with accounting, finance, and business operations teams to identify data needs and interpret analysis results.
    • Collaborate on projects to leverage data insights for business improvement
Qualifications:
  • Bachelor's in computer science, Information Technology
  • 7+ Years SQL, Excel, ETL, Data Analysis
  • Experience with Order to Cash, Billing, Contract Activation, Cash Process, and Business pPocess (OTC)
  • Experience with Data Quality
  • Exceptional analytical, conceptual, and problem-solving
  • Strong proficiency in SQL for data extraction and manipulation
  • Experience with data analysis tools (e.g., Tableau, Power BI, Excel)
  • Understanding of accounting principles and financial/accounting reporting standards (invoicing, payments, revenue recognition)
  • Statistical analysis skills and ability to interpret data
  • Expertise in MS Excel
  • Expertise in SQL and relational databases
  • Strong communication (verbal and written) and interpersonal skills to translate key insights from complex analyses into actionable business insights
  • Proven ability of looking at solutions in unconventional ways- seeing opportunities to innovate and leading the way
Qualified Candidates Only : If you wish to learn more about this opportunity and additional qualifications/responsibilities, please submit your resume. To learn more about Ekman Associates, Inc. please visit our website at www.ekmanassociates.com .

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