Overview

 

Lead Finance Transformation Data Analyst

Location: Remote, US  About the RoleThe Lead Finance Transformation Data Analyst is responsible for building out reporting packages around core metrics and partnering closely with FP&A leaders to stand up scalable, repeatable reporting that does not yet exist. This role plays a critical part in maturing the organization's data practice — developing a reporting playbook, producing consistent monthly, quarterly, and ad hoc financial outputs, and driving improvements to how financial data is structured, accessed, and used across the enterprise. Your Role Responsibilities — Here's What You'll Do

• Partner with FP&A leaders to identify reporting gaps and build scalable, repeatable reporting packages centered on core financial and operational metrics.
• Design and maintain a comprehensive reporting playbook that standardizes processes, definitions, and outputs across the finance function.
• Produce accurate and timely monthly, quarterly, and ad hoc financial reports and data deliverables to support executive and operational decision-making.
• Evaluate and improve existing data practices, ensuring financial data is structured, reliable, and accessible in a consistent and scalable way.
• Collaborate with IT and Finance Systems teams to leverage tools including MS SQL, Azure, and data warehouse environments to enhance reporting capabilities.
• Analyze large datasets and develop visual dashboards that surface real-time financial insights and support FP&A storytelling and strategic planning.

Technology Tools

• MS SQL — experience querying and managing relational databases.
• Microsoft Azure — familiarity with cloud-based data and analytics services.
• Data Warehouse — general experience working within data warehouse environments to support financial reporting and analytics.

Role Essentials — What You'll Need to Succeed

• Bachelor's degree in Finance, Accounting, Business Administration, Data Analytics, or a related field.
• 7+ years of progressive experience in finance, accounting, financial systems, or data analytics roles.
• Demonstrated experience building repeatable financial reporting packages and partnering with FP&A or finance leadership teams.
• Expert Excel skills and experience with business intelligence tools (e.g., Power BI, Tableau).
• Proficiency in process mapping, data documentation, and continuous improvement methodologies.

What We'd Like to See — Preferred Skills

• Experience designing and maintaining financial reporting playbooks or standardized reporting frameworks.
• Strong financial modeling, valuation, and advanced analytical skills.
• Familiarity with ERP, EPM, or data warehouse platforms in a finance context.
• Proven ability to work independently to stand up new processes and reporting capabilities from the ground up.
• Experience driving data practice improvements, including data governance, definitions, and quality standards.