903 Financial Record Keeping jobs in the United States
Financial Data Analyst
72205 Little Rock, Arkansas
Uniti
Posted 4 days ago
Job Viewed
Job Description
Uniti is a **premier insurgent fiber provider** dedicated to enabling mission-critical connectivity across the United States.
With a steadfast commitment to customer service, operational excellence, and superior network capabilities, Uniti **builds, operates and delivers critical fiber-based communications services to connect and empower people and businesses** .
**___**
**About This Role:**
We are seeking a Transaction Tax Data Analyst to support our indirect tax function by integrating, transforming, and analyzing data from multiple systems. The ideal candidate has strong data management skills, including combining disparate data sources into a single, reliable dataset using tools such as Alteryx, Data360, or similar platforms. This role partners closely with IT to understand data architectures, tables, and data flows to enable accurate tax calculations, filings, analytics, and reporting.
**What You'll Do:**
+ Build, maintain, and optimize data pipelines to combine data from multiple sources into a single source of truth for transaction tax.
+ Use tools like Alteryx, Data360, or similar to perform data cleansing, enrichment, de-duplication, and reconciliation.
+ Partner with IT to understand data storage locations, schemas, table relationships, and access methods; create/maintain documentation and data dictionaries.
+ Develop robust data validation and reconciliation checks to ensure completeness and accuracy of taxable sales, exemptions, rates, jurisdictions, and filings.
+ Automate recurring data workflows and reporting for compliance, audits, and management insight.
+ Support monthly/quarterly tax return preparation with accurate data extracts and audit-ready support.
+ Investigate and resolve data anomalies, mapping gaps, and system issues affecting tax calculations.
+ Collaborate with Tax, Finance, and IT on system enhancements, source data changes, and process improvements.
+ Create reusable templates, standard operating procedures, and governance controls for tax data.
+ Prepare clear dashboards and reports to communicate trends, risks, and KPIs.
**Do You Have?**
+ Strong data management background with hands-on ETL experience combining multiple data sources into a unified dataset.
+ Proficiency with a workflow/data preparation tool such as Alteryx, Data360, or similar (e.g., KNIME, Talend, Informatica, Power Query).
+ Solid SQL skills for querying, joining, profiling, and validating large datasets.
+ Experience working directly with IT to locate data, understand table structures, and troubleshoot data pipeline issues.
+ Ability to interpret tax-relevant data elements (e.g., product codes, exemption codes, jurisdictions, taxability rules) and how they flow through systems.
+ Strong analytical, documentation, and problem-solving skills; comfort with large/complex data sets.
+ Excellent communication skills to translate technical data issues for non-technical stakeholders.
+ Experience in transaction taxes is a strong plus but not required
**Minimum Qualifications**
+ 2+ years of experience in data analytics field
+ Bachelor's degree in Accounting, Information Systems, Data Analytics, Computer Science, or related field (or equivalent experience).
**Physical Tasks** - Standing Occasionally: 0-33% | Walking Occasionally: 0-33% |Sitting and Stationary: Continuously: 67-100% | Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% | Carrying: Occasionally: 0-33% | Reaching: Occasionally: 0-33% |Lifting -Lowering >1-15 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Continuously: 67-100% | Fine Manipulating: Frequently: 34-66%
**Audio Visual Needs** - Hearing: Continuously: 67-100%| Near Vision: Continuously: 67-100% | Far Vision: Occasionally: 0-33% | Peripheral Vision: Occasionally: 0-33%
**Equipment Used in Job Performance** : Computer, Printer, Fax, Telephone, Basic Office Supplies, Copier
The starting compensation range for this job is $89,300 to $117,200.
**___**
**Our Benefits:**
+ Medical, Dental, Vision Insurance Plans
+ 401K Plan
+ Health & Flexible Savings Account
+ Life and AD&D, Spousal Life, Child Life Insurance Plans
+ Educational Assistance Plan
Uniti is an equal opportunity employer. At Uniti, we celebrate the authenticity and uniqueness of our people and their ideas. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, genetic information, protected veteran status, current military status, disability, sexual orientation, marital status, creed, citizenship status, or any other status protected by law, and to give full consideration to qualified disabled individuals and protected veterans.
Actual base pay for this job will depend on the candidate's primary work location and other factors, such as relevant skills and experience.
**Notice to Non-U.S. Citizens:** Uniti, as a holder of licenses granted by the Federal Communications Commission, is required to notify and to obtain approval from federal regulatory agencies prior to granting certain system/network access to any non-U.S. citizen personnel. Offers of employment extended to non-U.S. citizens are contingent upon receiving the requisite approval from agencies overseeing compliance. Non-U.S. citizens are required to provide Uniti with the personal identifying information required to obtain the necessary approval prior to accessing certain systems and/or Uniti's network. _If you are not a U.S. citizen, please notify your recruiter or email as soon as possible for information on Uniti's foreign personnel disclosure and approval requirements._
**Notice to Applicants:** Depending on the position and its job functions, offers of employment may be contingent upon successful completion of certain pre-employment screenings, including but not limited to criminal background check, drug-screen, motor vehicle records check, or other pre-employment screening. All such screenings will be conducted by an external third-party with the Candidate's written consent and in accordance with federal and state law. Refusal to authorize or submit to a required pre-employment screening may disqualify the candidate from employment. A prior criminal record will NOT automatically disqualify a candidate but will be evaluated on a case-by-case basis considering a number of factors, including but not limited to the nature and specific duties of the position. Any misrepresentation during the application or interview process may result in denial of employment, withdrawal of offer, or termination.
**Job Details**
**Job Family** **Finance**
**Job Function** **Multi Discipline**
**Pay Type** **Salary**
With a steadfast commitment to customer service, operational excellence, and superior network capabilities, Uniti **builds, operates and delivers critical fiber-based communications services to connect and empower people and businesses** .
**___**
**About This Role:**
We are seeking a Transaction Tax Data Analyst to support our indirect tax function by integrating, transforming, and analyzing data from multiple systems. The ideal candidate has strong data management skills, including combining disparate data sources into a single, reliable dataset using tools such as Alteryx, Data360, or similar platforms. This role partners closely with IT to understand data architectures, tables, and data flows to enable accurate tax calculations, filings, analytics, and reporting.
**What You'll Do:**
+ Build, maintain, and optimize data pipelines to combine data from multiple sources into a single source of truth for transaction tax.
+ Use tools like Alteryx, Data360, or similar to perform data cleansing, enrichment, de-duplication, and reconciliation.
+ Partner with IT to understand data storage locations, schemas, table relationships, and access methods; create/maintain documentation and data dictionaries.
+ Develop robust data validation and reconciliation checks to ensure completeness and accuracy of taxable sales, exemptions, rates, jurisdictions, and filings.
+ Automate recurring data workflows and reporting for compliance, audits, and management insight.
+ Support monthly/quarterly tax return preparation with accurate data extracts and audit-ready support.
+ Investigate and resolve data anomalies, mapping gaps, and system issues affecting tax calculations.
+ Collaborate with Tax, Finance, and IT on system enhancements, source data changes, and process improvements.
+ Create reusable templates, standard operating procedures, and governance controls for tax data.
+ Prepare clear dashboards and reports to communicate trends, risks, and KPIs.
**Do You Have?**
+ Strong data management background with hands-on ETL experience combining multiple data sources into a unified dataset.
+ Proficiency with a workflow/data preparation tool such as Alteryx, Data360, or similar (e.g., KNIME, Talend, Informatica, Power Query).
+ Solid SQL skills for querying, joining, profiling, and validating large datasets.
+ Experience working directly with IT to locate data, understand table structures, and troubleshoot data pipeline issues.
+ Ability to interpret tax-relevant data elements (e.g., product codes, exemption codes, jurisdictions, taxability rules) and how they flow through systems.
+ Strong analytical, documentation, and problem-solving skills; comfort with large/complex data sets.
+ Excellent communication skills to translate technical data issues for non-technical stakeholders.
+ Experience in transaction taxes is a strong plus but not required
**Minimum Qualifications**
+ 2+ years of experience in data analytics field
+ Bachelor's degree in Accounting, Information Systems, Data Analytics, Computer Science, or related field (or equivalent experience).
**Physical Tasks** - Standing Occasionally: 0-33% | Walking Occasionally: 0-33% |Sitting and Stationary: Continuously: 67-100% | Bending: Occasionally: 0-33% | Crouching: Occasionally: 0-33% | Carrying: Occasionally: 0-33% | Reaching: Occasionally: 0-33% |Lifting -Lowering >1-15 lbs: Occasionally: 0-33% | Repetitive Hand Action: Medium Dexterity: Continuously: 67-100% | Fine Manipulating: Frequently: 34-66%
**Audio Visual Needs** - Hearing: Continuously: 67-100%| Near Vision: Continuously: 67-100% | Far Vision: Occasionally: 0-33% | Peripheral Vision: Occasionally: 0-33%
**Equipment Used in Job Performance** : Computer, Printer, Fax, Telephone, Basic Office Supplies, Copier
The starting compensation range for this job is $89,300 to $117,200.
**___**
**Our Benefits:**
+ Medical, Dental, Vision Insurance Plans
+ 401K Plan
+ Health & Flexible Savings Account
+ Life and AD&D, Spousal Life, Child Life Insurance Plans
+ Educational Assistance Plan
Uniti is an equal opportunity employer. At Uniti, we celebrate the authenticity and uniqueness of our people and their ideas. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, genetic information, protected veteran status, current military status, disability, sexual orientation, marital status, creed, citizenship status, or any other status protected by law, and to give full consideration to qualified disabled individuals and protected veterans.
Actual base pay for this job will depend on the candidate's primary work location and other factors, such as relevant skills and experience.
**Notice to Non-U.S. Citizens:** Uniti, as a holder of licenses granted by the Federal Communications Commission, is required to notify and to obtain approval from federal regulatory agencies prior to granting certain system/network access to any non-U.S. citizen personnel. Offers of employment extended to non-U.S. citizens are contingent upon receiving the requisite approval from agencies overseeing compliance. Non-U.S. citizens are required to provide Uniti with the personal identifying information required to obtain the necessary approval prior to accessing certain systems and/or Uniti's network. _If you are not a U.S. citizen, please notify your recruiter or email as soon as possible for information on Uniti's foreign personnel disclosure and approval requirements._
**Notice to Applicants:** Depending on the position and its job functions, offers of employment may be contingent upon successful completion of certain pre-employment screenings, including but not limited to criminal background check, drug-screen, motor vehicle records check, or other pre-employment screening. All such screenings will be conducted by an external third-party with the Candidate's written consent and in accordance with federal and state law. Refusal to authorize or submit to a required pre-employment screening may disqualify the candidate from employment. A prior criminal record will NOT automatically disqualify a candidate but will be evaluated on a case-by-case basis considering a number of factors, including but not limited to the nature and specific duties of the position. Any misrepresentation during the application or interview process may result in denial of employment, withdrawal of offer, or termination.
**Job Details**
**Job Family** **Finance**
**Job Function** **Multi Discipline**
**Pay Type** **Salary**
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0
Financial Data Accountant
Delaware, Delaware
UGI Corporation
Posted today
Job Viewed
Job Description
Requisition Number: 26371
UGI Corporation (NYSE: UGI)
is a holding company that distributes and markets energy products and services through our subsidiaries and the company's common stock is a balanced growth and income investment. UGI Corporation has paid common dividends for more than 135 consecutive years.
In addition to a challenging career and competitive compensation, our employees enjoy:
Generous and Family-friendly Health & Welfare Benefits Including:
- Medical, Vision, and Dental Plans
- Optional Health Savings Account
- Optional Dependent Care Savings Account
- Paid Maternity/Paternity Leave
- Work from home policy
- Employee Assistance Program
Additional Benefits Include:
- 401K with a generous company match
- Tuition Reimbursement
- Assistance with Professional Credentialing
- Referral Bonuses
- Employee Discount Programs
Job Summary:
Individual contributor responsible for financial data integrity and master data management across ERP and financial automation systems, including BlackLine and SAP. This role requires strong self-management capabilities and the ability to lead cross-functional initiatives while ensuring accurate, timely financial reporting and regulatory compliance. The position supports critical financial processes through independent data analysis, system reconciliation, and project leadership.
Duties and Responsibilities:
- Perform regular reconciliations of financial data across various systems to ensure accuracy and completeness.
- Proactively identify, investigate, and resolve data discrepancies and anomalies in a timely manner while
- ensuring proper synchronization and mapping of data between different financial modules.
- Generate various financial reports for internal management, providing insights into financial performance.
- Support month-end, quarter-end, and year-end close processes by ensuring data readiness and accuracy.
- Lead cross-functional initiatives and projects with Corporate Accounting, IT, and other departments, influencing outcomes through expertise and collaboration rather than direct authority. Identify opportunities for process automation and efficiency improvements within financial data management.
- Assist in preparing data for internal and external audits, ensuring compliance with GAAP/IFRS and regulatory requirements. Maintain robust documentation of data sources, processes, and controls related to financial data.
- Conduct ad-hoc financial data analysis to support business initiatives, special projects, and strategic planning.
- Ensure the accuracy and consistency of financial master data (e.g., GL accounts, cost centers, profit centers).
- Execute special projects including report testing, annual key control testing, system implementations, and process improvement initiatives.
Knowledge Skills and Abilities:
- Solid understanding of Generally Accepted Accounting Principles and SOX requirements to perform key controls over financial reporting.
- Proven experience with large datasets and complex financial reconciliations.
- Ability to work independently and collaboratively in a fast-paced environment with minimal supervision while managing competing priorities.
- Knowledge of ERP accounting and supporting systems including the ability to navigate through data elements, processes, and technologies such as master data management, data integration, and data integrity.
- Proficiency with BlackLine or similar financial close automation software
Education and Experience:
- Bachelor's Degree in Accounting or Finance or equivalent work experience.
- 4-6 years of related accounting work experience with demonstrated individual contributor success.
- Experience with Master Data Management.
- Experience with SAP or other larger ERP systems is required.
- CPA or CMA is preferred.
All offers of employment are contingent upon the successful completion of a background check and drug screen, subject to applicable laws and regulations.
UGI Corporation is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices.
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1
Financial Data Analyst
75029 Lewisville, Texas
Insight Global
Posted 9 days ago
Job Viewed
Job Description
Job Description
We are seeking a Financial Data Analyst with a strong background in business intelligence and financial modeling to support analytics tied to the No Surprises Act (NSA) legislation. This role blends financial analysis with healthcare data operations, requiring technical expertise and strategic insight.
Key Responsibilities:
Design Excel-based dashboards and develop decision models using data from multiple sources.
Write and optimize T-SQL queries and stored procedures in SSMS.
Compile and analyze data related to revenue cycle, finance, accounting, and NSA-eligible trips.
Translate business requirements into structured data sourcing plans and build business-friendly reports.
Work across patient accounting systems, clinical platforms, and data warehouses using SQL, Excel, Power BI, and PowerPoint.
Support weekly dashboards, cash flow tracking, and NSA process flow reporting.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Bachelor's degree in Business, Finance, Accounting, Computer Science, Healthcare Management, or a related field.
3-5 years of experience in a business intelligence or data analytics role; healthcare revenue cycle experience is a plus.
1-2 years of experience writing T-SQL queries in SSMS.
Proficient in Microsoft Excel, including pivot tables and formula-based metrics.
Entry-level knowledge of Microsoft Power BI.
We are seeking a Financial Data Analyst with a strong background in business intelligence and financial modeling to support analytics tied to the No Surprises Act (NSA) legislation. This role blends financial analysis with healthcare data operations, requiring technical expertise and strategic insight.
Key Responsibilities:
Design Excel-based dashboards and develop decision models using data from multiple sources.
Write and optimize T-SQL queries and stored procedures in SSMS.
Compile and analyze data related to revenue cycle, finance, accounting, and NSA-eligible trips.
Translate business requirements into structured data sourcing plans and build business-friendly reports.
Work across patient accounting systems, clinical platforms, and data warehouses using SQL, Excel, Power BI, and PowerPoint.
Support weekly dashboards, cash flow tracking, and NSA process flow reporting.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Bachelor's degree in Business, Finance, Accounting, Computer Science, Healthcare Management, or a related field.
3-5 years of experience in a business intelligence or data analytics role; healthcare revenue cycle experience is a plus.
1-2 years of experience writing T-SQL queries in SSMS.
Proficient in Microsoft Excel, including pivot tables and formula-based metrics.
Entry-level knowledge of Microsoft Power BI.
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2
Financial Data Analyst
08629 Trenton, New Jersey
Robert Half
Posted 7 days ago
Job Viewed
Job Description
Description
Robert Half is seeking a Financial Data Analyst to join a long-term project with a leading global financial technology organization. This role will focus on supporting a large-scale data initiative involving the review, interpretation, and categorization of financial communications and transactions to improve machine learning and AI-driven systems.
Responsibilities:
+ Analyze and annotate financial communication data to identify intent and context.
+ Support the development of AI models by providing high-quality, structured data inputs for training and testing.
+ Extract and interpret data to identify patterns, anomalies, and key performance indicators.
+ Develop and maintain dashboards and reports in Excel using pivot tables, VLOOKUPs, and related functions.
+ Collaborate with data science and engineering teams to refine tagging guidelines and improve overall model accuracy.
Requirements
- Bachelor's degree in Accounting, Business, Finance, Economics, or a related field.
- Solid understanding of financial markets and their dynamics.
- Proficiency in Microsoft Excel, including advanced functions and formulas.
- Ability to analyze and interpret unstructured data effectively.
- Familiarity with financial software and tools.
- Strong attention to detail and accuracy in data analysis and entry.
- Excellent problem-solving and communication skills.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Robert Half is seeking a Financial Data Analyst to join a long-term project with a leading global financial technology organization. This role will focus on supporting a large-scale data initiative involving the review, interpretation, and categorization of financial communications and transactions to improve machine learning and AI-driven systems.
Responsibilities:
+ Analyze and annotate financial communication data to identify intent and context.
+ Support the development of AI models by providing high-quality, structured data inputs for training and testing.
+ Extract and interpret data to identify patterns, anomalies, and key performance indicators.
+ Develop and maintain dashboards and reports in Excel using pivot tables, VLOOKUPs, and related functions.
+ Collaborate with data science and engineering teams to refine tagging guidelines and improve overall model accuracy.
Requirements
- Bachelor's degree in Accounting, Business, Finance, Economics, or a related field.
- Solid understanding of financial markets and their dynamics.
- Proficiency in Microsoft Excel, including advanced functions and formulas.
- Ability to analyze and interpret unstructured data effectively.
- Familiarity with financial software and tools.
- Strong attention to detail and accuracy in data analysis and entry.
- Excellent problem-solving and communication skills.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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3
Financial Data Analyst - Entry Level
08544 Princeton, New Jersey
Robert Half
Posted today
Job Viewed
Job Description
Description
Robert Half is seeking recent college graduates with a strong foundation in finance, accounting, or economics for an exciting opportunity with a leading global financial firm. This role is ideal for detail-oriented individuals eager to start their careers in financial data analysis and gain exposure to large-scale financial reporting operations.
As a Financial Data Analyst, you will support key data integrity and reporting initiatives for the client's financial research and analytics platforms. This position plays a critical role in ensuring the accuracy and consistency of financial information used by analysts and market professionals worldwide.
This is a hands-on, data-driven role that requires excellent attention to detail, solid Excel skills, and the ability to manage repetitive yet essential data validation tasks with accuracy and consistency.
Key Responsibilities
+ Validate, update, and maintain large sets of financial data with a high degree of accuracy.
+ Conduct quality control checks and assist in resolving discrepancies.
+ Use Excel (lookups, pivot tables) to support data management and reporting.
+ Work efficiently through repetitive tasks while maintaining strong productivity standards.
+ Collaborate with team members and project leaders across various time zones.
Requirements
-Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
-Recent college graduate or early-career professional with a strong interest in financial markets.
-Proficiency in Excel (lookups, pivot tables; modeling a plus).
-Foundational knowledge of financial statements and corporate reporting.
-Ability to work 100% onsite in the Mercer/Middlesex county area
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Robert Half is seeking recent college graduates with a strong foundation in finance, accounting, or economics for an exciting opportunity with a leading global financial firm. This role is ideal for detail-oriented individuals eager to start their careers in financial data analysis and gain exposure to large-scale financial reporting operations.
As a Financial Data Analyst, you will support key data integrity and reporting initiatives for the client's financial research and analytics platforms. This position plays a critical role in ensuring the accuracy and consistency of financial information used by analysts and market professionals worldwide.
This is a hands-on, data-driven role that requires excellent attention to detail, solid Excel skills, and the ability to manage repetitive yet essential data validation tasks with accuracy and consistency.
Key Responsibilities
+ Validate, update, and maintain large sets of financial data with a high degree of accuracy.
+ Conduct quality control checks and assist in resolving discrepancies.
+ Use Excel (lookups, pivot tables) to support data management and reporting.
+ Work efficiently through repetitive tasks while maintaining strong productivity standards.
+ Collaborate with team members and project leaders across various time zones.
Requirements
-Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
-Recent college graduate or early-career professional with a strong interest in financial markets.
-Proficiency in Excel (lookups, pivot tables; modeling a plus).
-Foundational knowledge of financial statements and corporate reporting.
-Ability to work 100% onsite in the Mercer/Middlesex county area
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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4
Sr. Financial Data Analyst
78284 San Antonio, Texas
Insight Global
Posted 3 days ago
Job Viewed
Job Description
Job Description
Insight Global is searching for a Sr. Financial Data Analyst for a national fast food conglomerate who has just celebrated their 75th anniversary. This role is responsible for supporting strategic decision- making across multiple lines of business. They will be instrumental in delivering fast- turnaround insights to guide unit location planning, lease renewals, menu optimization and workforce strategy. The analyst will work closely with the Restaurant Opening Center (ROC), Marketing & Retail teams to model "what-if" scenarios and provide actionable recommendations.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- 5-10 years of experience in financial data analysis supporting retail or sales companies
- Proven ability to deliver quick-turnaround insights in a fast-paced environment.
- Strong proficiency in Excel, MicroStrategy, PowerPoint and data visualization tools (e.g., Power BI, Tableau).
Excellent communication skills and ability to collaborate across departments. - Experience supporting retail or multi-unit sales organizations.
Previous experience working with Snowflake or DataIQ
Insight Global is searching for a Sr. Financial Data Analyst for a national fast food conglomerate who has just celebrated their 75th anniversary. This role is responsible for supporting strategic decision- making across multiple lines of business. They will be instrumental in delivering fast- turnaround insights to guide unit location planning, lease renewals, menu optimization and workforce strategy. The analyst will work closely with the Restaurant Opening Center (ROC), Marketing & Retail teams to model "what-if" scenarios and provide actionable recommendations.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- 5-10 years of experience in financial data analysis supporting retail or sales companies
- Proven ability to deliver quick-turnaround insights in a fast-paced environment.
- Strong proficiency in Excel, MicroStrategy, PowerPoint and data visualization tools (e.g., Power BI, Tableau).
Excellent communication skills and ability to collaborate across departments. - Experience supporting retail or multi-unit sales organizations.
Previous experience working with Snowflake or DataIQ
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5
Senior Financial Data Analyst
43201 Columbus, Ohio
Insight Global
Posted 10 days ago
Job Viewed
Job Description
Job Description
Overview
A major client of Insight Global is seeking a highly analytical and detail-oriented Senior Financial Data Analyst to join their Field Finance team supporting over 800 stores nationwide. This role plays a critical part in driving operational performance through labor planning, KPI management, and financial modeling. You'll work closely with field and home office leaders to assess the financial impact of business initiatives and provide actionable insights that improve productivity and staffing decisions.
Key Responsibilities
Conduct in-depth financial and operational analyses to support business performance improvement.
Serve as a Subject Matter Expert (SME) in labor planning, KPI management, and operational forecasting.
Develop and maintain complex financial models to support investment decisions and staffing strategies.
Create monthly KPI scorecards and monitor trends, risks, and outliers across field operations.
Provide data-driven recommendations on staffing levels, job duration by type, and productivity goals.
Reconcile and analyze large datasets from multiple systems; export/import data into Excel for modeling.
Support the annual budgeting process, incorporating sales, margin, and expense projections.
Present findings and insights to senior leadership across various departments.
Mentor and guide junior analysts within the team.
Collaborate with cross-functional teams to understand business needs and improve reporting accuracy.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Bachelor's degree in Finance, Accounting, Economics, or related field.
4-6 years of experience in financial analysis or data analysis
Strong background in budgeting, forecasting, and operational analysis.
Advanced Excel skills including Nested formulas, xLOOKUP, Power Query, etc.
Strong analytical skills with a curious mindset and ability to ask the right questions.
Excellent communication and interpersonal skills.
Experience working for a retail organization or similar organization with hundreds of stores Ability to quickly learn business operations and adapt to a fast-paced environment.
Comfort working with assumptions and imperfect data.
Experience in labor modeling and productivity forecasting.
Strong storytelling ability using data to influence decisions.
Familiarity with BI tools such as Tableau; experience with Snowflake is a plus.
Overview
A major client of Insight Global is seeking a highly analytical and detail-oriented Senior Financial Data Analyst to join their Field Finance team supporting over 800 stores nationwide. This role plays a critical part in driving operational performance through labor planning, KPI management, and financial modeling. You'll work closely with field and home office leaders to assess the financial impact of business initiatives and provide actionable insights that improve productivity and staffing decisions.
Key Responsibilities
Conduct in-depth financial and operational analyses to support business performance improvement.
Serve as a Subject Matter Expert (SME) in labor planning, KPI management, and operational forecasting.
Develop and maintain complex financial models to support investment decisions and staffing strategies.
Create monthly KPI scorecards and monitor trends, risks, and outliers across field operations.
Provide data-driven recommendations on staffing levels, job duration by type, and productivity goals.
Reconcile and analyze large datasets from multiple systems; export/import data into Excel for modeling.
Support the annual budgeting process, incorporating sales, margin, and expense projections.
Present findings and insights to senior leadership across various departments.
Mentor and guide junior analysts within the team.
Collaborate with cross-functional teams to understand business needs and improve reporting accuracy.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
Bachelor's degree in Finance, Accounting, Economics, or related field.
4-6 years of experience in financial analysis or data analysis
Strong background in budgeting, forecasting, and operational analysis.
Advanced Excel skills including Nested formulas, xLOOKUP, Power Query, etc.
Strong analytical skills with a curious mindset and ability to ask the right questions.
Excellent communication and interpersonal skills.
Experience working for a retail organization or similar organization with hundreds of stores Ability to quickly learn business operations and adapt to a fast-paced environment.
Comfort working with assumptions and imperfect data.
Experience in labor modeling and productivity forecasting.
Strong storytelling ability using data to influence decisions.
Familiarity with BI tools such as Tableau; experience with Snowflake is a plus.
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6
Lead Financial Data Scientist
75201 Dallas, Texas
$160000 Annually
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Posted today
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Job Description
Our client, a prestigious financial institution, is seeking an accomplished Lead Financial Data Scientist to join their quantitative analysis team in Dallas, Texas, US . This role is critical in driving data-driven decision-making and developing sophisticated financial models. The position requires a dedicated, on-site presence to foster team collaboration and ensure the security of sensitive financial data.
You will lead projects focused on risk assessment, fraud detection, algorithmic trading strategies, and customer behavior analysis. This involves leveraging vast datasets, advanced statistical techniques, and machine learning algorithms to extract actionable insights and build predictive models that enhance profitability and mitigate risk. The Lead Financial Data Scientist will also mentor junior members of the data science team, guiding them on best practices and project execution.
Responsibilities:
You will lead projects focused on risk assessment, fraud detection, algorithmic trading strategies, and customer behavior analysis. This involves leveraging vast datasets, advanced statistical techniques, and machine learning algorithms to extract actionable insights and build predictive models that enhance profitability and mitigate risk. The Lead Financial Data Scientist will also mentor junior members of the data science team, guiding them on best practices and project execution.
Responsibilities:
- Develop, validate, and deploy advanced statistical and machine learning models for financial applications (e.g., credit scoring, market prediction, anomaly detection).
- Lead the end-to-end data science project lifecycle, from problem definition and data acquisition to model deployment and monitoring.
- Collaborate closely with business stakeholders, including traders, risk managers, and product developers, to understand their needs and translate them into data science solutions.
- Perform complex data mining and analysis on large, diverse datasets from various sources.
- Design and implement A/B tests and other experimental frameworks to evaluate model performance and business impact.
- Stay current with the latest research in data science, machine learning, and financial econometrics.
- Mentor and guide junior data scientists, fostering a culture of continuous learning and technical excellence.
- Present complex findings and recommendations clearly and concisely to both technical and non-technical audiences.
- Ensure data integrity, model accuracy, and compliance with regulatory requirements.
- Contribute to the strategic direction of data science initiatives within the organization.
- Ph.D. or Master's degree in Statistics, Mathematics, Computer Science, Economics, or a related quantitative field.
- Minimum of 7 years of progressive experience in data science, with a significant portion focused on the financial services industry.
- Proven expertise in statistical modeling, machine learning (e.g., regression, classification, clustering, deep learning), and time series analysis.
- Strong proficiency in programming languages such as Python or R, and experience with data manipulation libraries (e.g., Pandas, NumPy).
- Experience with SQL and working with large relational databases.
- Familiarity with big data technologies (e.g., Spark, Hadoop) is a plus.
- Excellent analytical, problem-solving, and communication skills.
- Demonstrated leadership experience, with the ability to mentor and manage a team.
- Understanding of financial markets, instruments, and regulatory landscape.
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7
Senior Financial Data Analyst
95101 San Jose, California
$100000 Annually
WhatJobs
Posted 5 days ago
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Job Description
Our client is seeking a talented Senior Financial Data Analyst to join their forward-thinking finance team. This role is primarily remote, offering significant flexibility. You will be responsible for analyzing complex financial data, developing insightful reports, and providing critical recommendations to support strategic decision-making across the organization. Your expertise will be crucial in identifying financial trends, forecasting future performance, and assessing the financial impact of various business initiatives. Key responsibilities include building and maintaining financial models, performing variance analysis, and developing key performance indicators (KPIs) to track financial health. You will collaborate closely with department heads and executives to understand their financial needs and provide tailored analytical support. The ideal candidate will have a strong understanding of accounting principles and financial reporting standards. Proficiency in data visualization tools and advanced analytical software is essential. You should be adept at extracting, cleaning, and transforming large datasets from various sources. Excellent communication skills are required to present complex findings clearly and concisely to both financial and non-financial audiences. A Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required; a Master's degree or relevant certifications (e.g., CFA) are a strong plus. A minimum of 5 years of experience in financial analysis, data analysis, or a related role is necessary. Experience with SQL, Python, or R for data manipulation and analysis is highly preferred. This remote position offers a competitive salary, comprehensive benefits, and the opportunity to work with cutting-edge technology and drive significant financial insights.
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8
Senior Financial Data Analyst
78201 San Antonio, Texas
$125000 Annually
WhatJobs
Posted 7 days ago
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Job Description
Our client is seeking a highly analytical and detail-oriented Senior Financial Data Analyst to join their finance team. This is a fully remote position, offering a significant opportunity to contribute to critical financial operations from anywhere in the US. You will be responsible for collecting, analyzing, and interpreting complex financial data to provide actionable insights and support strategic decision-making across the organization. The ideal candidate possesses a strong foundation in accounting principles, financial modeling, and advanced data analysis techniques. Your responsibilities will include developing and maintaining financial models, preparing detailed financial reports and forecasts, and identifying trends and variances that impact financial performance. You will work closely with various departments to understand their financial needs and provide robust data-driven recommendations. Experience with business intelligence tools, database management, and financial software is essential. A key aspect of this role involves ensuring the accuracy and integrity of financial data, identifying areas for process improvement, and implementing best practices in financial analysis and reporting. The ability to communicate complex financial information clearly to both financial and non-financial stakeholders is crucial. This role offers a chance to leverage your expertise in a dynamic and collaborative remote environment, contributing directly to the company's financial health and strategic direction.
Responsibilities:
Responsibilities:
- Collect, clean, and analyze large datasets of financial information.
- Develop, maintain, and enhance financial models and forecasting tools.
- Prepare comprehensive financial reports, dashboards, and presentations for management.
- Identify key financial trends, variances, and anomalies, and provide insightful analysis.
- Support budgeting and planning processes with accurate data and projections.
- Collaborate with cross-functional teams to understand business requirements and provide financial insights.
- Ensure data accuracy, integrity, and compliance with financial regulations.
- Recommend process improvements for financial analysis and reporting.
- Utilize BI tools and databases to extract and visualize data effectively.
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; Master's degree or CFA designation is a plus.
- 5+ years of progressive experience in financial analysis, accounting, or a related field.
- Strong understanding of financial statements, accounting principles, and financial modeling techniques.
- Proficiency in Excel (advanced functions, pivot tables, macros) and SQL.
- Experience with financial planning and analysis (FP&A) software and BI tools (e.g., Tableau, Power BI).
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong communication and presentation skills, with the ability to explain complex financial data clearly.
- Proven ability to work independently and manage multiple priorities in a remote setting.
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