Financial Data Analyst

Job Summary

Responsibilities

• Reporting & Data Storytelling
• Translate financial and operational data into clear, accurate, and actionable insights
• Build and maintain Power BI and Excel-based reporting solutions aligned to business needs
• Anticipate stakeholder needs and structure analyses to answer key business questions
• Ensure reporting is accurate, consistent, and aligned with defined data and metric standards
• Stakeholder Collaboration & Business Partnership
• Partner with stakeholders to understand business goals, constraints, and reporting needs
• Translate business problems into structured analytical questions and reporting solutions
• Collaborate on KPI definitions, report design, and data requirements to ensure alignment
• Set clear expectations around timelines, scope, and deliverables
• Business & Financial Acumen
• Apply financial knowledge to contextualize reporting and analysis
• Connect insights to broader business strategy, KPIs, and operational performance
• Understand how financial and operational processes impact reported results
• Data Modeling & Reporting
• Extract and combine data from multiple sources (Snowflake, SQL, Excel, semantic models, etc.)
• Develop and interpret SQL queries and DAX measures to support analysis
• Validate data accuracy, completeness, and consistency across reporting layers
• Build, enhance, and maintain Power BI data models and reporting solutions
• Ensure models are efficient, scalable, and aligned with best practices
• Process & Operational Support
• Maintain recurring operational reporting for The Restaurant Store Accounting team
• Identify opportunities to improve reporting consistency and automation
• Stay current on BI, Snowflake, and data visualization best practices
• Project Ownership & Execution
• Own projects end-to-end from intake through delivery
• Manage multiple priorities and communicate tradeoffs when needed
• Provide accurate timelines and structured project plans
• Independently manage stakeholder relationships with appropriate support as needed

Qualifications

• Experience
• 2–4 years of professional experience in data analytics, finance, or a related role
• Experience working with financial or operational datasets (strongly preferred)
• Knowledge of finance or accounting concepts
• Proficiency in Power BI or similar data visualization tools
• Strong SQL skills, including experience working in cloud data environments (Snowflake preferred)
• Advanced Excel skills required
• Proficiency in Python, Power Automate, and Excel VBA (nice to have)
• Experience leveraging AI tools (e.g., Claude, Copilot, or similar) to enhance analysis, reporting, modeling, and workflow efficiency
• Education
• This role does not require a degree. We value relevant skills and experience and alignment with our core values above all else.

Desired Traits & Skills

• Strong analytical and problem-solving skills
• Ability to work independently while managing multiple priorities
• Strong communication skills, with ability to clearly present findings to stakeholders
• Curiosity and initiative to explore data and identify opportunities without being prompted
• Ability to think critically about business problems, not just execute requests
• Interest in building scalable, sustainable reporting rather than one-off solutions