Financial Data Analyst - Senior Consultant

Baker Tilly US · North Carolina, United States · 3 days ago

Information Technology$5.2/hrFull-time

About the role

We are seeking a highly analytical and technically skilled Financial Data Analyst / Excel Automation Specialist with advanced expertise in Microsoft Excel, Power Query, and VBA. This role will work with complex financial and operational datasets, combining information from multiple sources, identifying discrepancies and trends, transforming data, and developing reliable analytical and reporting solutions. The ideal candidate combines strong data-analysis and technical capabilities with financial acumen and an understanding of how data flows through financial models, reporting processes, and business decision-making.

Responsibilities

Analyze large and complex financial and operational datasets to identify trends, discrepancies, relationships, and data-quality issues.
Compare datasets from multiple systems and identify differences, missing records, duplicates, and reconciliation issues.
Perform complex joins, merges, lookups, aggregations, and data transformations across multiple data sources.
Develop and maintain sophisticated Power Query solutions for data ingestion, cleansing, transformation, reconciliation, and reporting.
Build and maintain VBA macros and Excel automation to streamline repetitive processes and improve the accuracy and efficiency of existing workflows.
Design analytical processes that are repeatable, auditable, and scalable.
Work with complex Excel workbooks and financial models, understanding formulas, dependencies, assumptions, calculations, and data flows.
Validate data used in financial models and reporting and investigate unexpected results or variances.
Translate business and financial requirements into practical data-analysis and automation solutions.
Partner with business teams to understand reporting requirements, troubleshoot data issues, and improve existing processes.
Document data transformations, business rules, assumptions, and automated processes.

Requirements

Advanced expertise in Microsoft Excel, including complex formulas, pivot tables, lookups, dynamic data analysis, and large datasets.
Advanced hands-on experience with Power Query (M), including merging and appending queries, conditional transformations, grouping, data cleansing, and combining data from multiple sources.
Strong VBA development and Excel automation skills.
Strong understanding of relational data concepts, including joins, keys, relationships, aggregations, and data transformation.
Demonstrated ability to compare and reconcile large datasets and systematically investigate differences.
Strong analytical and problem-solving skills with exceptional attention to detail.
Experience working with financial or accounting data.
Working knowledge of financial models, including the ability to understand model inputs, assumptions, calculations, outputs, and dependencies.
Ability to independently take an ambiguous data problem, determine the appropriate analytical approach, and produce accurate and understandable results.

Qualifications

Experience with SQL and relational databases.
Experience with Power BI, Power Pivot, DAX, or similar business-intelligence tools.
Familiarity with government-contract financial concepts such as contract funding and indirect rates.
Experience automating manual Finance or operational reporting processes.
Experience integrating Excel with databases, flat files, APIs, SharePoint, or other enterprise data sources.
Experience with cost-plus accounting, including an understanding of direct and indirect costs, cost allocation, indirect rates, and related financial analysis.
Familiarity with Deltek Costpoint, particularly financial, project accounting, billing, or reporting functionality.
Familiarity with financial statements, forecasting, budgeting, variance analysis, or management reporting.

Skills