Financial Insights Specialist

Job Title: Financial Insights SpecialistLocation: RemoteDepartment: Data & AnalyticsRole OverviewWe are seeking a highly skilled Financial Insights Specialist with a strong background in finance and accounting analytics to join our Data & Analytics team. This role will partner closely with finance, accounting, and cross-functional stakeholders to deliver high-quality insights, robust reporting, and data models that support decision-making and operational excellence.The ideal candidate has 5+ years of experience, is highly proficient in SQL, and has hands-on expertise with Tableau (preferred) or Power BI. You enjoy working with complex financial data, building scalable reporting, and translating business questions into clear, data-driven recommendations.Key ResponsibilitiesPartner with finance and accounting stakeholders to understand business questions, reporting needs, and analytical requirements.Design, build, and maintain SQL-based datasets, views, and queries to support recurring and ad hoc analysis.Develop, enhance, and maintain dashboards and reports in Tableau (preferred) or Power BI, ensuring they are accurate, reliable, and user-friendly.Support month-end and quarter-end close processes with reconciliations, variance analyses, and operational reporting as needed.Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement, cost optimization, and revenue growth.Collaborate with data engineering and analytics teams to improve data models, data quality, and documentation across finance/accounting domains.Translate complex findings into clear narratives and recommendations for non-technical stakeholders, including presentations and written summaries.Contribute to the design and implementation of automation and standardization for recurring finance/accounting reporting and metrics.Ensure that reports and analyses adhere to controls, data governance, and audit/SOX requirements where applicable.Required Skills and Qualifications5+ years of professional experience in a Data Analyst, Business Intelligence, or Analytics role.Strong hands-on expertise with SQL (complex joins, CTEs, window functions, performance tuning). Familiarity with dbt Cloud concepts is a plus.Experience developing and maintaining dashboards and reports in Tableau (preferred) or Power BI.Demonstrated experience working with finance or accounting data (e.g., P&L, balance sheet, cash flow, GL, revenue, expenses, AR/AP, write-offs, reconciliations).Strong analytical and problem-solving skills, with the ability to structure ambiguous problems and drive to actionable insights.Proven ability to work with non-technical stakeholders, gather requirements, and translate them into effective data solutions.Excellent written and verbal communication skills, with the ability to explain complex topics in simple terms.Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Data Analytics, Computer Science, or a related field (or equivalent practical experience).Preferred QualificationsExperience supporting a FP&A, Controllership, or Accounting team in a high-growth or technology environment.Familiarity with cloud data warehouses (e.g., Snowflake, BigQuery, Redshift) and modern data stacks.Experience with version control (e.g., Git) and/or workflow orchestration tools is a plus.Exposure to SOX, internal controls, or audit processes related to financial reporting.Basic proficiency in Python or R or advanced analytics, if needed.Personal AttributesHigh attention to detail and commitment to data quality.Comfortable operating in a fast-paced, dynamic environment with shifting priorities.Collaborative mindset with a strong sense of ownership and accountability.Curious, proactive, and motivated to improve processes and build scalable solutions.