Financial Data Analyst Jobs
Financial Data Analyst jobs are open across finance, healthcare, retail, and technology, at every level from entry-level to senior and lead, with specializations in business intelligence, predictive modeling, and risk analytics. Find a role that fits from the openings below and apply directly.
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The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.
Primary Responsibilities:
Financial Planning & Forecasting
- Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
- Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
- Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Management Reporting & Analysis
- Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
- Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
- Deliver insights on project-level profitability and support pricing decisions
- Support leadership compensation modeling and profitability-sharing analysis where applicable
Business Partnering
- Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
- Support new contract/project pricing, scoping, and staffing decisions with financial modeling
- Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Strategic Analysis & Ad Hoc Projects
- Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Develop and maintain the strategic long range plan
- Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Process & Systems Improvement
- Improve forecasting accuracy and reporting efficiency through automation and standardized templates
- Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
- Maintain data integrity across time-tracking, billing, and financial systems
Required Skills/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–4 years of progressive FP&A experience, ideally within a professional services environment
- Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
- Advanced Excel and financial modeling skills
- Experience with FP&A/EPM tools (e.g., Power BI)
- Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
- Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment
Desired Skills/Qualifications:
- CPA
- Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
- Experience supporting executive-level financial reporting
- Prior experience in a matrixed organization with multiple legal entities and business units
- Ability to leverage AI tools to streamline production and analysis of data sets
Key Competencies:
- Business acumen specific to professional services economics
- Analytical and problem-solving mindset
- Executive presence and stakeholder management
- Comfort operating with ambiguity and competing priorities
- High integrity and discretion with sensitive financial and partner compensation data
Pay Range:
The expected salary range for this role in Huntersville, NC is $90,000-$125,000 annually. Exact pay will be commensurate with experience, qualifications, and location.
Application Deadline:
This position will remain open until filled. Applications will be reviewed on a continuous basis. To ensure full consideration, applicants are encouraged to submit their applications at the earliest opportunity.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE’s Generally Authorized Destinations List: https://www.ecfr.gov/current/title-10/chapter-III/part-810/appendix-Appendix%20A%20to%20Part%20810.
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation, and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off, including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
- Medical, dental, and vision insurance
- Life Insurance and AD&D
- Short-term and long-term disability
- Health Savings Account with employer contribution
- Flexible Spending Account for health care and dependent care
- ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
www.structint.com
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Candidate information may be verified during the hiring process. Inaccurate, deceptive, or mass-generated applications may be disqualified from consideration.
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The FP&A Manager will be responsible for financial planning, forecasting, budgeting, and analysis in support of company management, business unit and corporate department leaders (e.g., human resources, project management, etc.), and external partners. This role requires a strong understanding of professional services economics – including utilization, realization, billable rates, project profitability, and headcount planning – to help the firm optimize revenue, manage costs, and support strategic growth initiatives.
Primary Responsibilities:
Financial Planning & Forecasting
- Develop and lead the annual budgeting process and quarterly/monthly forecasting cycles across legal entities, business units, and departments
- Develop and maintain rolling revenue and headcount forecasts tied to utilization and staffing plans
- Partner with business unit leaders and project management department to build bottoms-up revenue projections based on pipeline, backlog, and staffing
Management Reporting & Analysis
- Prepare monthly management reporting packages, including variance analysis (actual vs. budget/forecast) by business unit, client, and project
- Develop standardized metrics and then analyze those key professional services metrics – utilization rate, realization rate, billable vs. non-billable hours, average bill rate, revenue per employee, and project margin
- Deliver insights on project-level profitability and support pricing decisions
- Support leadership compensation modeling and profitability-sharing analysis where applicable
Business Partnering
- Serve as a business partner to business unit leaders, human resources, and project management, delivering actionable insights that support decision-making
- Support new contract/project pricing, scoping, and staffing decisions with financial modeling
- Collaborate with business unit leaders, human resources, project management, and business development to align workforce planning with revenue targets
Strategic Analysis & Ad Hoc Projects
- Build financial models to evaluate new service lines, M&A opportunities, office expansions, or new hires
- Conduct scenario planning and sensitivity analysis to support strategic decisions
- Develop and maintain the strategic long range plan
- Support long-range strategic planning (3–5 year plans) in partnership with senior leadership
Process & Systems Improvement
- Improve forecasting accuracy and reporting efficiency through automation and standardized templates
- Partner with business unit leaders, Project Management, and IT to enhance FP&A tools (e.g., Power BI)
- Maintain data integrity across time-tracking, billing, and financial systems
Required Skills/Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3–4 years of progressive FP&A experience, ideally within a professional services environment
- Strong understanding of professional services financial drivers: utilization, realization, billable rates, WIP, and project-based revenue recognition
- Advanced Excel and financial modeling skills
- Experience with FP&A/EPM tools (e.g., Power BI)
- Excellent communication skills with the ability to translate financial data into actionable business insights for non-finance stakeholders
- Strong attention to detail and ability to manage multiple deadlines in a fast-paced environment
Desired Skills/Qualifications:
- CPA
- Experience with ERP and time-and-billing systems (e.g., NetSuite, Deltek, SAP Concur, ADP, etc.)
- Experience supporting executive-level financial reporting
- Prior experience in a matrixed organization with multiple legal entities and business units
- Ability to leverage AI tools to streamline production and analysis of data sets
Key Competencies:
- Business acumen specific to professional services economics
- Analytical and problem-solving mindset
- Executive presence and stakeholder management
- Comfort operating with ambiguity and competing priorities
- High integrity and discretion with sensitive financial and partner compensation data
Pay Range:
The expected salary range for this role in Huntersville, NC is $90,000-$125,000 annually. Exact pay will be commensurate with experience, qualifications, and location.
Application Deadline:
This position will remain open until filled. Applications will be reviewed on a continuous basis. To ensure full consideration, applicants are encouraged to submit their applications at the earliest opportunity.
Export Control Notice:
Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE’s Generally Authorized Destinations List: https://www.ecfr.gov/current/title-10/chapter-III/part-810/appendix-Appendix%20A%20to%20Part%20810.
About Us:
SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation, and a shared goal of building a safer world.
Why Work at SIA?
SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off, including vacation, floating holidays, sick time, and parental leave.
Our employees also enjoy a comprehensive benefits program that includes the following:
- Medical, dental, and vision insurance
- Life Insurance and AD&D
- Short-term and long-term disability
- Health Savings Account with employer contribution
- Flexible Spending Account for health care and dependent care
- ID theft protection and credit monitoring
Structural Integrity Associates, Inc. is an equal opportunity employer.
www.structint.com
SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
Candidate information may be verified during the hiring process. Inaccurate, deceptive, or mass-generated applications may be disqualified from consideration.
8XkL0ofMZa
Financial Data Analyst Jobs by Experience Level
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Find Financial Data Analyst JobsFinancial Data Analyst Job Market
Who's Hiring
- CVS Health36
- Deloitte20
- Riveron19
- Kaiser Permanente12
- Capital One11
Top Industries Hiring
- Insurance29
- Consulting & Professional Services29
- Investment & Asset Management23
- Accounting & Auditing14
- Healthcare & Medical Services14
What Employers Look For
The qualifications that appear most often in financial data analyst jobs.
- Proficiency in SQL for querying and manipulating large financial datasets
- Experience with data visualization tools such as Tableau or Power BI
- Bachelor's degree in finance, statistics, economics, mathematics, or a related field
- Ability to build and interpret financial models, forecasts, and variance analyses
- Familiarity with Python or R for statistical analysis and automation
- Strong communication skills to present data findings to non-technical stakeholders
Tips for Your Financial Data Analyst Job Search
Quantify impact on your resume
Financial data analyst resumes get dismissed when they list tools without outcomes. Replace 'used SQL and Tableau' with what you actually delivered: reduced report turnaround, flagged revenue discrepancies, or improved forecast accuracy. Hiring managers scan for numbers tied to business results.
Tailor your portfolio to the industry
A portfolio built around retail transaction data won't land you a role in financial services risk analytics. Mirror your sample projects to the industry you're targeting, whether that's credit modeling, claims analysis, or budgeting variance. Relevance matters more than volume.
Apply early to roles that fit
Migrate Mate lists financial data analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by required tools before applying
Many financial data analyst postings require a specific stack: Power BI, Python, SAS, or Hyperion. If a posting weights a tool you don't use daily, that's a signal to self-assess before applying, or to run a short project in that tool before your resume goes out.
Prepare a case study answer for interviews
Expect at least one interview question asking you to walk through an analysis you've done end to end, from data sourcing to recommendation. Rehearse one strong example where your output directly influenced a financial or operational decision, not just a dashboard you built.
Negotiate scope before you negotiate salary
Before accepting an offer, clarify what data access, tooling, and stakeholder relationships the role actually includes. Financial data analyst titles vary widely in seniority and real influence. Understanding what you'll own day one gives you grounded context for the rest of the negotiation.
Financial Data Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most financial data analysts?
The companies hiring the most financial data analysts right now include CVS Health, Deloitte, and Riveron, with the largest share of openings in California, New York, and Texas, based on current listings on Migrate Mate as of August 2026. Demand is consistently strong at banks, insurance carriers, and large healthcare systems.
How many financial data analyst jobs are remote?
About 61% of financial data analyst openings are fully remote or hybrid as of August 2026, making it one of the more flexible roles in the finance field. Sub-specializations in business intelligence reporting and financial modeling tend to carry the highest share of remote-eligible postings, while roles tied to trading systems or real-time risk monitoring more often require on-site presence.
How do you become a financial data analyst?
Start with a degree in finance, economics, statistics, or a related quantitative field, then build hands-on proficiency in SQL, Excel, and at least one visualization tool like Tableau or Power BI. Supplement with a Python or R course focused on financial applications. Build a portfolio of real or simulated analyses, such as budget variance or churn modeling, and apply to entry-level analyst or junior data roles to get your first professional dataset experience.
Can you get a financial data analyst job with little or no experience?
Yes, entry-level financial data analyst roles exist specifically for candidates without professional experience, though you'll need to demonstrate applied skills through other means. Employers respond well to portfolio projects built around publicly available financial datasets, relevant coursework in statistics or accounting, and internships even outside the finance sector. Roles at insurance companies, credit unions, and mid-size retailers tend to be more open to early-career candidates than large investment banks.
What does the financial data analyst interview process look like?
Most financial data analyst interviews run across two to four rounds. The first is typically a recruiter screen covering your background and tool familiarity. A technical round follows, often including a SQL or Excel exercise and questions about how you've approached an analysis problem. Final rounds usually include a case study or take-home assignment where you interpret a dataset and present findings, followed by a behavioral interview with the hiring manager or team lead.
Where can I find and apply to financial data analyst jobs?
You can find and apply to financial data analyst jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your skills and experience level, then apply directly to each one that fits.
See All 768+ Financial Data Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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