Mid Level Financial Data Analyst Jobs
Mid level financial data analyst jobs go to analysts ready to own reporting pipelines end to end, drive decisions with limited oversight, and guide junior teammates through complex data problems. Openings run across Banking & Financial Services, Investment & Asset Management, and Consulting & Professional Services, with 30% remote or hybrid availability, and employers like Riveron, PubMatic, and BNY hiring at this level now.
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Showing 5 of 70+ Mid Level Financial Data Analyst jobs
JOB SUMMARY
Our client is seeking an experienced FP&A Manager to lead financial planning, forecasting, budgeting, reporting, and analysis. This role will partner closely with business leaders to provide actionable financial insights, identify opportunities and risks, and support strategic decision-making. The ideal candidate is a highly analytical, detail-oriented finance professional with strong business acumen and the ability to communicate complex financial information clearly.
KEY RESPONSIBILITIES
- Lead the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain financial models, forecasts, and scenario analyses to support business planning.
- Analyze financial performance, including revenue, expenses, profitability, and key business metrics.
- Prepare monthly and quarterly financial reporting and management presentations.
- Partner with cross-functional leaders to understand business performance, explain variances, and provide financial recommendations.
- Develop and track KPIs and operating metrics to evaluate business performance.
- Identify trends, risks, and opportunities and communicate insights to senior leadership.
- Support headcount planning, expense management, and resource allocation.
- Prepare ad hoc financial analyses and business cases to support strategic initiatives.
- Improve financial planning and reporting processes, systems, and tools.
- Collaborate with Accounting to ensure alignment between financial reporting and FP&A activities.
- Support senior leadership with financial analysis for investments, initiatives, and other strategic decisions.
- Mentor and develop junior members of the finance team, as applicable.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related field.
- Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
- Advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, SUMIFS, and financial modeling.
- Experience working with financial planning, ERP, or reporting systems.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to translate financial data into clear business insights and recommendations.
- Proven ability to manage multiple priorities and work effectively in a fast-paced, cross-functional environment.
PREFERRED QUALIFICATIONS
- MBA, CPA, or other advanced finance/accounting credential.
- Experience with FP&A platforms such as Adaptive Planning, Anaplan, Planful, or similar systems.
- Experience with BI and reporting tools such as Power BI or Tableau.
- Experience supporting a multi-business-unit, retail, e-commerce, technology, or high-growth environment.
JOB SUMMARY
Our client is seeking an experienced FP&A Manager to lead financial planning, forecasting, budgeting, reporting, and analysis. This role will partner closely with business leaders to provide actionable financial insights, identify opportunities and risks, and support strategic decision-making. The ideal candidate is a highly analytical, detail-oriented finance professional with strong business acumen and the ability to communicate complex financial information clearly.
KEY RESPONSIBILITIES
- Lead the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain financial models, forecasts, and scenario analyses to support business planning.
- Analyze financial performance, including revenue, expenses, profitability, and key business metrics.
- Prepare monthly and quarterly financial reporting and management presentations.
- Partner with cross-functional leaders to understand business performance, explain variances, and provide financial recommendations.
- Develop and track KPIs and operating metrics to evaluate business performance.
- Identify trends, risks, and opportunities and communicate insights to senior leadership.
- Support headcount planning, expense management, and resource allocation.
- Prepare ad hoc financial analyses and business cases to support strategic initiatives.
- Improve financial planning and reporting processes, systems, and tools.
- Collaborate with Accounting to ensure alignment between financial reporting and FP&A activities.
- Support senior leadership with financial analysis for investments, initiatives, and other strategic decisions.
- Mentor and develop junior members of the finance team, as applicable.
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of progressive experience in FP&A, financial analysis, corporate finance, or a related field.
- Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
- Advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, SUMIFS, and financial modeling.
- Experience working with financial planning, ERP, or reporting systems.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Excellent written and verbal communication skills.
- Ability to translate financial data into clear business insights and recommendations.
- Proven ability to manage multiple priorities and work effectively in a fast-paced, cross-functional environment.
PREFERRED QUALIFICATIONS
- MBA, CPA, or other advanced finance/accounting credential.
- Experience with FP&A platforms such as Adaptive Planning, Anaplan, Planful, or similar systems.
- Experience with BI and reporting tools such as Power BI or Tableau.
- Experience supporting a multi-business-unit, retail, e-commerce, technology, or high-growth environment.
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Find JobsMid Level Financial Data Analyst Job Market
Who's Hiring
- Riveron19
- PubMatic2
- BNY1
- NSF1
- Avant1
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
- Education
- Staffing & Recruiting
Mid Level Financial Data Analyst Jobs: Frequently Asked Questions
How do I get a mid level financial data analyst job?
Position your existing experience around ownership and outcomes, not just tasks. Highlight analyses you led independently, models you built from scratch, and decisions your work directly informed. Applications stand out when they show cross-functional collaboration, proficiency with tools like SQL, Python, or Tableau, and a clear throughline from your data work to measurable business results. Tailor each application to the industry and scale of the role.
Which companies hire mid level financial data analysts?
Companies hiring mid level financial data analysts right now include Riveron, PubMatic, and BNY, based on current listings on Migrate Mate as of August 2026. Hiring at this level tends to come from organizations large enough to have dedicated analytics teams, including financial institutions, healthcare systems, technology companies, and large retailers with structured data functions.
Are there remote mid level financial data analyst jobs?
Yes, remote and hybrid options are common at this experience level. About 30% of mid level financial data analyst openings are remote or hybrid as of August 2026, reflecting how broadly data work has moved to distributed team models. Finance-heavy industries like banking and insurance tend to have more on-site requirements, while technology and consulting firms offer the most flexibility.
How do I move up to a mid level financial data analyst role?
Moving into a mid level role comes from accumulating depth, not just time. Build fluency in SQL and at least one scripting language, then seek out projects where you own the full analysis cycle from data extraction through stakeholder presentation. Demonstrating that your work shaped a real business decision, even once, carries significant weight. Analysts who also take on informal mentoring or documentation responsibilities signal they are ready for the next level.
Which industries hire the most mid level financial data analysts?
Mid Level financial data analyst roles concentrate in Banking & Financial Services, Investment & Asset Management, and Consulting & Professional Services, based on current listings on Migrate Mate as of August 2026. These sectors drive hiring because they manage large transaction volumes, regulatory reporting obligations, or complex forecasting needs that require analysts who can work independently and translate data into financial strategy.