What are the responsibilities and job description for the Financial Analyst position at SB & COMPANY LLC?
Job Summary
We are seeking a detail-oriented Financial Analyst & Data Reporting Specialist who excels in data organization, Excel analysis, and the creation of meaningful management insights and dashboards. This role is ideal for a candidate who enjoys transforming raw information into clear, actionable reporting that supports decision-making. This position plays a key role in preparing accurate datasets, maintaining reporting dashboards, and equipping leadership with well-structured information.
Key Responsibilities
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Gather, manage, clean, and organize operational and financial data from multiple sources to maintain key performance, reporting, and performance monitoring to support business needs.
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Build and maintain Excel and Tableau-based reports, trackers, and scorecards to provide visibility into key metrics.
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Prepare and format data for leadership presentations and internal reporting decks.
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Develop dashboards and visualizations using tools such as Tableau, Power BI, or similar platforms.
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Identify data gaps, inconsistencies, and process improvement opportunities.
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Partner with leadership to define and refine reporting needs and support data-driven decision making.
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Support administrative tasks related to reporting, systems updates, and document management.
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Understand financial performance measures, dashboards, key performance measures, and business performance.
Qualifications:
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Bachelor's degree in data analytics or related field
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Minimum of 1 year of experience in Business Analytics or a related field
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Experience in financial data analysis and business financial performance
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Strong writing, communication, presentation skills, and the ability to influence and convince others.
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Must be self-motivated, possess excellent communication and organization skills and interact effectively with all levels within the organization
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Strong proficiency in Excel (pivot tables, lookups, formulas, basic modeling, charts).
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Experience and certification in Tableau, Power BI, or other dashboard/reporting tools preferred.
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High attention to detail and accuracy.
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Ability to translate data into clear summaries, visuals, and insights.
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Strong organization and administrative coordination skills.
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Ability to work independently and handle multiple priorities.
Salary : $60,000 - $80,000