Financial Data Analyst

Title: Financial Data Analyst

Location: Hybrid- 3 days onsite in Westchester NY

Target Start Date: Immediate / As Soon As Possible

Type: C (Contract) - 4 mos

Salary / Pay Rate: TBD - DOE

Why Work Here

This is an opportunity to join a collaborative and transparent finance team that values both technical expertise and business acumen. The team operates in a fast-paced environment where your contributions will have direct, visible impact on the organization's financial planning and decision-making. You will work closely with experienced finance leaders who are invested in your success and willing to set you up with the tools and access you need to hit the ground running.

About the Role

This is a temporary contract engagement supporting a finance team's data transformation, forecasting, and budgeting initiatives. The specialist will work directly with the FP&A function to consolidate and restructure financial data from multiple source systems into clean, usable Excel-based models. Key deliverables include supporting the current-year forecast, building out the following year's budget, and contributing to a three-year midterm financial plan. This is a newly created position, meaning the successful candidate will have the opportunity to make a real impact from day one without stepping into an existing set of constraints. The role is expected to last approximately four months, with the possibility of extension depending on business needs.

Responsibilities

• Build and maintain advanced Excel models to support financial consolidation, forecasting, and budgeting processes
• Use Power Query to connect, clean, and transform data pulled from multiple source systems into flat files for analysis
• Support the FP&A team with current-year forecasting, next-year budget development, and a three-year midterm planning cycle
• Follow and expand upon existing Excel-based processes and templates already in use by the finance team
• Collaborate closely with the FP&A Director and finance lead to understand data requirements and deliver accurate, timely outputs
• Identify opportunities to improve data workflows and reporting efficiency within the existing Excel-based infrastructure
• Handle data sourced from a variety of systems and formats, extracting to flat files and restructuring as needed for downstream use

Required Skills

• Advanced proficiency in Microsoft Excel, including complex formulas, dynamic arrays, and structured data modeling
• Significant hands-on experience with Power Query for data extraction, transformation, and loading (ETL) workflows
• Solid background in Financial Planning and Analysis (FP&A), including familiarity with P&Ls, budgets, forecasts, and multi-year financial planning
• Ability to quickly understand and work within existing financial models and adapt them to evolving business needs
• Comfortable handling data from multiple, varied source systems without requiring deep technical knowledge of those systems
• Strong communication and collaboration skills with the ability to work closely alongside finance leadership
• Minimum 2-3 years of relevant experience in a finance or data-focused role, with demonstrated technical and business understanding

Bonus / Soft Skills

• Experience with Power BI for data visualization and reporting
• Prior exposure to systems such as SAP, Concur, or similar enterprise platforms (data extraction experience is transferable)
• Ability to work with ambiguity and take initiative in a lean, Excel-driven environment without a centralized data infrastructure
• Detail-oriented with strong organizational habits and a commitment to data accuracy
• Comfortable working in a hybrid setting and able to be on-site regularly, especially during onboarding
• Quick to ramp up on new tools, workflows, and team processes with minimal hand-holding

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