Financial Data Analyst - Remote

Overview

Atera are seeking a highly analytical and detail-oriented Financial Data Analyst to join our data team. In this role, you will serve as a critical link between the Data team and the Finance department, as well as other key stakeholders. You will be focusing on financial data analysis, key company SAAS metrics, insight generation, and reporting in order to support key business decisions. The ideal candidate will possess strong financial acumen, data analysis skills, and the ability to work collaboratively across teams to ensure alignment on reporting, metrics, and financial strategy.

In Short

• Conduct data analysis, identifying trends, and opportunities for improvement.
• Collaborate closely with the BI development team to enhance and optimize data reporting tools, dashboards, and SaaS metrics.
• Develop and maintain financial models to support budget forecasts, financial planning, and performance evaluations.
• Support quarter-end and year-end closing processes by providing analytical insights and reporting on financial performance.
• Assist in the preparation of reports and presentations that cover the company’s main financial and SAAS metrics for leadership and key stakeholders.
• Ensure data integrity and accuracy across all financial reports and dashboards.
• Communicate complex data insights in a clear, actionable manner to non-technical finance and business teams.

Requirements

• Bachelor's degree in Finance, Economics, Data Analytics, or a related field.
• 3+ years of experience in data analysis, preferably within a mid-level role.
• Proficiency in SQL, data visualization tools (e.g., Tableau, Power BI), and advanced Excel.
• Strong understanding of financial principles and performance metrics.
• Experience working cross-functionally, ideally with both BI and finance teams, to drive cohesive data reporting.
• Excellent analytical, problem-solving, and communication skills.
• Detail-oriented with a strong commitment to accuracy and data quality.
• Strong advantage: experience as a financial data analyst in a tech company.
• Advantage: experience with B2B company and SaaS metrics.

Benefits

• Ample time to learn from your teammates.
• Time off to relax and recharge.
• Community volunteer days.
• An annual budget to support your learning & growth.
• A company paid trip.
• And lots more.