Financial Data Analyst

Expert Technology Services
Durham, NC

Please Note: As of July 22, 2021, our team will require that all candidate submissions include a LinkedIn profile. Please do not submit any candidates that do not have a LinkedIn.

  • Analyze large, complex data sets (e.g., invoices, payment history, sales orders) to identify patterns, risks, and opportunities.
  • Build and maintain dashboards, reports, and models using tools such as Power BI, Excel, and SQL.
  • Provide actionable insights to teams including Collections, Credit, and Sales (e.g., identify high-risk customers, prioritize accounts, track outstanding balances).
  • Translate insights into small programs or initiatives and measure their success (e.g., reduction in overdue invoices by X%).
  • Collaborate cross-functionally with Finance, Operations, and Sales to support decision-making.
  • Ensure accuracy, timeliness, and clarity of reporting.

Required Skills : 5 years of professional experience in data analysis, reporting, or business analytics. Hands-on experience with Power BI, Excel (advanced functions, pivot tables), SQL, or similar tools. Understanding of Order-to-Cash processes (collections, AR, credit, cash applications). Strong problem-solving skills; ability to analyze data and deliver actionable insights. Excellent communication skills; ability to explain findings to non-technical stakeholders. Self-starter, proactive, and detail-oriented; comfortable working independently. Nice to Have: Experience in ERP systems (SAP, Oracle, or similar). Exposure to finance, collections, or AR reporting environments.

Basic Qualification :

Additional Skills :

Background Check : No

Drug Screen : No


Rank :B1
Requested Date :2025-09-25
Posted 2025-09-26

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