Financial Analytics

Financial Analytics Finance Jobs

80 jobs found

4d ago

Financial Analyst

Fidelity Investments Covington, KY

Covington, KY

4d ago

Full time Analytical Skills Data Analysis Data Analytics

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Job Description

Drive pricing and profitability decisions for Workplace Investing by building models, evaluating scenarios, and partnering with sales and finance stakeholders.

Responsibilities

Assess pricing and profitability for core market prospects and existing clients
Design market-competitive pricing strategies to support client acquisition and retention, improve product utilization, and optimize profitability
Provide ongoing updates to pricing issues, risks, and recommendations to sales, relationship management, segment leaders, and finance
Review prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability
Build financial models and pricing proposals aligned with business guidelines to support the sales organization in winning new clients
Evaluate repricing requests as plan and participant conditions change, including product offering, fee structure, and other underlying assumptions
Use client-specific metrics to challenge assumptions and help confirm projected profitability and required fees
Analyze financial information and develop alternative pricing scenarios to improve win rate, strengthen retention, minimize risk, and enhance profitability
Present pricing proposals, strategy, and positioning with key business partners and pricing team management
Continuously prioritize requests based on factors such as request age, need for additional approvals, and client or advisor urgency
Raise pricing issues, trends, and operational improvement opportunities as appropriate
Support ad hoc projects as needed

Requirements

College degree in Finance, Economics, or Accounting
2 - 3 years of work and/or internship experience in a Finance role (minimum 2 years)
Strong knowledge of Microsoft Word, Excel, and PowerPoint, with significant emphasis on Excel
Proven analytical and problem-solving ability
High attention to detail and accuracy
Excellent interpersonal skills, including the ability to influence senior-level positions
Strong written and verbal communication skills
Ability to prioritize multiple tasks and work independently
Ability to collaborate with team members
Initiative to identify and solve operational improvement and efficiency opportunities

Technology

Microsoft Office Applications (Word, Excel, PowerPoint)

Location and Work Model

Covington, KY (onsite)
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles
Some roles and locations currently require 100% onsite while others require less
Onsite expectations may change as the rollout continues
This transition does not apply to fully remote roles

Additional Information

Fidelity will not provide immigration sponsorship for this position
Fidelity’s business is governed by the Securities Exchange Act of 1934; related laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories

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30d ago

Lead Data Product Owner - Finance

Dynatrace Boston, MA

Boston, MA

30d ago Closed

$135k - $165k/yr Full time Manager Analytics Business Intelligence

This position is no longer accepting applications (closed Sep 21, 2026).

Job Description

Dynatrace is hiring a Lead Data Product Owner to take ownership of its Finance data product portfolio and help move data maturity forward across Finance. This hybrid role in Boston, MA partners closely with business stakeholders and analytics engineering to define what matters, shape requirements, and ensure data products are trusted, adopted, and audit-ready.

Role overview

You will co-own the Finance data product strategy and steward stakeholder relationships across Finance and adjacent functions. The position focuses on driving clear requirements, guiding analytics engineering on what to build and how to design it, and overseeing how Finance data flows support reliable reporting and adoption.

Key responsibilities

Own a portfolio of Finance data products end to end, including reliability, value, and adoption.
Independently lead initiatives that advance Finance’s data maturity, from problem definition through adoption.
Shape the Finance data product roadmap, prioritizing work by adoption and business value.
Collaborate with the GTM analytics engineering squad, influencing both delivery priorities and design choices.
Shape data mart architecture, metric definitions, and reporting requirements, navigating design tradeoffs.
Define requirements for auditable data flows with traceability and lineage for audit and executive reporting.
Partner with Finance, FP&A, Accounting, and Procurement leaders to draft requirements that go beyond simply taking orders.
Drive alignment on business and data definitions, translating business questions into buildable requirements.
Oversee data quality, SLAs, and governance in line with SOX, ASC 606, and external audit expectations.
Improve discoverability and data literacy, aligning with peer data product owners across G&A and GTM.

What you bring

7+ years in data product management, analytics, BI, or data management.
Bachelor’s degree in Finance, Business, Information Systems, Data Analytics, or a related field.
Finance domain expertise strongly preferred (including revenue recognition, reporting, FP&A, procurement, close); a fast domain ramp is acceptable.
Strong ability to bridge technical and business communication, identified as a core competency for the role.
Demonstrated record of influencing outcomes with engineers and business leaders.
Experience shaping and drafting requirements and leading projects amid conflicting priorities.
Solid grasp of data modeling, pipelines, data quality, governance, and BI tooling, including SQL.
Familiarity with SOX and ASC 606.
Experience designing Finance data marts, including star schemas, SCDs, and auditable flows.
Experience with Snowflake, dbt, Power BI, or comparable platforms.
Knowledge of NetSuite or similar financial systems and their data models.
CPA, CMA, or equivalent certification.
Experience with SaaS/B2B metrics such as ARR, deferred revenue, and billings.
Working knowledge of Agile/Scrum and JIRA.

Technology stack

SQL, Snowflake, dbt, Power BI
NetSuite, Agile/Scrum, JIRA
Star schemas, SCDs, SOX, ASC 606

Compensation and schedule

Salary: USD 135,000 - 165,000 per year
Location: Boston, MA (hybrid)
Flexibility: hybrid working model and flexible working hours

Benefits

Health, Dental, Life, STD, LTD
Health insurance
401K with company matching 401(k) Plan
Retirement savings plans
PTO (paid time off)
Financial security benefits
Employee Assistance Program powered by Telus Health
Four company-designated extra paid days off to recharge batteries

Additional program details

AI-driven workflows: use AI as a daily teammate to automate tasks and focus on what matters.
Learn & develop: company-wide learning perks, designated team learning days, and more.
Volunteering day: one day of paid volunteer time.
Regular team events: Global Culture Parties, Family & Friends at Work Day, Global Breakfasts, Green Weeks, Pride Month, and beyond.
International vibe: multicultural offices and teams; English is the shared language while cultures are embraced and learned from.

Note to recruiters and agencies: Dynatrace does not accept unsolicited agency resumes. Do not forward resumes via its website or directly to Dynatrace employees. Dynatrace will not pay fees for unsolicited resumes, and any resumes received this way will be considered the property of Dynatrace.

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1mo ago

Financial Analytics Data Engineer

Daiichi Sankyo, Inc. Basking Ridge, NJ

Basking Ridge, NJ

1mo ago Closed

$127k - $191k/yr Full time Data Data Analysis Data Analytics

This position is no longer accepting applications (closed Sep 16, 2026).

Job Description

Daiichi Sankyo, Inc. offers a salary range of USD 127,280.00 to USD 190,920.00 and an onsite role based in Basking Ridge, NJ. You will partner with Financial Analytics Product Managers and Data Scientists to turn analytics and product needs into scalable data and analytics products, with a focus on reliable data foundations and continuous improvement. A benefits summary PDF is also available for review.

Responsibilities

Design, develop, and maintain scalable data pipelines, transformation logic, reusable datasets, and data products for Financial Analytics use cases.
Convert analytical and product requirements into scalable technical implementations and support operationalization of analytical assets in productive environments.
Implement data validation, monitoring, and quality controls to support trusted, reliable, and maintainable data foundations.
Collaborate with Financial Analytics Product Managers, Data Scientists, Global DX, and technical teams to align solutions with enterprise architecture, engineering standards, and delivery requirements.
Drive innovation and ongoing improvement by evaluating modern data engineering approaches, improving scalability and maintainability, and ensuring alignment with data governance and security standards.

Requirements

Bachelor’s Degree required.
Master’s Degree preferred in areas such as data engineering, computer science, software engineering, information systems, data science, mathematics, finance, or a related field.

Experience Qualifications

5+ years of experience in data engineering, analytics engineering, software engineering, data management, or related fields, preferably supporting analytics or AI use cases in the finance domain.
Experience building and maintaining scalable data pipelines and analytical data solutions.
Experience working with structured and semi-structured data and applying data transformation concepts.
Proven ability to collaborate in cross-functional delivery environments across multiple technical teams.
Understanding of cloud-based data platforms, data architectures, and modern engineering practice preferred.
Experience in industries such as pharmaceuticals and chemicals preferred.

Travel Requirements

Limited travel is expected, with travel occurring for of the time.

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1mo ago

Financial Data Analyst

CrowdStrike Remote 🌍 Remote

Remote

1mo ago Closed

$70k - $95k/yr Full time Marketing Analytical Skills Analytics

This position is no longer accepting applications (closed Sep 12, 2026).

Job Description

As a Financial Data Analyst on CrowdStrike’s Finance Data Analytics team, you will help enable accurate, decision-ready Finance KPIs for Sales. The work focuses on connecting upstream quoting structure to downstream ARR outcomes, alongside ad-hoc analytics, reporting, and close support.

Key Responsibilities

Deliver ad-hoc support to global Sales and Sales Ops teams to maintain accuracy of Finance KPIs used in revenue forecasting, including ACV, ARR, and Renewals.
Reconcile and bridge financial metrics from quote lines through ACV to ARR.
Create reporting datasets and dashboards that support revenue-impacting projects and Sales initiatives.
Work closely with upstream CRM platform teams to help ensure high data quality.
Partner with the Finance Data Engineering Team to investigate issues and drive solutions as business needs evolve.
Participate in the month-end and quarter-end close processes.

Required Qualifications

Preferred location: East Coast US.
Proficiency in SQL, with knowledge of data flow and data warehousing concepts.
Proficiency in Salesforce.
Experience with data visualization tools such as Tableau (plus) and Excel.
Ability to support external stakeholders, including strong communication skills and the capability to translate complex data into actionable insights.
Bachelor’s Degree in Finance, Engineering, or a related discipline, or comparable work experience.
Proven experience utilizing AI technologies to enhance decision-making, streamline workflows and processes, improve efficiency, and drive business outcomes.

Preferred Qualifications

Sales Support or Sales Ops experience.
Big 4 experience (EY, PwC, Deloitte, KPMG).

Technologies

SQL
Salesforce
Tableau
Excel

Compensation

USD 70,000 - 95,000 per year

Education

Bachelor’s Degree in Finance / Engineering / a related discipline

Benefits

Market leader in compensation and equity awards
Comprehensive physical and mental wellness programs
Competitive vacation and holidays
Paid parental and adoption leaves
Professional development opportunities for all employees regardless of level or role
Employee Networks, geographic neighborhood groups, and volunteer opportunities to build connections
Vibrant office culture with world class amenities
Great Place to Work Certified™ across the globe
Health insurance
401k
Paid time off
Bonuses
Equity grants

About the Role

Join the Finance & Accounting organization within the Finance Data Analytics team to work hands-on with key metrics including Bookings (ACV) and Annual Recurring Revenue (ARR). This position provides Sales support by explaining how Finance KPIs are derived and by bridging the gap between upstream Sales quoting structure and downstream ARR impact. You will also contribute to stakeholder support, analytics, reporting, and the month-end and quarter-end close cycle.

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1mo ago

Manager of Financial Planning & Analysis

Jacksons Food Stores, Inc. Meridian, ID

Meridian, ID

1mo ago Closed

Full time Manager Analytical Skills Budget Management

This position is no longer accepting applications (closed Aug 31, 2026).

Job Description

On-site Manager of FP&A in Meridian, ID for Jacksons Food Stores, overseeing financial planning, reporting, budgeting, forecasting, KPI analysis, and modeling to support operational decisions and growth.

Responsibilities

Collaborate with department leaders to analyze, model, and evaluate business decisions and opportunities.
Develop financial models and scenario analyses to support operational and strategic initiatives.
Provide recommendations based on financial and operational data.
Create and maintain financial, operational, and KPI reporting dashboards.
Analyze trends to identify opportunities and risks and communicate key findings to leadership.
Prepare recurring and ad hoc financial reports to inform decision-making.
Partner with Accounting, Finance, and business leaders to develop annual budgets and forecasts.
Assist with operational, capital, and cash flow planning.
Monitor budget performance and perform variance analysis.
Demonstrate strong financial analysis and modeling capabilities.
Other duties as assigned.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (required).
MBA or equivalent degree in an analytical field (preferred).
3+ years of experience in FP&A, Finance, or a related analytical role.
Retail, fuel, convenience store, transportation, or multi-location business experience (preferred).
Advanced Excel skills and experience with financial reporting tools (required).
Ability to analyze data, identify trends, and communicate recommendations.
Proven ability to work in a fast-paced environment with multiple priorities while remaining flexible to shifting priorities.
Demonstrated success in linking corporate strategy to the development of leadership strategies and programs.
Able to contribute and direct innovation and troubleshooting for other related departments for cross coordination of large projects and complex business impacting service issues.

Technologies

Microsoft Excel

Benefits

Relocation assistance

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1mo ago

Financial Operations Manager

HBE LLP Lincoln, NE

Lincoln, NE

1mo ago Closed

Full time Manager Accounting Finance Operations

This position is no longer accepting applications (closed Aug 30, 2026).

Job Description

In Lincoln, Nebraska, HBE LLP is seeking a Financial Operations Manager to lead financial reporting, accounting operations, and risk controls from an on-site office. The role directs the finance team, shapes formal policies, and drives governance and operational excellence across the organization’s finances.

This in-office position requires a bachelor’s degree in Accounting or Finance and at least five years of progressively responsible experience in financial and accounting functions. The successful candidate will oversee comprehensive financial processes and provide strategic financial support to leadership.

Responsibilities

Oversee core accounting functions including general ledger, accounts payable, accounts receivable, billing, payroll, and financial reporting.
Ensure timely and accurate monthly, quarterly, and annual financial statements.
Maintain data integrity across financial records and reporting systems.
Track key performance metrics such as work in progress, AR aging, cash flow, realization, and expense trends.
Lead month-end and year-end close processes.
Support the preparation and compilation of annual industry surveys and benchmarking reports.
Develop, document, and maintain formal accounting policies and procedures.
Establish standardized workflows for billing, collections, expense reimbursements, and cash handling.
Continuously evaluate and improve financial processes to enhance efficiency and mitigate risk.
Ensure proper segregation of duties and documentation standards.
Identify financial or operational risk areas and propose corrective actions.
Ensure compliance with applicable regulations, GAAP standards, and professional requirements.
Lead the annual budgeting cycle and monitor performance against the budget.
Prepare forecasts and variance analyses.
Provide modeling and analytical support to inform leadership decisions.
Support leadership with financial planning initiatives as requested.
Oversee cash management, bank reconciliations, and relationships with banking partners.
Monitor working capital and cash-flow trends.
Maintain controls over disbursements and electronic payments.
Oversee financial systems and accounting software, including integrations with practice management tools.
Evaluate and implement automation and technology improvements.
Ensure data security and integrity within financial systems.
Oversee payroll processing and benefits accounting.
Coordinate multi-state registrations and payroll tax filings to ensure timely submissions.
Ensure compliance with tax filings, payroll reporting, and regulatory requirements.
Assist with firm insurance policies and related vendor contracts.
Coordinate the provision of information for annual external audits.
Support documentation needs for governance and leadership reviews.
Supervise and mentor the finance department staff.
Establish performance standards and accountability measures.

Requirements

Bachelor's degree in Accounting or Finance required
Minimum five years' experience performing financial and accounting functions of varying complexity preferred
Proven experience developing financial policies and procedures
Experience within a public accounting firm strongly preferred
Strong analytical and problem-solving abilities
High integrity and discretion
Process-oriented and detail-driven
Risk-aware
Excellent written and verbal communication and interpersonal skills
Ability to prioritize tasks
Excellent critical thinking skills
Ability to troubleshoot and propose practical solutions

Technologies

Practice management tools

Benefits

Full-time position with competitive pay based on experience
Excellent opportunities for career growth and advancement within the company
401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Full benefits package including health, vision, and dental coverage
401k Safe Harbor contribution
Emphasis on collaborative, team-oriented service and a strong commitment to nonprofit and community involvement
Recognition for Diversity and Inclusion: Best CPA Firms for Equity Leadership by the Accounting MOVE Project since 2015

Competencies

Strong analytical and problem-solving skills
High integrity and discretion
Process-oriented and detail-driven
Risk-aware
Excellent written and verbal communication and interpersonal skills
Ability to prioritize tasks
Excellent critical thinking skills
Ability to troubleshoot and propose solutions

Supervisory Responsibilities

Supervise and mentor finance department staff
Establish performance standards and accountability measures

Physical Requirements

Ability to perform essential job functions safely and in compliance with ADA, FMLA, and other regulations
Regular, punctual attendance
Ability to talk, listen, and speak clearly on the telephone
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds

Travel Required

Minimal travel required

Education and Experience

Bachelor's degree in Accounting or Finance required
Minimum five years' experience performing financial and accounting functions of varying complexity preferred
Demonstrated experience developing financial policies and procedures
Experience within a public accounting firm strongly preferred

What We Offer

Full-time position with competitive pay based on experience
Excellent opportunities for career growth and advancement within the company
Full benefits package including health, vision, and dental coverage, and a 401k Safe Harbor contribution
Emphasis on collaborative, team-oriented service and a strong commitment to nonprofit and community involvement
Recognition for Diversity and Inclusion: Best CPA Firms for Equity Leadership since 2015

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1mo ago

Financial Crimes Data Scientist

East West Bank Pasadena, CA

Pasadena, CA

1mo ago Closed

$100k - $200k/yr Full time Advanced Analytics Ai Ml Analytics

This position is no longer accepting applications (closed Aug 29, 2026).

Job Description

East West Bank is seeking a Financial Crimes Data Scientist to design, implement, and optimize AML and fraud-detection models using machine learning, network analytics, and large-scale financial data. The role concentrates on enhancing detection capabilities, reducing false positives, and supporting regulatory compliance, with an onsite base in Pasadena, California.

Responsibilities

Develop and deploy internal models to detect AML, fraud, and related financial crime risks, including end-to-end design, validation, and rollout.
Build risk-scoring, anomaly-detection, predictive, and network-analytics models using both internal and external data sources.
Create and refine transaction monitoring scenarios and machine learning–driven alerting frameworks.
Establish model deployment pipelines and ongoing production monitoring to maintain effectiveness and regulatory alignment.
Perform feature engineering, model tuning, and performance assessments to improve precision, recall, and operational efficiency.
Collaborate with Compliance, BSA/AML, Fraud, Investigations, and Technology teams to translate evolving risks into scalable detection approaches.
Aim to minimize false positives while enhancing detection of high-risk activity and suspicious behavior.
Support governance, validation, documentation, and regulatory examinations of models.
Perform additional duties as required.

Requirements

Proficiency in statistical programming languages such as Python or R, and experience with SQL-based data querying (including Hive and Pig) is preferred; familiarity with Scala, Java, or C++ is a plus.
Strong applied statistics background covering hypothesis testing, clustering behaviors, distributions, regression, and maximum likelihood estimation.
Solid grounding in multivariable calculus and linear algebra.
Ability to wrangle imperfect data and prepare clean datasets for analysis.
Experience with data visualization tools like Tableau and Power BI to effectively encode and present data.
Experience with network or link analytics.
Strong communication skills to convey findings to both technical and non-technical audiences.
Solid software engineering foundation.
Hands-on experience with data science toolchains and practical implementations.
Strong problem-solving aptitude and analytical mindset with business acumen.