FINANCIAL DATA ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 18, 2025 - The Financial Data Analyst possesses deep knowledge of program objectives, financial modeling, and forecasting. Expert in accounting principles, modern reporting, and cost control techniques, with a robust ability in data analysis and financial forecasting. Highly skilled in MS Excel, including PowerQuery and PowerPivot, excels in critical thinking, and communication, and fosters strong internal and external relationships.

Essential Hard and Soft Skills for a Standout Financial Data Analyst Resume
  • Data Analysis
  • Financial Reporting
  • Statistical Modeling
  • Data Visualization
  • SQL Proficiency
  • Financial Forecasting
  • Data Reconciliation
  • Process Design
  • Excel
  • Model Development
  • Problem Solving
  • Strategic Decision-Making
  • Stakeholder Communication
  • Leadership and Training
  • Collaboration
  • Process Improvement
  • Presentation Skills
  • Opportunity Identification
  • Proactivity
  • Mentoring

Summary of Financial Data Analyst Knowledge and Qualifications on Resume

1. BA in Finance with 3 Years of Experience

  • Thorough knowledge of program objectives, practices, policies and procedures and of financial and business processes related to the work performed.
  • Thorough knowledge of financial modeling and forecasting related to the work performed.
  • Considerable knowledge of accounting principles and methods including modern reporting and cost control techniques.
  • Ability to identify and determine data requirements and analyze and interpret same and prepare clear and concise financial forecast reports and recommendations related to the work performed.
  • Ability to establish and maintain effective working relationships with a wide variety of internal and external contacts in government agencies and private organizations.
  • Ability to provide advice and assistance to a variety of internal and external contacts on existing or proposed processes and procedures.
  • Ability to independently perform financial analysis and forecasting work.
  • Proficiency in MS Excel, particularly PowerQuery and PowerPivot
  • Must possess strong critical thinking skills, and communication skills, can develop working relationships, and be able to think independently and work well in a team setting.
  • Great attitude, with a go-getter and process improvement mentality.

2. BA in Accounting with 5 Years of Experience

  • Combined work experience across various disciplines including finance, accounting, business analysis, IT, internal and/or external audit.
  • Experienced in the use of AO, Power BI, and Excel 
  • Familiarity and interest in mill manufacturing 
  • Proven experience in researching and defining problems, collecting data, establishing facts, and drawing valid conclusions.
  • Strong understanding of financial accounting and GAAP.
  • Good oral and written communication skills
  • Experience with a modern programming language (Python, R)
  • Experience with a data visualization / BI tool (Looker, Tableau, Spotfire)
  • Ability to query, analyze and summarize data efficiently and accurately
  • Requires excellent analytical ability, attention to detail, critical thinking and relationship-building skills

3. BA in Economics with 7 Years of Experience

  • Previous experience in a financial analyst role with similar deliverables on enterprise-wide projects including analysis and reporting.
  • Experience in accounting, technology finance or related industry.
  • Familiar with IT financial management (ITFM) principles.
  • Strong software skills Microsoft Office Suite, SharePoint, Confluence, Smart sheets, PPM tools.
  • High proficiency in financial modeling, planning, and techniques.
  • Strong fluency with Excel formulas and functions.
  • Experience with Oracle Project Financials, Experience with Apptio
  • Self-starter with excellent interpersonal communication and problem-solving skills.
  • Experience in a PMO with, portfolio management, business analysis or financial operations.
  • Ability to document, streamline functions and passion to learn and grow.
  • Good business acumen with strong quantitative and analytical competency.
  • Excellent written and verbal communication skills.

4. BA in Business Administration with 4 Years of Experience

  • Proven experience is preferred in achieving results while working in teams with multiple stakeholders and business functions.
  • Prior work experience within a financial services firm in Finance function (e.g. Controllers, Regulatory Reporting, Liquidity, RWA, and/or Capital Planning)
  • Experience in data management, data governance, data architecture, data quality measurements, controls, metrics dashboard implementations and project management
  • Knowledgeable in financial platforms, data architecture and technology in Banking.
  • Ability to communicate effectively, both written and verbal, across organizational levels.
  • Individual should be analytical, flexible, and team-oriented with excellent interpersonal skills.
  • Proven ability to work in a cross-functional, fast-paced team environment.
  • Able to work effectively under pressure.
  • Ability to handle multiple, complex tasks at the same time and effectively self-manage priorities.
  • Comfortable dealing with ambiguity and the ability to work independently.
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