Financial & Data Analyst

Ovii's Interpretation of the Role

We need a Financial & Data Analyst to turn complex financial and operational data into clear, actionable insights. You’ll build 3‑statement models, run scenario analysis, and create dashboards that leadership relies on daily. The role is fully remote, U.S.‑based, and supports strategic decision‑making across finance, ops, and sales.

Role Snapshot

• Financial modeling & forecasting
• SQL data extraction & transformation
• Dashboard creation (Tableau, Power BI, Looker)
• Variance & performance analysis
• Cross‑functional insight delivery
• Data quality & governance

Must-Have Requirements

• Advanced Excel / Google Sheets (Pivot Tables, INDEX/MATCH)
• SQL
• Financial modeling
• BI tools (Tableau, Power BI, Looker)
• Financial reporting and variance analysis
• Financial Analysis
• FP&A
• Data Analytics

Nice-to-Have Signals

• Python or R for data analysis
• ERP systems (NetSuite, SAP, Oracle)
• Industry experience: SaaS, Finance, Healthcare
• Python/R for analysis
• ERP system experience
• Industry experience (SaaS, Finance, Healthcare)
• SaaS
• Finance
• Healthcare

Work Setup

• Location: United States
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: United States
• Timezone: U.S. client business hours
• Employment type: Full-Time
• Shift: U.S. client business hours

Eligibility Gates

• Background check: Background verification

Not Specified in JD

• Visa sponsorship
• Salary range
• Relocation
• Notice period
• Travel
• Security clearance
• Coding test
• Portfolio
• GitHub
• Writing sample
• Cover letter

What You'll Likely Work On

• Build and maintain 3‑statement financial models and rolling forecasts
• Run scenario, sensitivity, and variance analyses to support FP&A
• Query, clean, and transform data using SQL, Python/R, or Excel
• Design and maintain executive dashboards in Tableau, Power BI, or Looker
• Prepare monthly reports, executive summaries, and board decks
• Validate data sources, document assumptions, and ensure reporting consistency
• Partner with finance, operations, sales, and leadership to translate data into business insights

Good Fit If You Have

• Experience in SaaS, finance, or healthcare industries is a plus
• Familiarity with ERP systems such as NetSuite, SAP, or Oracle
• Strong communicator who can present insights to senior stakeholders
• Analytical thinker comfortable with ambiguous, large‑scale datasets