Financial Data Analyst jobs in United States
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CAI ยท 18 hours ago

Financial Data Analyst

CAI is a global technology services firm with over 8,500 associates worldwide. They are looking for a motivated Financial Data Analyst to track, monitor, analyze, and report on the performance and status of IT Product Construction projects, providing insights into project financial performance and supporting decision-making processes.

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Work & Life Balance
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Responsibilities

Gather and analyze data from various project management systems and tools to track project performance against key performance indicators (KPIs), budgets, and timelines. Collect, validate, and analyze project data related to schedules, budgets, risks, and resources
Develop and distribute regular project reports, dashboards, and other visualizations to communicate project performance to stakeholders. Identify trends, patterns, and issues through data analysis and recommend corrective actions
Ensure the accuracy, completeness, and consistency of project data across the PMO
Identify opportunities to improve processes based on data analysis and best practices
Collaborate with project teams to improve data collection processes and reporting methods. Assist project managers and teams with data-related tasks, such as creating reports, analyzing data, and troubleshooting issues
Support the implementation of new reports, tools, and processes. Assist in the development and maintenance of project documentation and data standards
Identify and analyze potential risks based on project data and assist in the development of risk mitigation strategies
Effectively communicate data insights and recommendations to stakeholders at various levels of the organization
Responsible for budget management for the scope they are accountable for. Manage internal labor in collaboration with Project Managers against the budget. Solid understanding of accounting rules for expense and capital activities

Qualification

Financial managementData analysisAdvanced ExcelData visualizationProject management toolsCommunication skillsAgile methodologiesWaterfall methodologiesProblem-solving skillsInterpersonal skills

Required

Bachelor's degree in business, Data Analytics, Information Systems, or related field
5+ years of financial management experience. Experience in forecasting, budgeting, and month-end close activities
5+ years of advanced knowledge/experience with MS Excel. Advanced Excel skills, including power-pivots, VLOOKUP, and nesting formulas
5+ years of experience in data analysis, preferably within a PMO or project environment
5+ years of demonstrated experience with data visualization and reporting tools
5+ years of experience communicating with various levels within an organization
3+ years of experience creating presentations in PowerPoint and presenting to executive stakeholders
Must be proficient in Microsoft Office (MS Word, Excel, PowerPoint)
Experience in data analysis tools like Excel, SQL, Tableau, or Power BI

Preferred

Proven experience implementing or improving processes using Excel/data
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Experience with Agile, Waterfall, or hybrid project management methodologies
Familiarity with project management tools like Jira, Microsoft Project, or Trello
Financial analytical skills, including spend curves, burn-rate, and rate-volume analysis

Benefits

Medical, dental, and vision insurance
401k retirement account access
Paid sick leave
Other paid time off as provided by applicable law

Company

CAI is a global services firm with over 9,000 associates worldwide and a yearly revenue of $1.3 billion+.

Funding

Current Stage
Late Stage

Leadership Team

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Tom Salvaggio
President and CEO
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Tony Salvaggio
Founder and CEO
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Company data provided by crunchbase