Financial Data Analyst Lead

3 weeks ago


San Francisco, California, United States Cargomatic Full time

Cargomatic is a logistics and freight transportation company driven by data-backed innovation. We're seeking an experienced financial data analyst to join our Finance team, focusing on building dashboards for key performance metrics.


This role will bridge the gap between data science and financial planning and analysis, transforming complex data into actionable insights. You'll work closely with our FP&A team to develop finance-focused dashboards that align with business objectives.


Key Responsibilities:
  • Dashboard Development & Reporting
    • Design, build, and maintain Tableau dashboards monitoring revenue, costs, and profitability
    • Collaborate with FP&A and finance teams to create dashboards supporting business goals and providing real-time visibility
    • Ensure data integrity and accuracy within dashboards, updating regularly to reflect latest financial data

  • Financial Data Analysis
    • Analyze financial data, identifying trends, anomalies, and opportunities to enhance financial performance
    • Support FP&A efforts by providing insights into revenue streams, cost drivers, and profitability to inform budget planning and forecasting
    • Conduct ad hoc analyses and create reports as requested by leadership to support strategic initiatives

  • Cross-Functional Collaboration
    • Partner with Finance, Operations, and other departments to understand data needs, develop meaningful reports, and drive business outcomes
    • Work with IT and data engineering teams to ensure data availability, quality, and accessibility across finance-focused projects
    • Act as a financial data consultant, offering insights and guidance on data-related questions, particularly those relevant to financial planning and analysis

  • Data Modeling & Predictive Analysis
    • Develop and maintain data models supporting forecasting, variance analysis, and financial planning initiatives
    • Utilize predictive modeling techniques to support scenario analysis, helping FP&A understand potential financial outcomes based on various strategies
    • Drive automation efforts for financial reporting, leveraging data science tools to increase efficiency and accuracy in financial processes



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