Achieve

Senior Financial Data Analyst

Achieve

full-time

Posted on:

Location Type: Remote

Location: Remote • Arizona • 🇺🇸 United States

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Salary

💰 $90,000 - $100,000 per year

Job Level

Senior

Tech Stack

ERPOracleSQLTableau

About the role

  • Conduct large scale analyses which include the following stages: understand business goals and strategies, formulate the analytic approach, perform data extraction / exploration / transformation, and translate results into data-driven recommendation for the business team.
  • Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes.
  • Develop data visualizations that make complex data accessible to non-technical team members.
  • Ensure reporting accuracy and performance through validation, documentation of critical metrics and logic, and enablement of self-service tools.
  • Collaborate within Finance and cross-functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflows—including manual steps and pain points—and develop clear resolution roadmaps.
  • Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur, etc) to ensure reliable data foundations.
  • Responsible for driving priority, collaborating and coordinating with BU/Product BI / Automation teams to align on data model, reporting requirements and execution.

Requirements

  • Bachelor’s degree in Finance, Business, Information Systems, or related field (or equivalent experience).
  • Master's degree is a plus.
  • 5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau.
  • Advanced proficiency with data analysis tools such as SQL, Excel, and data visualization tools (e.g., Tableau, Power BI).
  • Experience with Finance and Accounting process automation and platforms (e.g. ERP)
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation skills.
  • Detail-oriented and highly organized.
Benefits
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisdata extractiondata transformationdata visualizationSQLExcelPower BITableaureporting accuracyprocess automation
Soft skills
analytical skillsproblem-solving skillscommunication skillspresentation skillsdetail-orientedorganizational skills