Blake Willson Group, LLC

Financial Data Analyst

Blake Willson Group, LLC

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $60,000 - $70,000 per year

Job Level

JuniorMid-Level

About the role

  • Collect, clean, validate, and analyze large datasets across financial and operational systems to support metrics, dashboards, and decision-making.
  • Develop and maintain data visualizations, dashboards, and automated reports using tools such as Power BI and Excel.
  • Perform data reconciliation and quality assurance checks to ensure accurate uploads, system integrations, and end-to-end data integrity.
  • Conduct data and financial system research to resolve discrepancies, interpret trends, and troubleshoot unknown or errored invoice accounts.
  • Support ongoing improvements to data pipelines, reporting templates, and analytical workflows.
  • Present data insights, performance trends, and operational metrics to stakeholders in a clear and structured format.
  • Maintain invoicing records, funding documentation, and contract tracking measures while leveraging analytics to identify anomalies or risks.
  • Perform internal and agency audits on contract usage and funding to ensure accuracy and compliance.
  • Collaborate with technical teams on Power Platform solutions, including Power Apps, Power Automate, and data-driven process enhancements.
  • Assist with funding modifications, financial research, accounts payable/receivable inquiries, and reconciliations as needed.
  • Support new team member training by demonstrating analytical tools, reporting procedures, and data validation techniques.
  • Identify process improvement opportunities and partner with team leaders to test, refine, and implement efficiencies that increase data quality and reduce manual work.
  • Contribute to process automation initiatives, particularly those focused on data transformation, workflow optimization, and error reduction.

Requirements

  • Bachelor’s Degree in Accounting, Finance, Business, Data Analytics, Information Systems, or a related field.
  • 2 years of experience performing data analysis or financial analysis with demonstrated ability to interpret, validate, and report on complex datasets.
  • 2 years of experience working directly with Microsoft Office tools, including Excel (pivot tables, lookups, data modeling).
Benefits
  • major medical benefits such as dental and vision coverage
  • a 401(k)-contribution plan
  • holiday and personal time off
  • professional development training & certification benefits
  • health & wellness subsidies
  • paid time off for community service

Applicant Tracking System Keywords

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

Hard skills
data analysisdata validationdata reconciliationdata visualizationfinancial analysisdata quality assuranceprocess automationdata transformationworkflow optimizationmetrics reporting
Soft skills
communicationcollaborationproblem-solvinganalytical thinkingattention to detailtrainingprocess improvementstakeholder engagementorganizational skillscritical thinking