Financial Data Analyst

ICD Technologies LLC

Financial Data Analyst at IDOC enhancing data workflows and insights for independent optometrists. Collaborating with departments to optimize processes and drive performance.

Posted 5/12/2026full-timeRemote • Connecticut • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

OracleSQLTableau

About the role

Key responsibilities & impact

Perform monthly refreshes for recurring dashboards/reports that include the latest data and information.
Support quarterly vendor data uploads into internal database for Finance, ensuring accuracy and timeliness.
Create follow-up reporting and building ‘next action’ process.
Collaborate with the various IDOC departments to enhance workflow strategies and communicate changes to any processes.
Identify opportunities to utilize data-driven insights to optimize business performance and strategic initiatives.
Continuously monitor data inputs from various data sources (Microsoft SQL, Vendors, Datarails etc.) and highlight/correct any inaccuracies.
Maintain performance and health of data used across multiple communication channels.
Identify quality assurance opportunities and develop corresponding documentation/processes to ensure operational excellence.
Support various ad hoc reporting requests: Gathering requirements, collecting appropriate data, building appropriate output, deriving insights, iterating with key stakeholders
Support the organization on higher level projects/initiatives, providing expertise and bringing analytical support as needed.

Requirements

What you’ll need

0-2 years working with data
Bachelor's degree required (Data Analysts, Accounting, Finance preferred)
Proficient in Microsoft suite of products to include Outlook, Excel
Analytics tools like Google Analytics, Tableau is preferred
Datarails, Adaptive, Oracle Hyperion knowledge is a plus
Microsoft SQL knowledge is a plus
Financial Analysis experience is a plus
Ability to work independently
Cross-functional thinker, able to collaborate with teams
Must have excellent written and verbal communication skills
Excellent time management skills
Strong decision-making ability
Excellent attention to detail.
Well organized, able to work in a fast-paced and dynamic environment

Benefits

Comp & perks

Continuing education opportunities
Member-exclusive vendor discounts and rebates
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisfinancial analysisdata quality assurancereportingdata-driven insightsdata monitoringdata documentationdata optimizationanalytics

Soft Skills

independencecollaborationwritten communicationverbal communicationtime managementdecision-makingattention to detailorganizationcross-functional thinking

Certifications

Bachelor's degree