Financial Data Analyst

iDoc

Financial Data Analyst enhancing data processes and analytics to support IDOC's mission for optometry practices. Collaborating with departments to find insights and optimize business performance.

Posted 7/30/2026full-timeRemote • Connecticut • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Proficient in data analysis and reporting, with strong capabilities in Microsoft SQL and analytics tools such as Google Analytics and Tableau. Demonstrates excellent communication, time management, and attention to detail while collaborating across departments to enhance workflow and optimize business performance.

Highest-signal resume keywords

Data AnalysisMicrosoft SQLGoogle AnalyticsTableauFinancial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisFinancial AnalysisData Quality AssuranceReportingData Management

Soft Skills

Excellent CommunicationTime ManagementDecision-MakingAttention to DetailCollaboration

Tools & Technologies

Microsoft ExcelMicrosoft OutlookDatarailsAdaptiveOracle Hyperion

Industry Keywords

Data-Driven InsightsOperational ExcellenceCross-Functional CollaborationWorkflow StrategiesAd Hoc Reporting

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

National, regional, and local peer networking events
Continuing education opportunities
Member-exclusive vendor discounts and rebates