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Senior Financial Data Analyst
Baker Tilly USCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced expertise in Microsoft Excel and Power Query for data analysis and automation, with strong analytical skills to reconcile large datasets and validate financial models. Proficient in VBA development and familiar with business intelligence tools to enhance reporting processes.
Highest-signal resume keywords
Advanced Microsoft ExcelPower Query (M)VBA DevelopmentSQL and Relational DatabasesFinancial Data Analysis
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Analyze large and complex financial and operational datasets to identify trends, discrepancies, relationships, and data-quality issues
- Compare datasets from multiple systems and identify differences, missing records, duplicates, and reconciliation issues
- Perform complex joins, merges, lookups, aggregations, and data transformations across multiple data sources
- Develop and maintain Power Query solutions for data ingestion, cleansing, transformation, reconciliation, and reporting
- Build and maintain VBA macros and Excel automation to streamline repetitive processes and improve workflow accuracy and efficiency
- Design repeatable, auditable, and scalable analytical processes
- Work with complex Excel workbooks and financial models, understanding formulas, dependencies, assumptions, calculations, and data flows
- Validate data used in financial models and reporting and investigate unexpected results or variances
- Translate business and financial requirements into practical data-analysis and automation solutions
- Partner with business teams to understand reporting requirements, troubleshoot data issues, and improve processes
- Document data transformations, business rules, assumptions, and automated processes
Requirements
What you’ll need- Advanced expertise in Microsoft Excel, including complex formulas, pivot tables, lookups, dynamic data analysis, and large datasets
- Advanced hands-on experience with Power Query (M), including merging and appending queries, conditional transformations, grouping, data cleansing, and combining data from multiple sources
- Strong VBA development and Excel automation skills
- Strong understanding of relational data concepts, including joins, keys, relationships, aggregations, and data transformation
- Demonstrated ability to compare and reconcile large datasets and systematically investigate differences
- Strong analytical and problem-solving skills with exceptional attention to detail
- Experience working with financial or accounting data
- Working knowledge of financial models, including model inputs, assumptions, calculations, outputs, and dependencies
- Ability to independently take an ambiguous data problem, determine the appropriate analytical approach, and produce accurate and understandable results
- Experience with SQL and relational databases
- Experience with Power BI, Power Pivot, DAX, or similar business-intelligence tools
- Familiarity with government-contract financial concepts such as contract funding and indirect rates
- Experience automating manual Finance or operational reporting processes
- Experience integrating Excel with databases, flat files, APIs, SharePoint, or other enterprise data sources
- Experience with cost-plus accounting, including direct and indirect costs, cost allocation, indirect rates, and related financial analysis
- Familiarity with Deltek Costpoint, particularly financial, project accounting, billing, or reporting functionality
- Familiarity with financial statements, forecasting, budgeting, variance analysis, or management reporting
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data TransformationData CleansingComplex FormulasPivot TablesData AggregationRelational Data ConceptsFinancial ModelsData ValidationData ReconciliationAutomation Solutions
Soft Skills
Analytical SkillsProblem-SolvingAttention to Detail
Tools & Technologies
Power BIPower PivotDAXExcel AutomationDeltek Costpoint
Industry Keywords
Financial DataCost-Plus AccountingContract FundingIndirect RatesVariance AnalysisManagement Reporting