Job Title: Financial Analyst / Data Analyst Position Type: Full-Time, Remote
Working Hours: U.S. client business hours (with flexibility for reporting deadlines, month-end cycles, and strategic projects)
About the Role Our client is seeking a Financial Analyst / Data Analyst to build financial models, analyze operational and financial performance, and deliver data-driven insights that support strategic decision-making.
This role combines financial analysis with modern data analytics, requiring strong quantitative skills, business acumen, and proficiency with reporting and BI tools. The Financial Analyst / Data Analyst serves as the bridge between raw data and executive strategy — ensuring reporting is accurate, actionable, and aligned with business goals.
The idóneo candidate is analytical, detail-oriented, and capable of transforming complex datasets into clear recommendations for leadership and cross-functional teams.
Responsibilities Financial Modeling & Strategic Analysis Build and maintain 3-statement financial models including P&L;, balance sheet, and cash flow projections
Create scenario, sensitivity, break-even, ROI, IRR, and valuation analyses to evaluate risks and opportunities
Support forecasting, budgeting, and long-range planning initiatives
Analyze financial performance and identify trends impacting profitability, growth, and operational efficiency
Data Analysis & Reporting Query SQL databases and work with large structured datasets
Clean, transform, and validate data using Excel, Python, R, or related tools
Conduct variance analysis comparing actual performance against budgets and forecasts
Develop recurring and ad hoc reports for finance, operations, and leadership teams
Dashboard Development & Business Intelligence Build and maintain KPI dashboards using Tableau, Power BI, Looker, or similar BI tools
Ensure reporting consistency, data integrity, and standardized metric definitions across departments
Create executive-ready visualizations and reporting packages for leadership and board presentations
Improve visibility into operational and financial performance through automated reporting systems
Forecasting, Planning & Business Support Partner with FP&A;, finance, sales,



and operations teams to refine forecasts and budgets
Incorporate real-time business trends into rolling forecasts and scenario planning
Support strategic initiatives through financial and operational analysis
Translate business needs into measurable KPIs and analytical frameworks
Data Governance & Accuracy Validate and reconcile data sources to ensure accuracy and reliability
Document methodologies, assumptions, and reporting processes for transparency and repeatability
Identify opportunities to improve reporting efficiency, automation, and data quality
Maintain organized, audit-ready documentation and analysis workflows
Cross-Functional Collaboration Work closely with leadership and stakeholders across finance, operations, sales, and strategy teams
Present findings and recommendations clearly to both technical and non-technical audiences
Support decision-making with concise, actionable insights backed by data and financial analysis
What Makes You a Perfect Fit Strong analytical thinker capable of turning complex data into simple, actionable insights
Highly detail-oriented with strong standards for accuracy and consistency
Excellent communicator comfortable presenting to executives and stakeholders
Curious and proactive in identifying trends, opportunities, and operational risks
Strong balance of technical analysis and business understanding
Required Experience & Skills 2+ years of experience in financial analysis, FP&A;, business intelligence, or data analytics
Advanced Excel or Google Sheets skills including pivot tables, INDEX/MATCH, lookup formulas, and modeling
Strong SQL skills for querying and analyzing datasets
Experience preparing variance analyses, forecasting models, and management reports
Ability to work with large datasets and synthesize findings clearly




Preferred Experience & Skills Experience using Python or R for advanced analytics and data transformation
Familiarity with BI tools such as Tableau, Power BI, or Looker
Industry experience in SaaS, finance, healthcare, or professional services
Experience extracting data from ERP systems such as NetSuite, SAP, or Oracle
Knowledge of financial planning, budgeting, and operational KPI frameworks
Exposure to automation or advanced reporting workflows
What Does a Typical Day Look Like? A Financial Analyst / Data Analyst’s day revolves around transforming financial and operational data into meaningful business insights. You will:
Pull, clean, and validate data from SQL databases, ERP systems, or reporting platforms
Update financial models and run scenario analyses based on the latest business performance
Prepare variance analyses explaining deviations from forecast or budget
Build and maintain dashboards that provide leadership with real-time visibility into KPIs
Collaborate with stakeholders to interpret data and support strategic decisions
Document assumptions, methodologies, and reporting logic to ensure consistency and transparency
In essence: you ensure leadership always has accurate, timely, and actionable insights to guide business decisions and long-term strategy.
Key Metrics for Success (KPIs) Forecast and model accuracy within agreed variance thresholds
Timely delivery of monthly, quarterly, and ad hoc reporting
Reliability and usability of dashboards and reporting tools
Improved data quality and reporting consistency
Actionable insights that support strategic and operational decisions
Positive stakeholder feedback on reporting clarity and analytical support
Interview Process Initial Phone Screen
Video Interview with Pavago Recruiter
Practical Assessment (e.g., financial model, dashboard creation, or analytical case study)
Client Interview with Finance / Operations Leadership
Offer & Background Verification
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📌 Financial & Data Analyst (Santiago Mexquititlán Barrio 1ro.)
🏢 Pavago
📍 Santiago Mexquititlán Barrio 1ro.