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Financial Data Analyst

Chicago, IL (Southwest)💼 Full-time🗓 2026-07-10 → 2026-07-31

Core

Creating and analyzing profit and loss statements, forecasting, trend analysis, and designing dashboards to empower branches with financial insights.

Role type

Financial Data Analyst

Builds

Branch financial reports, forecasting models, and analytical dashboards

Domain

Construction equipment financing / Corporate Finance

Deliverable

dashboards & analysis

Required skills

Advanced SQL, Corporate finance exposure, Financial statement analysis, Expert-level Microsoft Excel, Expert-level Microsoft PowerPoint, Data extraction and insight generation

Preferred skills

Python, R, SAS, SPSS

Responsibilities

Create and analyze profit and loss statements for branches, Partner with operations to facilitate deeper understanding of earnings, Analyze monthly branch financials to identify challenges and opportunities, Develop new processes with financial data including forecasting and trend analysis, Design new dashboards to empower branches with improved financial insights

Seniority

Mid-level, hands-on IC

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