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About the Role
The Financial Data Analyst will partner closely with the FP&A team and business leaders to support financial planning, forecasting, and performance management. This role serves as a key link between financial analysis, business insights, and enterprise data systems, requiring technical expertise in database design and monitoring, proficiency with database tools and dashboards, and business analysis capabilities to ensure accurate, scalable, and actionable financial insights. You will help design, maintain, and enhance financial reporting systems and data models to ensure data integrity and usability across the organization.
Responsibilities
- Partner with business leaders to understand operational drivers, evolving business needs, and data requirements.
- Ensure financial reporting systems and underlying source data are accurate, reconciled, and well-documented.
- Prepare and deliver management reporting on revenue, expenses, and key performance indicators, including clear variance analysis and business commentary.
- Support and maintain key metrics used for Board reporting, investor materials, earnings calls, audits, and other executive presentations.
- Provide ad hoc financial, operational, and data analysis to support strategic initiatives and special projects.
- Contribute to continuous improvement of financial planning, reporting, and business intelligence processes.
- Collaborate with Finance, IT, and business stakeholders to improve data structures, reporting processes, and automation.
- Analyze actual results versus budget and forecast, identify root causes of variances, and review findings with management.
- Support the annual budget process and monthly forecast updates, incorporating business and operational changes into financial models.
- Develop, maintain, and enhance financial and operational dashboards, reports, and data models using SQL, Tableau, and Excel.
Requirements
- Bachelor’s degree in finance, Accounting, Business Analytics, Computer Information Systems, or a related field.
- Strong database and business intelligence experience, including advanced SQL and Tableau (or similar BI tools).
- Experience working with ERP and CRM systems (NetSuite, Salesforce, or similar) is a plus.
- High level of accuracy and attention to detail, with the ability to meet critical deadlines in a fast-paced environment.
- Proactive, curious, and analytical, with the ability to question assumptions, validate data outputs, and identify opportunities for improvement.
- Team-oriented, adaptable, and comfortable working across finance, business, and technical stakeholders.
- Strong communication, organizational, and interpersonal skills with a collaborative, business-partnering mindset.
- Demonstrated ability to translate complex data into clear, actionable business insights.
- Advanced Excel skills, including financial modeling, data analysis, and data validation; strong PowerPoint skills for executive-level presentations.
- 3+ years of experience in financial analysis, business analysis, or a hybrid finance/data role.
Skills
- SQL
- Tableau
- Excel
- Financial Modeling
- Data Analysis
- Data Validation
- PowerPoint
Location
- Austin, TX
Work Type
- Hybrid
Experience Level
- 3+ years
Education Level
- Bachelor’s degree
Salary/Compensations
- $85,000-$95,000
Benefits
- Medical, Dental, Vision, HSA, FSA - All effective on day 1!
- Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
- 401K Program with 3% safe harbor contribution
- Employee Stock Purchase Program
- Fitness Reimbursement Program
- Self-Managed PTO
About the Company
- Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality.
- We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth.
- Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape.
- Asure’s HCM offering includes Payroll & Tax, software and HR Services ranging from online compliance tools to a fully outsourced HR department.
- To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us.
- Helping customers grow by getting the most from their human capital.
- Helping our employees grow personally and professionally.
- Growing relationships in our communities that inspire goodness.
- Grow shareholder value
- Be the most trusted Human Capital Management resource to entrepreneurs everywhere.
- Embrace Change
- Lead with Integrity
- Own the Outcome
- Deliver Awesome
- Be a Good Human
Equal Opportunity
- We are an equal opportunity employer.
- All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time.
- Criminal background checks conducted at employment offer.