Financial Analyst

SB & COMPANY LLC • Owings Mills, MD

1d • $60,000 - $80,000 • Onsite

About The Position

We are seeking a detail-oriented Financial Analyst & Data Reporting Specialist who excels in data organization, Excel analysis, and the creation of meaningful management insights and dashboards. This role is ideal for a candidate who enjoys transforming raw information into clear, actionable reporting that supports decision-making. This position plays a key role in preparing accurate datasets, maintaining reporting dashboards, and equipping leadership with well-structured information.

Requirements

• Bachelor's degree in data analytics or related field
• Minimum of 1 year of experience in Business Analytics or a related field
• Experience in financial data analysis and business financial performance
• Strong writing, communication, presentation skills, and the ability to influence and convince others.
• Must be self-motivated, possess excellent communication and organization skills and interact effectively with all levels within the organization
• Strong proficiency in Excel (pivot tables, lookups, formulas, basic modeling, charts).
• High attention to detail and accuracy.
• Ability to translate data into clear summaries, visuals, and insights.
• Strong organization and administrative coordination skills.
• Ability to work independently and handle multiple priorities.

Nice To Haves

• Experience and certification in Tableau, Power BI, or other dashboard/reporting tools preferred.

Responsibilities

• Gather, manage, clean, and organize operational and financial data from multiple sources to maintain key performance, reporting, and performance monitoring to support business needs.
• Build and maintain Excel and Tableau-based reports, trackers, and scorecards to provide visibility into key metrics.
• Prepare and format data for leadership presentations and internal reporting decks.
• Develop dashboards and visualizations using tools such as Tableau, Power BI, or similar platforms.
• Identify data gaps, inconsistencies, and process improvement opportunities.
• Partner with leadership to define and refine reporting needs and support data-driven decision making.
• Support administrative tasks related to reporting, systems updates, and document management.
• Understand financial performance measures, dashboards, key performance measures, and business performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level