Financial Data and Reporting Analyst

NextTA • New York, NY

1d

About The Position

As a Financial Data and Reporting Analyst, you will leverage your analytical expertise and technical skills to manage, reconcile, and interpret data across diverse systems, products, and customer accounts. This role demands a sharp eye for detail, proficiency in SQL and Excel, and a passion for uncovering the narrative behind the numbers.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Analytics, Data Science, or related field
• 7 years of relevant experience
• Required: Intermediate proficiency in SQL and Excel
• Ability to thrive in a fast-paced, dynamic environment with competing priorities
• Strong attention to detail, curiosity, accountability, and a solid work ethic
• Proven ability to manage multiple projects and meet tight deadlines

Nice To Haves

• Experience with Power BI and Tableau preferred
• Background in Cost Accounting is a plus

Responsibilities

• Support cost management initiatives and special projects
• Assist in complex financial audits and reconciliations
• Monitor, analyze, and report on cost-related data across platforms
• Use SQL (Intermediate level required) to build custom datasets from multiple sources
• Manage and analyze both structured and unstructured data
• Extract and synthesize data from large datasets and data lakes for advanced analysis
• Maintain and update Phoenix reports (tracking, fallouts, resolutions)
• Oversee disputes/claims reporting (submissions, status updates, closures, credits)
• Maintain daily collections reports, including legal placements and reconciliations
• Create and update retail reserve reports with detailed summaries
• Contribute to the development and documentation of cost accounting workflows and procedures
• Serve as Phoenix system administrator and assist IT with system audits
• Provide ad hoc financial and operational analysis to support strategic decisions
• Track spend commitments and performance metrics
• Conduct billing reconciliation projects (e.g., identifying mismatches between billing and cost data)

What This Job Offers

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