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Job Description

Overview

A major client of Insight Global is seeking a highly analytical and detail-oriented Senior Financial Data Analyst to join their Field Finance team supporting over 800 stores nationwide. This role plays a critical part in driving operational performance through labor planning, KPI management, and financial modeling. You’ll work closely with field and home office leaders to assess the financial impact of business initiatives and provide actionable insights that improve productivity and staffing decisions.

Key Responsibilities

Conduct in-depth financial and operational analyses to support business performance improvement.

Serve as a Subject Matter Expert (SME) in labor planning, KPI management, and operational forecasting.

Develop and maintain complex financial models to support investment decisions and staffing strategies.

Create monthly KPI scorecards and monitor trends, risks, and outliers across field operations.

Provide data-driven recommendations on staffing levels, job duration by type, and productivity goals.

Reconcile and analyze large datasets from multiple systems; export/import data into Excel for modeling.

Support the annual budgeting process, incorporating sales, margin, and expense projections.

Present findings and insights to senior leadership across various departments.

Mentor and guide junior analysts within the team.

Collaborate with cross-functional teams to understand business needs and improve reporting accuracy.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.

4–6 years of experience in financial analysis or data analysis

Strong background in budgeting, forecasting, and operational analysis.

Advanced Excel skills including Nested formulas, xLOOKUP, Power Query, etc.

Strong analytical skills with a curious mindset and ability to ask the right questions.

Excellent communication and interpersonal skills.

Experience working for a retail organization or similar organization with hundreds of stores Ability to quickly learn business operations and adapt to a fast-paced environment.

Comfort working with assumptions and imperfect data.

Experience in labor modeling and productivity forecasting.

Strong storytelling ability using data to influence decisions.

Familiarity with BI tools such as Tableau; experience with Snowflake is a plus.