Finance Data Analyst

Summary

Join Docplanner Group's Financial Reporting team as a key player in enhancing financial reporting and bridging the gap between finance and BI. You will support business decision-making through data-driven reports and analyses, collaborating with various departments. Responsibilities include tracking key financial metrics, developing financial dashboards, providing performance insights, ensuring data accuracy, and automating tasks. The ideal candidate possesses a Bachelor's degree in a related field, strong SQL skills, and experience with statistical modeling and stakeholder partnerships. Bonus points for a Master's degree, ERP system knowledge, and accounting/financial reporting experience. Docplanner offers global benefits like healthcare, wellness programs, and time off, along with local perks and career growth opportunities.

Requirements

• Bachelor's degree in Economics, Statistics, Econometrics or a related field
• Demonstrable experience in using SQL to derive actionable insights, either in commercial or academic setting (must have)
• Knowledge of Python/R and desire to expand your knowledge
• Experience with statistical modeling and descriptive statistics
• Experience in partnership with internal stakeholders
• Experience in leading and executing end to end BI projects
• Strong written and oral communication skills in English; proficiency in other languages such as German, Spanish, and Italian is a plus
• Ability to gather, organize, analyze, and report large volumes of financial data with speed and accuracy
• Strong attention to detail with the ability to provide high-quality work efficiently
• Strong analytical and problem-solving skills
• Ability to adapt and work in a quickly changing environment, managing competing demands

Responsibilities

• Track key financial metrics and KPIs, ensuring they align with organizational goals
• Develop and maintain comprehensive financial dashboards using advanced BI tools
• Provide detailed insights into financial performance, trends, and variances
• Provide insights for long-term strategic decisions
• Ensure accurate and timely collection of financial data from systems like Oracle NetSuite
• Integrate data from multiple sources for a unified financial view
• Analyze profitability and cost efficiency to identify improvement areas
• Support audits and for regulatory documentation
• Automate repetitive financial tasks to improve efficiency
• Implement process improvements to reduce manual efforts and errors
• Utilize BI tools like Tableau for dynamic, interactive reports and dashboards
• Enhance report quality and accessibility beyond traditional spreadsheets

Preferred Qualifications

• Master's degree in Economics, Statistics, Econometrics or a related field
• Able to take a step back from the technicalities and examine them through a business lens
• Open to cooperating with a lot of people from many teams in different countries
• Like to see the instant effects of your work
• Knowledge of ERP finance applications (Oracle, Oracle - NetSuite, SAP)
• Relevant experience in accounting and financial reporting

Benefits

• Healthcare insurance
• Wellness that works for you – from gym memberships to mental health support, we’ve got you covered
• Time off that counts – whether it’s a vacation, your birthday, or just a day to recharge, we believe in balance
• ESOP (Employee Share Ownership Plan) after 6 months with us—because we believe in sharing our success!
• Local Perks – Depending on your location, you will be entitled to local benefits like meal vouchers (ticket restaurant), transport allowances, or extended parental leave
• Career Growth – We’re growing, and so can you! You’ll find lots of chances to learn, develop, and explore new paths—whether within your team or through cross-functional projects
• A Truly Global Team – Work with talented people from all over the world in a diverse and inclusive environment
• Flexibility That Works for You – Remote work and flexible hours aren’t just buzzwords here. While the extent of flexibility depends on your role and team, we value results over rigid schedules. Prefer an office setting? You're welcome at any of our hubs in Barcelona, Warsaw, Curitiba, Rio de Janeiro, Mexico City, Bogotá, Munich, Rome or Bologna