Financial Data Analyst
Position Overview
We are seeking a Financial Data Analyst (Entry-Level) to join our audit services team. In this role, you will analyze client spend data to identify policy violations, trends, sourcing opportunities, and off-contract spend.
This is an excellent opportunity for recent graduates or early-career professionals to build strong analytical, audit, and client-facing skills. You will work with large datasets, uncover meaningful insights, and communicate findings that help organizations improve compliance and reduce risk.
You will also play a key role in supporting and testing our internal AI platform, Minerva, helping ensure data quality and performance as we continue to expand our capabilities.
Key Responsibilities
- Analyze large datasets using internal tools to identify trends, risks, and opportunities
- Review financial transactions and supporting documentation for policy compliance
- Deliver findings to clients and respond to questions with clear, professional communication
- Organize and manage client data, reports, and deliverables to ensure accuracy and accessibility
- Identify supplier categories and lines of business within spend data
- Conduct investigative analysis to detect patterns, anomalies, and potential issues
- Perform quality assurance on reports and audit outputs
- Prepare and manage datasets for analysis (including data intake, validation, and processing)
- Maintain client-specific configurations within internal software tools
- Support coordination of customer training sessions and communications
- Assist with uploading, testing, and validating data within our AI platform
- Contribute to improving internal processes and tools through feedback and testing
Skills & Qualifications
- Bachelor’s degree required (Finance, Accounting, Supply Chain, or related field preferred)
- Strong analytical and problem-solving skills
- Working knowledge of Excel (sorting, filtering, basic formulas required; willingness to learn more advanced skills)
- Excellent written and verbal communication skills
- Detail-oriented with a high level of accuracy
- Curious and inquisitive mindset with a desire to investigate and understand data
- Ability to manage multiple projects and meet deadlines
- High integrity and ability to handle confidential information