[Remote] Financial Data Analyst

Note: The job is a remote job and is open to candidates in USA. Bamboo Insurance is seeking a Financial Data Analyst to support their Financial Planning & Analysis and Internal Audit functions. This role involves transforming data into actionable insights to drive financial decision-making and improve operational visibility within the organization.

Responsibilities

• Builds and maintains financial reporting and non-financial (Business KPI) reporting, and data sets for FP&A and Internal Audit teams
• Queries and transforms data from the data warehouse and operational systems using SQL and BI tools to support financial analysis and audit requests
• Partners with FP&A to support budgeting, forecasting, and variance analysis with reliable, well-structured data models and reports
• Supports Internal Audit by providing data extracts, performing control-testing analytics, and preparing exception reporting to identify anomalies
• Performs other related ad-hoc duties as assigned

Skills

• Detail oriented with strong analytical and problem-solving skills
• Working knowledge of financial statements, familiarity with FP&A processes (budgeting, forecasting, variance analysis) and/or internal audit concepts (control testing, risk assessment)
• Advanced-Intermediate Microsoft Excel skills
• Experience in report building tools (e.g., Tableau, Pyramid, PowerBI)
• Excellent interpersonal, written, and verbal communication skills
• Ability to establish rapport, credibility, trust, and positive relationships with all departments
• Proficient in effectively planning and prioritizing work activities
• Intermediate SQL skills with ability to write queries, joins, and aggregations to extract and manipulate data from relational databases
• Ability to manage multiple tasks/projects at one time and prioritize appropriately
• Bachelor's degree in related field or equivalent experience
• 2+ years' experience in an analyst (or related) role
• 1+ years' experience in property and casualty insurance
• Hands-on experience with Tableau, Pyramid, PowerBI or similar BI tools for dashboard creation and self-service reporting
• Advanced SQL skills and/or knowledge with Python or R for data analysis and automation
• Experience in Guidewire or other modern policy administration systems
• Experience working with different technology platforms, especially general ledger system, Process One, Tipalti
• Exposure to internal audit methodologies, SOX compliance, or data governance frameworks
• Understanding of insurance products, policies, and services

Company Overview

Company H1B Sponsorship