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Assistant Financial Data Analyst Jobs in Ohio (NOW HIRING)

centralins

Data Analyst

Van Wert, OH · Hybrid

In this role, you will partner closely across IT, Finance, Actuarial, and Analytics teams to ensure data accuracy, integrity, and reliability while helping the organization meet critical reporting ...

Communicarehealth

Senior Data Analyst

Blue Ash, OH

$82K - $104K/yr

Senior Data Analyst Company : New Vista Behavioral Health (corporate) Hours: Full Time, M-F ... Support mid-month forecasting and assist with month-end close and financial reporting * Prepare ...

centralins

Data Analyst

Dublin, OH · Hybrid

In this role, you will partner closely across IT, Finance, Actuarial, and Analytics teams to ensure data accuracy, integrity, and reliability while helping the organization meet critical reporting ...

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Assistant Financial Data Analyst information

What are the key skills and qualifications needed to thrive as an Assistant Financial Data Analyst, and why are they important?

To thrive as an Assistant Financial Data Analyst, you need a solid grounding in finance, statistics, and data analysis, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with tools like Microsoft Excel, SQL, and financial analysis software, as well as certifications such as CFA Level I or related credentials, is highly advantageous. Strong attention to detail, effective communication, and problem-solving abilities help you excel in interpreting data and presenting insights. These skills and qualities are crucial for ensuring accurate financial reporting and supporting sound business decision-making.

What are some typical challenges that Assistant Financial Data Analysts face in their day-to-day work?

Assistant Financial Data Analysts often encounter challenges such as managing large datasets with tight deadlines, ensuring data accuracy, and adapting to evolving financial software tools. They frequently collaborate with senior analysts and cross-functional teams, which requires strong communication skills to clearly present findings and insights. Staying organized and detail-oriented is crucial, as even small errors in data analysis can impact important financial decisions.

What is the difference between Assistant Financial Data Analyst vs Financial Data Analyst?

AspectAssistant Financial Data AnalystFinancial Data Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's or master's degree; certifications like CFA or CPA advantageous
Work EnvironmentSupportive team, entry-level position, collaborativeMore independent, analytical focus, project-driven
Employer & Industry UsageFinancial firms, banks, corporate finance departmentsSame as assistant role, often with more responsibility
Common Search & Comparison IntentYesYes

The Assistant Financial Data Analyst typically supports senior analysts with data collection and basic analysis, requiring less experience. The Financial Data Analyst handles more complex data analysis, interpretation, and reporting, often with greater responsibility. Both roles are common in finance and corporate sectors, with the assistant position serving as an entry point for career growth into financial analysis.

What does an Assistant Financial Data Analyst do?

An Assistant Financial Data Analyst supports senior analysts and finance teams by gathering, organizing, and analyzing financial data. They help prepare reports, identify trends, and provide insights that assist in decision-making for budgeting, forecasting, and strategic planning. Their role often involves working with spreadsheets, databases, and financial software to ensure data accuracy. They may also contribute to the development of financial models and assist in maintaining compliance with financial regulations.
What are the most commonly searched types of Financial Data Analyst jobs in Ohio? The most popular types of Financial Data Analyst jobs in Ohio are:
What cities in Ohio are hiring for Assistant Financial Data Analyst jobs? Cities in Ohio with the most Assistant Financial Data Analyst job openings:
Assistant Financial Data Analyst jobs near you
Financial Data Analyst

Financial Data Analyst

United Dairy Farmers

Norwood, OH

Full-time

Posted yesterday

United Dairy Farmers rating

5.2

Company rating: 5.2 out of 10

Based on 70 frontline employees who took The Breakroom Quiz

27th of 48 rated convenience stores

Job description

The Financial Data Analyst is responsible for providing financial planning, analysis, and decision support to drive performance across the organization. This role partners closely with the Retail Controller and cross-functional stakeholders to deliver accurate forecasting, insightful variance analysis, and value-added business recommendations. The Analyst plays a key role in optimizing financial and analytical processes, enhancing data integrity, and translating complex financial information into clear, actionable insights for leadership.

Financial Planning & Analysis

  • Prepare and analyze daily, monthly, quarterly, and annual financial reports, forecasts, and performance dashboards.
  • Perform detailed variance analysis of actual results versus budget, forecast, and prior periods; investigate and document unusual items.
  • Develop trend analyses and quantitative models to identify performance drivers, risks, and opportunities.
  • Support budgeting and forecasting processes, including scenario and sensitivity analyses to inform strategic decision-making.

Business Partnership & Decision Support

  • Partner closely with operational teams to support financial reporting and business performance analysis.
  • Provide value-added insights and recommendations to improve profitability, efficiency, and business outcomes.
  • Assist in preparing management presentations, discussion materials, and executive-ready reporting that highlights key issues and opportunities.
  • Establish and maintain strong working relationships with internal stakeholders and other key business partners.

Reporting, Data Integrity & Process Optimization

  • Own and maintain key financial models, reports, and schedules; update and enhance them as business needs evolve.
  • Document, evaluate, and improve reporting and analytical processes to ensure accuracy, consistency, and scalability.
  • Work to optimize financial and analytical workflows with a strong focus on data integrity, controls, and automation.
  • Create and publish visual metrics and dashboards to clearly communicate business performance and trends.

Special Projects & Analytics

  • Support special projects, and ad hoc analyses, including initiatives related to strategic investments.
  • Participate in and lead small projects related to financial analysis, reporting enhancements, and process improvement.
  • Assist with the development and monitoring of key operating and financial metrics in collaboration with the Retail Controller.

Required

  • Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent experience.
  • 1–3 years of experience in financial analysis, FP&A, retail finance, or a related analytical role.
  • Strong understanding of accounting principles, financial statements, and analytical methodologies.
  • Advanced proficiency in Microsoft Excel and Microsoft Office (Word, PowerPoint); experience with financial reporting or BI tools strongly preferred.
  • Strong analytical and organizational skills with high attention to detail

Preferred

  • CPA, MBA, or other advanced degree
  • Experience in retail, multiunit, or operationally complex environments
  • Experience with process improvement methodologies (e.g. Six Sigma, project management, etc)

Competencies

  • Strong analytical and problem-solving skills with a results-oriented mindset.
  • Ability to translate complex financial data into clear, actionable business insights.
  • Effective written and verbal communication skills across financial and non-financial audiences.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  •  Collaborative, proactive, and adaptable, with the ability to work independently and as part of a team

What United Dairy Farmers employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About United Dairy Farmers

Sourced by ZipRecruiter

United Dairy Farmers (UDF) is a renowned name in the convenience store industry based in Cincinnati, Ohio, US. Founded in 1940, UDF spearheaded the concept of the “convenience store” by introducing an array of products beyond dairy staples. While the company's cornerstone product is its homemade ice cream, UDF also provides a variety of offerings like coffee, donuts, milk, and gasoline. Preserving family values at its core, UDF strives to provide friendly, personal service often missing from modern, impersonal businesses. The company’s mission is to make their every customer’s day a little easier and a lot nicer, asserting their forward-thinking vision while cherishing their well-rooted heritage.

Industry

Retail

Company size

1,001 - 5,000 Employees

Headquarters location

Cincinnati, OH, US

Year founded

1940

Social media

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