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Data Analyst Finance Jobs in California (NOW HIRING)

Finance Data & Transformation Analyst REPORTING TO: Finance Manager, IH&S LOCATION: Remote Who is IDEX Health & Science (IH&S)? As a business unit of IDEX Corporation, IH&S has a long history of ...

Data Analyst

Los Angeles, CA · On-site

$72K - $86K/yr

From financial reporting and systems testing to technology implementation and data integrity, this ... Analyze and interpret data to support informed decision-making within Finance & Operations and ...

Financial Data Analyst

Arcadia, CA · Hybrid

$35.50 - $38.50/hr

Financial Data Analyst Pay Range: $35.50 to $38.50 hourly FLSA Classification: Non-exempt This is a ... Working collaboratively with teams across Finance, Lending, Marketing, Operations, Digital Banking ...

Data Analyst

Los Angeles, CA · On-site

$85K - $105K/yr

Finance Reports to: VP of Finance Location: Van Nuys, CA Position Purpose: We are seeking a highly analytical and detail-oriented Data Analyst to support data-driven decision-making across the ...

Data Analyst Position Summary We have a need for Data Analyst with experience in data analytics and ... s operations, finance, and CRM salesforce) to gather, analyze and share qualitative and ...

Data Analyst

Los Angeles, CA · On-site

$60K - $104K/yr

Data Analyst II (Business Systems Analyst II) is responsible for designing, developing, and ... Commercial banking or financial services experience. * Experience working with business ...

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Data Analyst Finance information

What does a data analyst in finance do?

A Data Analyst in Finance collects, processes, and analyzes financial data to help organizations make informed business decisions. They work with large datasets to identify trends, forecast financial outcomes, and create reports or dashboards for stakeholders. Their responsibilities often include cleaning data, performing statistical analysis, and visualizing results to support budgeting, investment strategies, and risk management. They play a key role in ensuring financial data accuracy and providing actionable insights that drive company performance.

What are the key skills and qualifications needed to thrive as a data analyst in finance?

To thrive as a Data Analyst in Finance, you need strong analytical skills, a solid understanding of financial concepts, and proficiency in data interpretation, typically supported by a degree in finance, statistics, or a related field. Familiarity with tools such as Excel, SQL, and data visualization software like Tableau or Power BI, as well as knowledge of financial modeling and relevant certifications (e.g., CFA, FRM), is highly valuable. Attention to detail, problem-solving, and effective communication are essential soft skills for translating complex data into actionable insights for stakeholders. These abilities ensure accurate financial analysis, support strategic decision-making, and enhance organizational performance in a data-driven financial environment.

How does a data analyst in finance typically collaborate with other departments within an organization?

A Data Analyst in Finance often works closely with teams such as accounting, operations, and business strategy to gather relevant data and provide insights that influence key financial decisions. Collaboration may include participating in cross-functional meetings to understand data needs, sharing financial reports with stakeholders, and supporting budgeting or forecasting processes. Effective communication is essential, as data analysts must translate complex data findings into actionable recommendations for both technical and non-technical colleagues. This collaborative environment helps ensure that financial strategies are data-driven and aligned with organizational goals.

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

AspectData Analyst FinanceFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related; proficiency in Excel, SQL, data visualization toolsBachelor's in Finance, Economics, or related; often CFA or CPA certifications
Work EnvironmentFinancial institutions, corporate finance departments, investment firmsBanking, investment firms, corporate finance, consulting
Primary FocusAnalyzing financial data, creating reports, supporting decision-makingForecasting, valuation, investment analysis, financial planning

While both roles analyze financial data, Data Analyst Finance primarily focuses on data collection, visualization, and supporting operational decisions. Financial Analysts often engage in forecasting, valuation, and investment strategies. The roles overlap in skills and industry settings but differ in scope and specific responsibilities.

Can a data analyst work in finance?

Yes, a data analyst can work in finance by analyzing financial data, creating reports, and supporting decision-making processes. Skills in Excel, SQL, and data visualization tools are commonly used in finance roles for data analysis tasks.

What cities in California are hiring for Data Analyst Finance jobs?

Cities in California with the most Data Analyst Finance job openings:

Infographic showing various Data Analyst Finance job openings in California as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 9% Part Time, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution.

Data Analyst, Finance

IDEX

Rohnert Park, CA • On-site, Remote

Full-time

Medical, Retirement, PTO

Re-posted 18 days ago


Job description

If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your existing skills and learn new ones in an environment where you can make an impact.

With interesting opportunities in engineering, marketing, sales, supply chain, operations, HR, finance, and more across more than 40 diverse businesses around the globe, chances are, we have something special for you.

JOB TITLE:Finance Data & Transformation Analyst

REPORTING TO:Finance Manager, IH&S

LOCATION:Remote

Who is IDEX Health & Science (IH&S)?

As a business unit of IDEX Corporation, IH&S has a long history of driving growth in life sciences and healthcare by embracing innovation and redefining the supplier-customer relationship. The work we do every day allows us to discover key insights and break new ground to create some of the most meaningful technologies that have a lasting impact on companies, industries, and society. One of business segments is called Life Science Fluidics and we are looking to add more talent to the team.

IDEX Health & Science (IH&S):

IH&S is comprised of six domestic and one international business unit. IH&S is a manufacturing and R&D focused team that sits at the leading edge of high-end fluidic and optical applications for life sciences. Focused on assisting partners at every stage of the development processes, we invest in people and infrastructure to drive bold ideas and pragmatic solutions. With the rich foundation of talent, universities, and supporting businesses, IH&S is the ideal location to elevate your career with fascinating work and endless opportunities.

Our formula for success is simple. We work hard to maintain a culture where you can own your work; you are encouraged to try new ideas in a collaborative environment; and you can apply your skillset to enable our clients to gain a competitive advantage in their own market. At IDEX Health & Science, you will have the opportunity to work with a great group of people, mentor others, and build a great future.

SCOPE OF ROLE:

This position plays a critical role in advancing IH&S's finance data transformation initiatives by focusing on developing and maintaining Power BI dashboards, enabling standardized financial reporting, and translating complex financial and operational data into clear, decision-ready insights. In addition to supporting ongoing reporting needs, this individual will contribute to the design and implementation of scalable data models that support forecasting, KPI tracking, and executive-level performance visibility. Working within an Agile framework, this role will prioritize enhancements and ensure delivery of high-impact analytics solutions that support business performance and strategic decision-making.

ESSENTIAL DUTIES:

  • Building data models and creating processes for monthly, quarterly, and annual financial reporting cycles, ensuring accuracy, consistency, and timeliness of data
  • Analyze financial and operational data to identify ways to capture and report on trends, variances, risks, and opportunities, and present findings to finance leadership
  • Partner with Finance, Accounting, Commercial, IT, and Operations teams to ensure data consistency, and alignment between the tools (dashboards/reports) used for financial reporting and to monitor business performance drivers
  • Maintain and prioritize reporting and analytics backlogs leveraging the Agile framework.
  • Support executive-level reporting by creating clear, concise, and visually compelling dashboards and summaries.
  • Contribute to finance and business transformation initiatives, including automation of reporting processes and improvement of data accessibility and usability
  • Support various workflows by developing financial KPI calculation logic, creating PBI visuals for leadership consumption.
  • Support standardized reporting frameworks and ongoing transformation initiatives related to forecasting, reporting standardization, and data governance

Job Qualifications

  • Bachelor's degree in Finance, Accounting, or related field, with an emphasis in quantitative methods, statistical modeling, and data science.
  • 3+ years of experience in financial analysis, business intelligence, or data analytics roles in a manufacturing financial environment.
  • Strong understanding of and experience with financial accounting concepts including financial reporting, cost accounting, FP&A. and KPI development
  • Understanding of ERP software is required, proficiency in JD Edwards is preferred.
  • Familiarity with Agile/Scrum methodology is preferred. Familiarity with Agile/Scrum outside of traditional software design is ideal.
  • Strong analytical and problem-solving skills with the ability to translate complex business requirements into effective technical solutions.
  • Strong proficiency in Power BI, including DAX and data modeling.
  • Attention to detail, with consistent application of audit trails, versioning, and documented best practices.
  • Excellent communication and presentation skills, with the ability to interact effectively with all levels of the organization.

TOTAL REWARDS (May Vary by State)

While the full compensation range for this role is listed below, our anticipated hiring range is $90,000-$105,000 . This projected range is an estimate and will vary based on each candidate's experience and qualifications, so it is not a guaranteed offer amount. This position may also be eligible for a performance-based bonus plan.

Location:

This position is a remote role; however, we are seeking candidates who reside within reasonable proximity to an IDEX Health & Science (IH&S) location. While daytoday work is performed remotely, occasional onsite collaboration, training, or team events may be required. Applicants should be located close enough to commute to an IH&S facility when needed.

IDEX Health & Science LLC., a Unit of IDEX Corporation is an Equal Opportunity Employer committed to workforce diversity

Are you ready to join a different kind of company where our people, our culture, and our commitments are centered around providing trusted solutions that improve lives around the world?

Total Rewards

The compensation range for this position is $78,200.00 - $117,200.00, depending on experience. This position may be eligible for performance based bonus plan.

Benefits Package

Our comprehensive U.S. benefit offerings include: Health benefits, 401(k) retirement savings program with company match, PTO, and more. More information on our benefits and rewards can be found on our career page:https://www.idexcorp.com/careers/our-benefits-and-rewards/

IDEX is an Equal Opportunity Employer. IDEX gives consideration for employment to qualified applicants without regard to race, color, religion, creed, genetic information, sex, sexual orientation, gender identity or expression, marital status, age, national origin, disability, protected veteran status, or any other consideration or protected category made unlawful by federal, state or local laws.

Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know.Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact our Talent Acquisition Team at lfcareers@idexcorp.com for assistance with an accommodation. These contact tools may be used only by individuals with a disability for accommodation requests. Do not inquire as to the status of an application.

This posting is for an existing vacancy.Artificial intelligence is not used to screen, assess or select applicants.

IDEX logo

About IDEX

Sourced by ZipRecruiter

IDEX Corporation is a global leader in fluid and metering technologies, providing a wide range of solutions for various industries. With a diverse portfolio of highly engineered products, IDEX serves customers in sectors such as healthcare, life sciences, food and beverage, water and wastewater, energy, and more. IDEX's innovative solutions help their customers optimize processes, enhance efficiency, and improve safety. IDEX's product offerings include precision fluid handling systems, pumps, valves, meters, dispensing equipment, and other specialty products. These technologies are designed to meet rigorous standards and deliver reliable performance in critical applications.

Industry

Manufacturing

Company size

5,001 - 10,000 Employees

Headquarters location

Lake Forest, IL, US

Year founded

1988

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