Financial Analyst (Power BI) jobs in United States
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Swoon · 3 days ago

Financial Analyst (Power BI)

Swoon is seeking a detail-oriented and analytical Financial Analyst to join their Miami-based team. This role plays a key part in driving financial strategy, forecasting, and operational decision-making across the organization.

ConsultingHuman ResourcesInformation TechnologyLegalStaffing Agency
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H1B Sponsor Likelynote
Hiring Manager
Matt Peffer
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Responsibilities

Analyze financial and operational data to identify trends, variances, and opportunities for improvement
Build, enhance, and maintain financial models that support strategic decision-making
Develop automated reporting and forecasting tools to improve efficiency and data accuracy
Evaluate historical and current financial performance to assess organizational health
Design and maintain budgeting tools to support new business segments
Research industry trends, market conditions, and competitor insights
Assess capital expenditures, asset depreciation, and return on investment
Partner with cross-functional teams to support business planning and performance tracking
Perform additional finance-related duties as needed

Qualification

Power BIAdvanced ExcelFinancial analysisBudgetingCommunication

Required

Bachelor's degree in Finance, Accounting, Economics, or related field
2–6 years of experience in financial analysis, budgeting, or forecasting
Advanced Excel skills, including macros and complex formulas
Power BI experience required
Strong communication skills, with the ability to translate financial data for non-financial stakeholders
Highly organized, self-directed, and comfortable handling multiple priorities in a fast-paced environment

Preferred

Master's or CFA

Company

In 2010, Swoon launched an agile, client-focused team that is not only savvy in our core industries but elbow-deep, every day, getting to know the strongest talent in the technology and professional fields.

H1B Sponsorship

Swoon has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (2)
2022 (1)
2021 (1)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Andy Baker
Co-Founder and Leadership Advisor
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Alyssa Holtz
Client Partner
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Company data provided by crunchbase