Financial Data Analyst (Non-Healthcare)

Career Guide

Financial Data Analysts transform financial and operational data into insights that guide budgeting, forecasting, and decision-making. They build models and dashboards, validate data from multiple systems, and partner with finance and business teams to track performance and optimize results.

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Key Responsibilities

Analyze revenue, cost, and margin trends using SQL/Excel
Build and maintain dashboards in Tableau or Power BI
Develop forecasts, budgets, and scenario models
Prepare monthly and quarterly performance reports and KPIs
Reconcile and validate data across ERP, CRM, and data warehouse
Partner with FP&A, accounting, and business teams to deliver insights

Career Progression

Can Lead To

Senior Financial Analyst

FP&A Manager

Finance Analytics Manager

Business Intelligence Manager (Finance)

Transition Opportunities

Business Intelligence Analyst

Risk Analyst

Product Analyst

Data Scientist (with upskilling)

Common Skill Gaps

Often Missing Skills

SQL at an intermediate level (CTEs, window functions)Financial modeling and forecasting (3-statement/driver-based)Dashboarding with Tableau or Power BIAccounting/GAAP and financial statement analysisPython or R for data cleaning and automation

Development Suggestions1) Take an intensive SQL + financial modeling course (e.g., FMVA plus SQL tutorials). 2) Build and publish two projects: a Power BI P&L dashboard and a Python-based forecast using SEC 10-K data.

Market Intelligence Report

Financial Data Analyst (Non-Healthcare) is part of the Financial Analysis category.Explore our market intelligence report to see how AI and hiring demand are shifting for these roles.

See the market intelligence report

Salary & Demand

Median Salary Range

Entry Level$65,000–$85,000

Mid Level$85,000–$110,000

Senior Level$110,000–$140,000

Growth Trend

growing — Data-driven FP&A and BI adoption expanding across industries.

Companies Hiring

Major Employers

JPMorgan Chase & Co.AmazonDeloitte

Industry Sectors

Financial ServicesTechnologyRetail & E-commerceConsulting & Professional Services

Recommended Next Steps

Earn a BI credential: Microsoft Power BI Data Analyst (PL-300) or Tableau Desktop Specialist.

Complete a structured modeling program (e.g., CFI FMVA or Wall Street Prep) and replicate a driver-based forecast.

Create a portfolio (GitHub/LinkedIn): revenue dashboard, cohort or pricing analysis, and a SQL case study; network via AFP/meetups and set 3–5 informational interviews with FP&A leaders.