Financial Data Analyst Position Available In Delaware, Pennsylvania
Tallo's Job Summary: This job listing has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Job Summary Join a fast-moving financial services firm where you’ll be part of a collaborative and intellectually curious finance team. This role is ideal for someone with a background in accounting or financial data who enjoys working with numbers, systems, and cross-functional teams. As a Financial Data Analyst, you’ll support decision-making by collecting and interpreting financial data, tracking performance trends, and creating reports that shape the organization’s financial outlook.
What You’ll Do:
Work with large financial datasets to identify trends and deliver weekly, monthly, and quarterly reporting Perform general and administrative (G&A) expense analysis and provide insight into advisor fees and fund-level activity Support the finance team with ad hoc analysis and data workflows Collaborate with internal stakeholders to ensure accuracy, transparency, and clarity in financial reporting Help streamline back-office expense tracking and cost allocation Present data and findings in a clear and actionable way
What We’re Looking For:
1-3 years of experience in accounting, finance, or a data analysis-focused role Bachelor’s degree in Accounting, Finance, or a related field Strong Excel skills (pivot tables, lookups, modeling); bonus if you’ve worked with large/complex datasets Ability to work with moving variables and shifting priorities Clear, confident communication and a team-first mindset
Why Join:
Great work-life balance with a flexible hybrid schedule Opportunity to gain exposure across all areas of finance and senior leadership Collaborative, supportive, and down-to-earth team culture Your ideas and input will be seen and valued – not just absorbed into a spreadsheet 1420001-LAL_1749842642