Job Description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Position Summary

We are seeking a highly analytical and technically skilled Financial Data Analyst / Excel Automation Specialist with advanced expertise in Microsoft Excel, Power Query, and VBA. This role will work with complex financial and operational datasets, combining information from multiple sources, identifying discrepancies and trends, transforming data, and developing reliable analytical and reporting solutions.

The ideal candidate combines strong data-analysis and technical capabilities with financial acumen and an understanding of how data flows through financial models, reporting processes, and business decision-making.

Key Responsibilities

• Analyze large and complex financial and operational datasets to identify trends, discrepancies, relationships, and data-quality issues.
• Compare datasets from multiple systems and identify differences, missing records, duplicates, and reconciliation issues.
• Perform complex joins, merges, lookups, aggregations, and data transformations across multiple data sources.
• Develop and maintain sophisticated Power Query solutions for data ingestion, cleansing, transformation, reconciliation, and reporting.
• Build and maintain VBA macros and Excel automation to streamline repetitive processes and improve the accuracy and efficiency of existing workflows.
• Design analytical processes that are repeatable, auditable, and scalable.
• Work with complex Excel workbooks and financial models, understanding formulas, dependencies, assumptions, calculations, and data flows.
• Validate data used in financial models and reporting and investigate unexpected results or variances.
• Translate business and financial requirements into practical data-analysis and automation solutions.
• Partner with business teams to understand reporting requirements, troubleshoot data issues, and improve existing processes.
• Document data transformations, business rules, assumptions, and automated processes.

Required Qualifications

• Advanced expertise in Microsoft Excel, including complex formulas, pivot tables, lookups, dynamic data analysis, and large datasets.
• Advanced hands-on experience with Power Query (M), including merging and appending queries, conditional transformations, grouping, data cleansing, and combining data from multiple sources.
• Strong VBA development and Excel automation skills.
• Strong understanding of relational data concepts, including joins, keys, relationships, aggregations, and data transformation.
• Demonstrated ability to compare and reconcile large datasets and systematically investigate differences.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Experience working with financial or accounting data.
• Working knowledge of financial models, including the ability to understand model inputs, assumptions, calculations, outputs, and dependencies.
• Ability to independently take an ambiguous data problem, determine the appropriate analytical approach, and produce accurate and understandable results.

Preferred Qualifications

• Experience with SQL and relational databases.
• Experience with Power BI, Power Pivot, DAX, or similar business-intelligence tools.
• Familiarity with government-contract financial concepts such as contract funding and indirect rates.
• Experience automating manual Finance or operational reporting processes.
• Experience integrating Excel with databases, flat files, APIs, SharePoint, or other enterprise data sources.
• Experience with cost-plus accounting, including an understanding of direct and indirect costs, cost allocation, indirect rates, and related financial analysis.
• Familiarity with Deltek Costpoint, particularly financial, project accounting, billing, or reporting functionality.
• Familiarity with financial statements, forecasting, budgeting, variance analysis, or management reporting.

Core Skills

Technical: Excel • Power Query / M • VBA • Data Transformation • Data Joins & Merges • Data Reconciliation • Data Cleansing • Financial Modeling • Data Analysis

Analytical: Dataset Comparison • Variance Analysis • Root-Cause Analysis • Data Validation • Pattern Recognition • Problem Solving

Business: Financial Acumen • Requirements Gathering • Process Improvement • Documentation • Communication • Attention to Detail