Financial Analytics Consultant

Full Job Description

AG Consulting Partners is seeking a Financial Analytics Consultant to support financial reporting, business intelligence, and performance management initiatives for enterprise clients.

This role is ideal for a highly analytical professional who enjoys working at the intersection of finance, data, and business strategy. The consultant will partner with business leaders, finance teams, and data stakeholders to deliver executive reporting, investigate data discrepancies, develop actionable insights, and improve reporting processes.

The ideal candidate combines strong financial acumen, business intelligence expertise, and the ability to translate complex data into meaningful recommendations for leadership. The work includes performance reporting, financial analysis, target management, business intelligence development, and driving data quality improvements.

What You'll Do

• Develop and maintain recurring financial, operational, and performance reporting.
• Create executive-ready dashboards, scorecards, and business reviews.
• Analyze business performance using revenue, growth, profitability, customer, and renewal metrics.
• Reconcile data across multiple systems and identify root causes of reporting variances.
• Partner with finance, operations, and data teams to improve reporting accuracy and consistency.
• Investigate data quality issues and drive resolution across stakeholder groups.
• Support annual planning, forecasting, target-setting, and performance tracking activities.
• Build analytical models that provide insight into trends, opportunities, and business performance.
• Identify opportunities to automate reporting processes and reduce manual effort.
• Translate complex datasets into clear recommendations and business insights for leadership.
• Document reporting methodologies, assumptions, and business rules to support ongoing operations and knowledge transfer.

Requirements

• Bachelor's degree or equivalent experience in Finance, Business, Economics, Analytics, Information Systems, or a related field.
• 5+ years of experience in Financial Analysis, Business Intelligence, Revenue Operations, Sales Operations, Business Operations, Consulting, or a related analytical discipline.
• Advanced Excel skills and the ability to work with large, complex datasets.
• Experience building executive-level reporting, dashboards, and performance scorecards.
• Strong analytical, problem-solving, and critical-thinking skills.
• Experience investigating data quality issues and resolving reporting discrepancies.
• Ability to synthesize and communicate complex information to technical and non-technical audiences.
• Proven ability to work independently while managing multiple stakeholders and competing priorities.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience with Power BI, Tableau, Looker, or other business intelligence platforms.
• Experience supporting financial reporting, forecasting, planning, or business review processes.
• Familiarity with revenue analytics, profitability analysis, customer metrics, target management, or performance measurement.
• Experience working in large, matrixed organizations.
• Professional services or consulting experience.
• Experience improving data governance, reporting processes, or analytics maturity within an organization.

Benefits

About Us

AG Consulting Partners, Inc. is a Redmond-based boutique consulting firm. Our mission is to embrace the entrepreneurial spirit to relentlessly deliver an exceptional experience and results for our people and our clients.

We put our people first. Our excellent benefits to full-time employees include medical, dental, vision, PTO, 401K matching, education reimbursement, community and philanthropic events and flexible career paths.

We’re humbled to be consistently acknowledged by local and national organizations for our success, including Consulting Magazine, Puget Sound Business Journal, and Inc. 5000.

We look forward to welcoming you to our team of amazing consultants and partners! Learn more about our firm at https://agconsultingpartners.com

The compensation for this position is tailored to reflect your unique skill set, relevant experience, and the current dynamics of the job market. We strive to ensure that our compensation package is competitive and fair, taking into account various factors to provide a rewarding opportunity for our team members.

Note: Applicants must be authorized to work for any employer in the U.S. We are unable to provide assistance or sponsorship for employment Visas and Visa extensions at this time.

The compensation for this position is tailored to reflect your unique skill set, relevant experience, and the current dynamics of the job market. We strive to ensure that our compensation package is competitive and fair, taking into account various factors to provide a rewarding opportunity for our team members.

The annual salary range for this role is: 85,000 - 100,000 in addition to our comprehensive benefits package.