FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients needs and exceeding their expectations.
Your Team Impact
We are seeking a detail-oriented Data Analyst to support our Financial Planning & Analysis (FP&A) team with data modeling, reporting automation, and financial insights. This role is ideal for someone who enjoys working at the intersection of finance and data, and who has hands-on experience with SQL, Power BI, Power Query, and Excel (including VBA/macros). You will help transform raw financial and operational data into accurate, automated, and decision-ready dashboards and reports.
What You'll Do
As part of FactSet's Financial Planning and Analysis team you will gain exposure to real-world decision making, visibility with Finance Leadership Team as well as Business Unit leaders, and experience modernizing finance through automation and business intelligence tools.
Data & Reporting
- Design and enhance data structures optimized for financial reporting and analysis. Work with FP&A and Business Intelligence tool engineers in implementing such designs
- Develop and maintain automated Excel models and reports, including use of VBA/macros to reduce manual processes
- Ensure data accuracy, consistency, and proper documentation across reports and datasets
- Build, maintain, and enhance Power BI dashboards to support budgeting, forecasting, and management reporting
- Use Power Query to clean, transform, and integrate data from multiple sources (ERP, CRM, Excel files, databases)
FP&A Support
- Assist FP&A managers with monthly close, variance analysis, and trend analysis
- Support budgeting and forecasting processes through data preparation and model updates
- Help track key financial and operational KPIs (revenue, margin, headcount, cost drivers, etc.)
- Perform ad-hoc analysis to support business decisions and management requests
Process Improvement
- Identify opportunities to automate recurring reports and improve data workflows
- Help standardize financial reporting and improve scalability as the business grows
- Collaborate with Finance, Accounting, and IT to improve data availability and quality
What We Are Looking For
- Bachelor's degree in finance, Accounting, Economics, Data Analytics, Information Systems, or a related field
- 25 years of experience in a data analyst, financial analyst, or FP&A support role (internship experience acceptable)
- Strong proficiency in Excel, including Advanced formulas (INDEX/MATCH or XLOOKUP, SUMIFS, etc.), Pivot tables, VBA/macros for automation
- Basic to intermediate SQL knowledge: select, complex joins, Common Table Expression
- Understanding of core FP&A concepts (budgeting, forecasting, variance analysis)
- Strong analytical mindset with attention to detail
- Strong problem-solving and critical-thinking skills
- Driven, Independent, and ability to work with ambiguity.
- Ability to explain data and financial insights to non-technical stakeholders
- Organized, proactive, and eager to learn
- Comfortable working in a fast-paced, deadline-driven environment
- Comfortable collaborating with multiple, cross-functional teams.
Preferred Skills
- Hands-on experience with Power BI, including Data modeling, DAX basics (measures, calculated columns), Report and dashboard design.
- Experience with Databricks
- Experience working with large datasets and multiple data sources
- Experience using Power Query for data transformation
- Exposure to ERP systems (NetSuite, SAP, Oracle, Workday, TM1, etc.)
- Familiarity with structured documentation practices
What's In It For You
At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter means:
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
Company Overview
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees Choice Award winner. Learn more atwww.factset.comand follow us onXandLinkedIn.
At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.
