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Analytics & Automation Financial Analyst

About Transformco

Transformco is a platform technology company building innovative solutions across multiple brands:

  • SHS (Sears Home Services) - America's Home Manager
  • Kenmore - Delivering affordable innovation in home appliances
  • Shop Your Way (SYW) - A fintech platform providing credit, membership, and loyalty solutions

We are focused on building scalable technology platforms that revolutionize home services, appliance innovation, and financial technology solutions. Our mission is to create entrepreneurial, technology-driven solutions that enhance how Americans manage their homes, access affordable innovations, and engage with financial services.

As a company driving technological transformation, we seek entrepreneurial talent who can help build and scale our platform solutions. We combine the strength of established brands with the agility and innovation of a technology company, creating unique opportunities for those who want to shape the future of home management and fintech services.

Position Overview

  • We are seeking an Analytics & Automation Financial Analyst who will build a modern technology-based finance organization leveraging the latest technologies in AI, ML, Analytics and Reporting to guide our platform technology company. This role will focus on creating a vision for what a technology first finance organization will look like, automating financial processes, developing analytical tools, providing analysis using advanced analytics tools to make business decisions and building scalable solutions for our FP&A and accounting operations. The ideal candidate will have a strong technical foundation in Python, SQL, Analytics & ML, Financial systems (NetSuite, Adaptive Planning), Automation tools (RPA platforms, workflow automation), Cloud platforms (AWS/Azure basics) combined with business/accounting knowledge, enabling them to translate financial requirements into technical solutions.

Core Technical Requirements

  • Expert in SQL for complex queries, database design, and ETL pipelines
  • Python programming with focus on pandas, numpy, and ML libraries
  • Proficiency in ML/Analytics tools (Power BI/Tableau)
  • Experience with financial systems (NetSuite, Adaptive Planning)
  • Knowledge of automation tools and RPA platforms
  • Understanding of cloud platforms (AWS/Azure)

Key Responsibilities

  • Develop and maintain Python scripts and SQL queries for financial automation
  • Build and implement ML models for financial forecasting and analysis
  • Create data pipelines between financial systems
  • Automate reporting and analysis processes
  • Lead development of scalable FP&A solutions
  • Provide advanced analytics support for business decisions

Required Qualifications

  • Bachelor's degree in Computer Science, Engineering, or related field
  • Master's in Business Administration, Finance, or Accounting
  • 3-5 years combining technical and financial responsibilities
  • Strong programming background with focus on financial applications
  • Understanding of accounting principles and FP&A processes

Soft Skills

  • Strong analytical and problem-solving abilities
  • Excellent communication skills to bridge technical and business concepts
  • Ability to manage multiple projects and priorities
  • Team leadership and mentoring capabilities
  • Detail-oriented with strong quality control mindset
  • Adaptability and willingness to learn new technologies

Average salary estimate

$80000 / YEARLY (est.)
min
max
$70000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Analytics & Automation Financial Analyst, Transformco

At Transformco, we're on an exciting journey to reshape the way Americans manage their homes and engage with financial services, and we're looking for an enthusiastic Analytics & Automation Financial Analyst to join our team! In this key role, you'll leverage the latest technologies like AI, machine learning, analytics, and automation to help us build a modern finance organization that thrives on innovation. As part of our mission to transform home services and fintech solutions, you'll create a vision of what a tech-driven finance operation looks like, automate financial processes, and provide invaluable analysis using advanced tools. We're seeking a talented individual who excels in SQL, Python, and financial systems, with the ability to translate complex financial requirements into effective technical solutions. Your main responsibilities will include developing Python scripts and SQL queries, implementing machine learning models for financial forecasting, and automating reporting processes. A Bachelor's degree in Computer Science or a related field, along with an MBA or a background in Finance or Accounting, will set you up for success in this role. If you're a detail-oriented problem solver with strong communication skills and a passion for technology, you'll find a rewarding career path with Transformco.

Frequently Asked Questions (FAQs) for Analytics & Automation Financial Analyst Role at Transformco
What are the key responsibilities of an Analytics & Automation Financial Analyst at Transformco?

As an Analytics & Automation Financial Analyst at Transformco, your key responsibilities include developing Python scripts and SQL queries for financial automation, building machine learning models for financial forecasting, and automating reporting processes. You will also lead the creation of scalable FP&A solutions and provide advanced analytical support to drive business decisions, all while working in a collaborative environment that encourages innovation.

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What qualifications are required to be an Analytics & Automation Financial Analyst at Transformco?

To qualify for the Analytics & Automation Financial Analyst position at Transformco, candidates should hold a Bachelor's degree in Computer Science, Engineering, or a related field, along with a Master's in Business Administration, Finance, or Accounting. Additionally, 3-5 years of experience combining technical and financial responsibilities is necessary, along with a strong programming background, particularly in Python and SQL.

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What technical skills are essential for the Analytics & Automation Financial Analyst role at Transformco?

In the role of Analytics & Automation Financial Analyst at Transformco, essential technical skills include proficiency in SQL for complex querying and database design, expertise in Python with a focus on libraries like pandas and numpy, and familiarity with machine learning and analytics tools such as Power BI or Tableau. Knowledge of automation tools, financial systems like NetSuite, and cloud platforms like AWS or Azure is also important.

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How does Transformco support the professional growth of its Analytics & Automation Financial Analysts?

Transformco is dedicated to the professional growth of its Analytics & Automation Financial Analysts by fostering an innovative environment that encourages continuous learning and exploration of new technologies. Additionally, team leadership opportunities and mentorship programs provide valuable support to help you advance your skills and career path.

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What soft skills are valued for the Analytics & Automation Financial Analyst position at Transformco?

At Transformco, key soft skills for the Analytics & Automation Financial Analyst role include strong analytical and problem-solving abilities, excellent communication skills to bridge technical and business concepts, and the capacity to manage multiple projects and priorities effectively. A detail-oriented approach and adaptability to new technologies are also highly valued to thrive in this innovative environment.

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Common Interview Questions for Analytics & Automation Financial Analyst
Can you explain your experience with SQL and how it relates to financial automation?

In answering this question, it's vital to highlight specific projects where you've used SQL to enhance financial processes. Discuss your ability to write complex queries and automate data retrieval from financial systems, emphasizing how these efforts contributed to improved efficiency and accuracy in reporting.

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What machine learning models have you implemented in a financial context?

When discussing machine learning implementation, provide concrete examples of models you've developed for forecasting or analysis, detailing the methodologies and tools used. Explain the impact these models had on decision-making and overall financial performance.

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How do you approach automating reporting and analysis processes?

Describe your systematic approach to identifying manual reporting processes and the steps you take to automate them. This may include discussing tools you’ve used, barriers faced during automation, and the resulting benefits in terms of time saved and data accuracy.

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How do you stay updated with the latest technologies in finance and analytics?

It’s important to show your commitment to continuous learning. Mention the resources you use, such as online courses, webinars, or industry conferences. Discuss how you apply this knowledge to your work as an Analytics & Automation Financial Analyst.

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What strategies do you employ for managing multiple projects as an Analyst?

Explain your project management techniques, such as prioritization, time management, and the use of tools or methodologies that help keep your projects on track. Providing examples where you've successfully managed competing deadlines can leave a strong impression.

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Can you describe a time when you bridged a technical concept to a non-technical audience?

Share an anecdote where you successfully communicated complex financial analyses or technical tools to stakeholders outside your area of expertise. Focus on how you tailored your message for clarity and the positive outcomes from your efforts.

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What financial systems are you familiar with, and how have they enhanced your work?

Discuss the financial systems like NetSuite or Adaptive Planning that you’ve worked with, illustrating how they have improved your financial analysis capabilities. Share specific functionalities that have allowed you to deliver better insights to the organization.

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How do you ensure quality control in your financial analyses?

Quality control is crucial in finance. Describe your process for validating data and ensuring accuracy in your analyses, like double-checking calculations, using version control with scripts, and peer reviews.

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What role does communication play in your success as an Analyst?

Emphasize the importance of clear communication in reporting your findings to various stakeholders. Talk about how effective communication can affect decision-making and collaboration, and give examples of how you’ve successfully communicated insights.

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How would you characterize your problem-solving approach in financial analysis?

Provide insight into your analytical thinking process. Discuss how you identify issues, gather and analyze data, and come up with actionable solutions, illustrating with examples from your past experiences as an Analyst.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 30, 2025

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