Finance Data and Analytics Analyst

Role cheat sheet

Data grain

Define what one row represents before joining or aggregating. Validate unique keys and avoid repeating invoices in one-to-many joins.

Reconciliation

Compare totals by period and source against an agreed ledger. Investigate refunds, currency, missing rows and late events.

Rate denominators

Use matching cohorts, events and observation windows. Weight aggregate rates by eligible population instead of averaging group percentages blindly.

Review the lesson

Regression slope

The slope estimates how the outcome changes with a unit change in the predictor, conditional on the model. It does not establish causality.

Review the lesson

Base rate

A flag can be accurate on known positives while most flagged cases are false positives when the underlying event is rare.

Review the lesson

Dashboard controls

Monitor freshness, missingness, duplicate keys, reconciliation differences and changed definitions. Identify who owns corrections.

Practise interview questions