Financial Data Analyst

• Work with financial and operational data to create insightful reports and dashboards
• Take ownership of projects and deliver solutions for internal functions and Firm leadership
• Translate people rosters, vendor agreements, and invoices into budget and forecast models
• Track team spend for budget, actuals, and forecasts at the platform level
• Assist with budgeting and forecasting processes and prepare materials for Firm leadership
• Review and validate vendor invoices and time/expense submissions
• Set up billing codes, code invoices, and track spend
• Reconcile vendor invoices with internal reports before vendor payment
• Provide data for chargeback processes, forecasting, and quarterly and yearly compliance
• Prepare, review, and distribute monthly platform P&L reports and financial analyses
• Translate business requirements into design and implementation plans
• Develop models, specifications, workflows, and diagrams for data analytics
• Design and maintain Power BI dashboards, reports, and KPI scorecards
• Calculate portfolio management metrics, including revenue and ROI
• Test, validate, and troubleshoot solutions for data accuracy and functionality
• Manage competing stakeholder demands and diverse data needs
• Manage sensitive and confidential information and communications
• Collaborate with finance and technology teams to improve revenue tracking and forecasting
• Handle routine finance, accounting, and administrative requests

• Bachelor’s degree required (Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or related fields preferred)
• 5-6 years of relevant experience in finance, accounting, data analysis, sales operations, or consulting
• Experience with Power BI, SQL, Excel (advanced), and financial/operational data analysis preferred
• Experience with SAP and CRM systems (e.g., ServiceNow, Radius) is a plus
• Proficiency in MS Word, Excel, PowerPoint, and Outlook
• Strong understanding of financial reporting, budgeting, and forecasting
• Familiarity with relational and non-relational databases
• Experience with SQL scripting required; Python preferred
• Power BI experience including data modeling, DAX, M Query, and implementing security models (e.g., row-level restrictions)
• Excellent interpersonal and communication skills with the ability to interact professionally with senior executives and diverse teams
• High degree of integrity and discretion with confidential information
• Proven analytical thinking and organizational skills; high attention to detail
• Ability to work independently on complex assignments and manage multiple priorities effectively
• Creative problem-solving and ability to identify process improvements and adapt quickly in a dynamic environment
• Appetite for continuous learning and professional development

• Continuous learning and professional development
• Career growth opportunities alongside the Firm