Data Analyst

About the role

The Data Analyst on the Platforms & Partnerships, Strategic Finance and Operations team will work with financial and operational data to create insightful reports and dashboards. This role supports business decision‑making and the firm’s global strategy, taking ownership of projects and delivering solutions for internal functions and leadership. The ideal candidate has a solid data foundation, experience using Power BI for analysis, transformation, modeling, and visualizations, and an appetite for continuous learning.

Responsibilities

• Translate inputs from people roster (FTEs and ICs), vendor agreements (SOWs) and invoices into budget and forecast models.
• Track Platforms & Partnerships (P&P) team spend for budget, actuals, and forecasts at the platform level.
• Assist in budgeting and forecasting processes; prepare and present materials for firm leadership.
• Review and validate vendor invoices and time/expense submissions; ensure accuracy and track to estimated capitalization.
• Support P&P team with billing code setup, invoice coding, and spend tracking.
• Reconcile vendor invoices with internal reports to ensure hours and billing rates are captured correctly before payment.
• Provide data to finance stakeholders (strategic finance, FP&A, tax) for ISL charge‑back, forecasting, and compliance purposes.
• Prepare, review, and distribute monthly reports—including P&L for each platform, data, and financial analysis—to leadership; respond to ad‑hoc data/analysis requests.
• Assist in creating internal finance/accounting presentations for senior management.
• Translate business requirements into clear design and implementation plans for data analytics.
• Develop models, specifications, workflows, and diagrams to support proactive decision‑making for product managers and leadership.
• Design and maintain dashboards, reports, and KPI scorecards using Power BI and other tools, aligned with business needs.
• Support P&P team in calculating portfolio management metrics (revenue, ROI) and consolidate data from multiple sources.
• Test, validate, and troubleshoot solutions to ensure data accuracy and functionality.
• Manage and prioritize competing demands from internal and external stakeholders, finding creative solutions to meet diverse data needs.
• Handle sensitive, confidential information and communications with sound judgment.
• Collaborate with finance and technology teams to enhance revenue tracking and forecasting capabilities.

Education & Experience

• Bachelor’s degree required (Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or related fields preferred).
• 1–4 years of relevant experience in finance, accounting, data analysis, sales operations, or consulting.
• Experience with Power BI, SQL, and advanced Excel preferred.
• Familiarity with SAP and CRM systems (e.g., ServiceNow, Radius) is a plus.

Skills & Knowledge

• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Strong understanding of financial reporting, budgeting, and forecasting.
• Experience with relational and non‑relational databases; SQL scripting required, Python preferred.
• Power BI expertise including data modeling, DAX, M Query, and implementing security models such as row‑level restrictions.