Financial & BI Analyst

Key Responsibilities And Essential Job Functions

• Collect, organize, and analyze financial and business data to create meaningful visualizations, presentations, and dashboards that support strategic and operational goals.
• Support the automation of financial reporting processes, including monthly and quarterly performance dashboards, using tools such as QlikSense, Anaplan, Netsuite and Excel.
• Perform financial analysis including variance analysis, budgeting support, and forecasting, integrating BI tools with financial models to contribute to planning processes.
• Develop SQL queries to extract and manipulate data from relational databases in support of ad hoc and recurring analysis.
• Identify relevant data sources, transform raw data into clean and structured datasets, and build connections between financial and operational data.
• Partner with finance teams and business units to understand recurring reporting needs and translate them into dashboard and analytical solutions.
• Capture and document business, functional, and data requirements clearly and accurately to support BI development and reporting projects.
• Absorb and document user acceptance testing, including running test cases and validating data accuracy in financial reports and dashboards.
• Help design, document, and maintain system and reporting processes; track and document changes to functional and business specifications.
• Participate actively in team knowledge-sharing; seek mentorship and apply learnings to continuously improve the quality and impact of analytical output.
• Perform other duties as required and assigned.

Required Qualifications

• BS/BA degree in Finance, Economics, Statistics, Mathematics, Data Analytics, Computer Science, or a related field
• 2–5 years of experience in financial analysis, business intelligence, or a related analytical role
• Strong analytical skills with comfort working across large datasets
• Solid Excel skills and exposure to BI tools such as Tableau, QlikSense, Power BI, or equivalent
• Familiarity with SQL or demonstrated willingness to develop proficiency
• Clear written and verbal communication skills with the ability to work across business and technical teams
• Collaborative, curious, and eager to grow in a fast-paced environment

Preferred Qualifications

• Prior experience in finance, marketing analytics, business performance reporting, or a related field
• Exposure to Anaplan or other financial planning tools
• MS/MBA degree (or currently enrolled) in a quantitative field
• Data Center or Technology industry experience