Senior Analyst, Financial Data Analytics & Visualization

Responsibilities

• Design, implement, and develop financial reporting and analytics solutions, with particular emphasis on Data Analytics, Visualizations, and Financial Modeling.
• Deliver engaging, informative data stories using a variety of techniques and tools.
• Work autonomously and with little direction to complete assignments on tight timelines, coordinating business processes, programs and projects based on the outlined strategies and defined directives.
• Average large data sets for analysis.
• Create financial/investment models using advanced features in Excel.
• Aggregate large data sets for analysis.
• Develop data strategies specifically around data structures, identifying critical information, as well as the tools used to retrieve and analyze the data.
• Perform research and analysis on large data sets—data exploration, trending, regression, and/or basic machine learning.
• Provide guidance and insight into data visualization options for report design.
• Create dashboards, automated reports, report templates and presentations.
• Use advanced data visualization tools, such as Power BI and/or Python, to provide clear, intuitive, and visually compelling interfaces that are well-designed for end users to quickly identify key themes and insights within data.
• Responsible for daily/weekly/monthly reporting on business trends and the status of digital experience initiatives for senior management.

Qualifications, Knowledge And Skills

• Four-year Bachelor’s degree (BS/BA) or an advanced degree, preferably in Analytics/Business/Statistics/Engineering or closely related field with combination thereof and related analytic work experience and/or relevant certifications, including but not limited to reputable data analytics certificates, CPA, CFA.
• At least 2 years of work experience (excluding capstone projects) in data analysis, data mining, business case development or other related analytical projects in finance/accounting related fields.
• Experienced in performing either strategic analysis, financial analysis or business intelligence/marketing analytics.
• Strong proficiency in query/reporting tools, including but not limited to Power BI, Advanced Excel, SQL, and preferably Python.
• Experience working with large databases, including Databricks, JDE, Oracle (including EPM), SQL Server, and AS400.
• Proven ability to create polished, user-focused data visualizations and dashboards that reflect strong aesthetic judgment and design sensibility.
• Ability to work independently on tight timelines to implement solutions with minimal guidance and communicate effectively with both business and technical stakeholders.
• 2 to 4 years of BI & Analytics development experience.
• Strong command of Power BI, SQL, Advanced Excel (VBA and visualizations), Microsoft Office Suite and preferably Python.
• Proficiency in financial forecasting and modeling, as well as data cleansing and processing.
• Ability to work on complex development BI projects including the proactive identification of issues and coordination of resolutions.
• Ability to work independently to implement solutions with minimal guidance and communicate effectively with both business and technical stakeholders.
• Advanced analytical skill set includes critical thinking, and detail oriented.
• Excellent verbal and written communication skills and interpersonal skills for interacting with external and internal partners and delivering recommendations and results to senior management.
• Results-oriented team player.