OVERVIEW
We are seeking a highly skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization. This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring that reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes.
The ideal candidate will possess strong expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment. They will have experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions, while effectively collaborating with both business stakeholders and technical teams.
Location: Remote
Contract Length: 6 months, with the possibility of extension
Hours: 9:00 AM – 5:00 PM
Pay: T4: $ 70-77 / IC$ 80-88
RESPONSIBILITIES
- Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for business intelligence and analytics solutions.
- Translate complex financial planning concepts, including forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into clear technical requirements.
- Serve as the primary bridge between business users and BI development teams, ensuring alignment between business objectives and technical deliverables.
- Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
- Develop and maintain comprehensive business and functional requirements documentation.
- Partner with Power BI developers to ensure dashboards, reports, and analytical solutions meet business expectations and timelines.
- Perform data validation, reconciliation, and quality assurance activities to support reporting accuracy.
- Coordinate and support User Acceptance Testing (UAT), ensuring delivered solutions satisfy business requirements.
- Utilize SQL and Python to conduct data analysis, validation, prototyping, and exploratory investigations.
- Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
- Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.
QUALIFICATIONS
- 5-8 years of experience in FP&A within banking, financial services, or a related finance environment.
- Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
- 5+ years of solid knowledge of accounting principles, including Profit & Loss (P&L) Statements, Balance Sheets, and Income Statements.
- Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
- Hands-on experience with Power BI and business intelligence reporting solutions.
- Proficiency in SQL for querying, validating, and analyzing data.
- Working knowledge of Python for data analysis, exploration, and validation activities.
- Experience gathering, documenting, and translating business requirements into technical specifications.
- Strong communication, facilitation, and stakeholder management skills.
- Proven ability to work effectively with both business stakeholders and technical development teams.
- Experience supporting enterprise-scale BI or data analytics initiatives.
- Background in banking, risk management, or financial regulatory reporting.
- Experience with Agile delivery methodologies.
- Familiarity with data warehousing and enterprise data management concepts.
TECHNICAL SKILLS
PREFERRED
- Experience in banking or financial services industry.
- Knowledge of financial regulatory reporting.
- Experience with Agile methodologies.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other non-merit factor. We are committed to creating a diverse and inclusive environment for all employees.
