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Financial Business Intelligence Analyst
Location
United States
Posted
28 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Financial Business Intelligence Analyst
TECHOAUTH SOLUTIONS LLC
Role Description As a Financial Business Intelligence Analyst, you will leverage data analytics, financial modeling, and business intelligence tools to transform complex financial data into actionable insights. You will work cross-functionally with finance and IT teams to design dashboards, build ETL pipelines, and deliver intelligence reports that drive strategic decision-making for clients and internal stakeholders. Job Responsibilities - Analyze large financial datasets to identify trends, patterns, and anomalies in revenue, cost, and investment performance using Python (Pandas, NumPy) and SQL. - Design and develop interactive financial dashboards and reports using Power BI and Tableau for client decision-making and KPI tracking. - Build and maintain ETL pipelines using SQL Server Integration Services (SSIS) to consolidate financial data from multiple source systems into centralized data warehouses. - Perform variance analysis comparing actual vs. budgeted financial performance and present findings to client stakeholders. - Develop quantitative models for portfolio performance analysis, asset allocation, and risk assessment applying Modern Portfolio Theory and statistical methods. - Conduct scenario analysis and stress testing on financial models to evaluate investment strategies and risk exposure. - Calculate and monitor risk metrics including Value at Risk (VaR), Sharpe Ratio, and drawdown analysis for client portfolios. - Utilize Bloomberg Terminal data to support financial market analysis, equity research, and investment reporting. - Write and optimize complex SQL queries, stored procedures, and views to support financial reporting environments. - Translate business requirements from finance teams into technical BI specifications and deliver actionable financial intelligence reports. - Document data definitions, business rules, and financial reporting standards for internal and client use. - Collaborate with IT and finance teams to ensure data integrity and accuracy across SQL Server databases supporting financial reporting. Qualifications - 3+ years’ experience in a financial analytics, business intelligence, or data analyst role — experience in financial services or investment management is ideal. - Proven track record of delivering end-to-end BI solutions, from gathering business requirements through deployment and stakeholder presentation. - Strong understanding of financial concepts including P&L analysis, budgeting and forecasting, portfolio analytics, and risk management. - Hands-on experience with ETL development and data warehouse architecture. - Demonstrated ability to translate complex financial data into clear, visually compelling dashboards and reports. - Experience working with large-scale relational databases and writing advanced SQL. - Familiarity with Agile/Scrum development environments. - Excellent analytical, communication, and organizational skills with the ability to present to both technical and non-technical audiences. - Positive, solution-focused attitude with the ability to manage multiple priorities. - Ability to influence key stakeholders on data-driven decisions. - Customer or client-facing experience is a strong plus. Requirements - Proficiency in Power BI (DAX, Power Query, data modeling) and Tableau for interactive dashboard development. - Advanced SQL skills including stored procedures, CTEs, window functions, and query optimization on SQL Server. - Experience with Python for data analysis (Pandas, NumPy, Matplotlib/Seaborn) and automation. - Hands-on experience with SSIS for ETL pipeline development and data integration. - Working knowledge of Bloomberg Terminal for financial data retrieval and market analysis. - Knowledge of statistical methods and quantitative finance concepts (VaR, Sharpe Ratio, Monte Carlo simulation) is a strong plus. - Familiarity with Excel-based financial modeling including VBA/macros. - Experience with version control systems (Git) and CI/CD practices for BI deployments. - Knowledge of cloud-based data platforms (Azure SQL, Azure Data Factory, AWS Redshift) is a plus. - Working knowledge of Jira and Confluence for project tracking and documentation. - Exposure to R, SAS, or MATLAB for advanced statistical analysis is desirable. Educational Requirements - Bachelor’s or Master’s degree in Finance, Economics, Data Science, Statistics, Computer Science, Information Systems, or a related quantitative field. Benefits - Bonus based on performance. - Health insurance. - Paid time off. This is a remote position.
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