Job Summary:
We are seeking a highly skilled and detail-oriented manager to join the Financial Planning & Analysis Finance Business Intelligence team (FP&A FBI). The FP&A Finance BI Solutions Lead , will play a crucial role in analyzing financial data, helping develop financial models, and providing valuable insights to support our Finance efforts.
The Finance BI Solutions Lead works to help identify, organize, and report on the Firm's valuable data assets to achieve better operational efficiencies, drive profitability, mitigate risk, and provide better services to its stakeholders through data-driven insights and actions. This role, in collaboration with finance department, data architects, data engineers and other IT teams, operationalizes and documents data platforms. This role is also responsible for supporting technologies for the benefit of the Firm. Finally, the Finance BI Solutions Lead will assist in developing strategies, policies, and governance models to ensure the Firm's data remains accurate, timely, and relevant to the Firm's goals. Proficiency in Power BI is essential for this role, as it is responsible for managing the completion of visually appealing and interactive dashboards to communicate financial information effectively.
Job Duties:
Works with stakeholders and data architects to define and design data solutions to support the Firm's data initiatives
Maintains the deployment and security of finance Power BI Apps and reports
Creates mock-up solution designs, visualizations, and reports to effectively demonstrate proposed solutions and deliverables
Acts as a subject matter expert, evangelist, and catalyst to educate on the Firm's data platforms and best practices as they relate to the usage and hygiene of the Firm's data assets
Builds and maintains constructive working relationships with project team members and other departments involved with projects, systems, and IT strategies
Ensures master data management principles are followed through the course of day-to-day data usage and solution design
Identifies and executes continuous improvement efforts to ensure the Firm's data remains accurate and timely
Understands and follows Project Management basics and Project Management Office policies and procedures
Acts as liaison between FP&A, Financial Systems, and IT
Assigns tasks and projects to team members based on their strengths and workload
Oversees projects and ensure their successful execution
Other duties as required
Supervisory Responsibilities:
Provides Financial Analysts with guidance, support, and mentorship
Serves as a career advisor to analysts by monitoring and evaluating team performance and providing feedback for improvement
Keeps team up to date with industry trends and advancements in data analysis techniques
Qualifications, Knowledge, Skills, and Abilities:
Education:
Bachelor's degree, required; major in Computer Science or Finance, preferred
Experience:
Five (5) or more years working as a data analyst or financial analyst in a corporate finance department, required
Demonstrable proficiency in developing and understanding custom and ad-hoc SQL queries, preferred
Two (2) or more years working with Business Intelligence (BI) Software required; prior experience with Power BI, preferred
Two (2) or more years working with Oracle ERP, preferred
Experience working within a large, complex enterprise with significant regulatory and compliance requirements, preferred
Professional service firm experience, preferred
Software:
Strong proficiency in the use of Microsoft Office suite, specifically Excel, required
Strong proficiency in the use of SQL, preferred
Strong proficiency in the use of Power BI, preferred
Experience with Microsoft Power Automate, preferred
Experience with OneStream, preferred
Experience with Oracle ERP, preferred
Other Knowledge, Skills & Abilities:
Strong analytical, organizational, and problem-solving skills
Excellent written communication skills, maintaining accurate documentation and technical authorship of complex documents
Ability to facilitate meetings efficiently and effectively
Ability to follow an issue through to its logical conclusion and escalate as necessary
Ability to work independently as well as part of a team
Excellent interpersonal and customer relationship skills
Capable of working in a deadline-driven environment, while handling multiple complex projects/tasks simultaneously with a focus on details
Capable of working well under pressure while dealing with unexpected issues in a professional manner
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $95,000 - $115,000
Maryland Range: $95,000 - $115,000
NYC/Long Island/Westchester Range: $95,000 - $115,000
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
