Finance BI Solutions Lead

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 the 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.

• 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 platform 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 throughout 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 ensures their successful execution
• Other duties as required

• 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

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 services 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 One Stream, 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