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Sr. Financial Data Business Analyst - Background and know Power BI
Quick overview
SeniorityMid Senior
Work modeHybrid
LocationBedminster, NJ, United States
Microsoft ExcelMicrosoft OfficeBudgetingFinancial AnalysisVariance Analysis
Job description
Sr. Business Analyst
NOTE: This is on the business side, not IT. The winning candidate will come from an Insurance or Finance related background and know Power BI as a data visualization tool.
Responsibilities:
Requirements:
NOTE: This is on the business side, not IT. The winning candidate will come from an Insurance or Finance related background and know Power BI as a data visualization tool.
Responsibilities:
- Gather, analyze and validate financial data from company systems to support reporting and analysis.
- Prepare recurring and ad hoc financial reports for senior management and the Board of Directors.
- Support budgeting and planning activities, including variance analysis and performance tracking.
- Develop and maintain financial models and analyses to support pricing and other business initiatives.
- Assist in managing aspects of client relationships, including responding to inquiries and supporting commercial discussions via phone and email.
- Collaborate with internal teams to ensure consistency and accuracy of financial data and reporting.
- Participate in the preparation of materials and presentations for senior management updates.
- Contribute to ongoing improvements in reporting processes and analytical tools.
Requirements:
- Bachelor's Degree required. Preferred areas of study are Finance, Accounting, Economics or related field.
- Minimum of 5 + years of relevant experience in financial services, financial planning and analysis or related analytical role.
- Strong analytical and problem-solving skills with the ability to interpret financial data.
- Effective written and verbal communication skills with strong attention to detail.
- Ability to handle sensitive and confidential information with discretion.
- Demonstrated ability to support professional and constructive commercial interactions.
- Proficiency in Microsoft Office Suite, particularly Excel.
- General understanding of financial analysis, corporate finance and accounting principles.
- Ability to work independently as well as collaboratively within a team environment.
- Experience with data visualization or reporting tools (e.g. PowerBI) is a plus.
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