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Sr. Financial Data Business Analyst - Background and know Power BI

Recruit Professional ServicesBedminster, NJ🇺🇸United States

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:
  • 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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