Quick Overview
Job Description
Position: BI Data Architecture Consultant - Expert
Location: USA - Remote
Duration: 6 month Contract
Title: Senior BI Data Analyst (Business Intelligence Requirements Lead – FP&A)
Position Overview
We are seeking a highly skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization. This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes.
The ideal candidate will possess strong expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment, combined with experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions.
Key Responsibilities
· Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for business intelligence and analytics solutions.
· Translate complex financial planning concepts, including forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into clear technical requirements.
· Serve as the primary bridge between business users and BI development teams, ensuring alignment between business objectives and technical deliverables.
· Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
· Develop and maintain comprehensive business and functional requirements documentation.
· Partner with Power BI developers to ensure dashboards, reports, and analytical solutions meet business expectations and timelines.
· Perform data validation, reconciliation, and quality assurance activities to support reporting accuracy.
· Coordinate and support User Acceptance Testing (UAT), ensuring delivered solutions satisfy business requirements.
· Utilize SQL and Python to conduct data analysis, validation, prototyping, and exploratory investigations.
· Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
· Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.
Required Qualifications
· 5-8 years experience in FP&A within banking, financial services, or a related finance environment.
· Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
· 5 + years solid knowledge of accounting principles, including:
o Profit & Loss (P&L) Statements
o Balance Sheets
o Income Statements
o Financial performance reporting
· Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
· Hands-on experience with Power BI and business intelligence reporting solutions.
· Proficiency in SQL for querying, validating, and analyzing data.
· Working knowledge of Python for data analysis, exploration, and validation activities.
· Experience gathering, documenting, and translating business requirements into technical specifications.
· Strong communication, facilitation, and stakeholder management skills.
· Proven ability to work effectively with both business stakeholders and technical development teams.
· Experience supporting enterprise-scale BI or data analytics initiatives.
· Background in banking, risk management, or financial regulatory reporting.
· Experience with Agile delivery methodologies.
· Familiarity with data warehousing and enterprise data management concepts.
Key Competencies
· Business Analysis & Requirements Management
· Financial Planning & Analysis (FP&A)
· Stakeholder Engagement
· Business Intelligence & Reporting
· Data Validation & Quality Assurance
· Problem Solving & Critical Thinking
· Communication & Facilitation
· Power BI, SQL, and Python
· Cross-Functional Collaboration
· Financial & Accounting Acumen
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