Finance data analyst

Finance Data Analyst – Band B2/C1

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Function, Responsibility Level

Finance & Accounting Operations

Process

Systems and Change

Basic Function

The Finance Data Analyst in the project team will be responsible for developing and optimizing reporting solutions, automating reporting processes, and ensuring data integrity within the financial planning (budgeting and forecasting) processes. This role will involve creating dynamic and insightful reports in data visualization tools, performing data reconciliation, and driving both tactical and strategic changes in response to evolving business needs.

Essential Functions

• Reporting Development: Design and develop robust reporting solutions using Power BI to provide accurate, timely, and actionable insights for financial planning and analysis.
• Automation: Automate reporting processes and workflows to enhance efficiency and reduce manual intervention, leveraging tools such as Power BI and scripting languages where applicable.
• Data Integrity & Quality Control: Implement quality checks and validation processes to ensure the integrity and accuracy of financial data reported across TM1, Anaplan, and other platforms.
• Reconciliation: Perform data reconciliation between source systems, financial models, and reporting outputs to ensure consistency and identify discrepancies.
• Business Intelligence (BI): Build and maintain BI dashboards that provide clear visual representations of financial data, trends, and key performance indicators (KPIs).
• Collaboration: Work closely with finance, IT, and project teams to align data reporting with business needs and ensure that reporting tools meet the evolving demands of stakeholders.
• Strategic Change: Support and drive tactical and strategic change initiatives, adapting reporting solutions to meet new business requirements and technological advancements.
• Data Analysis: Conduct in-depth analysis of financial data, identify trends, and provide recommendations to improve planning and forecasting processes.
• Optimization: Continuously seek opportunities to optimize existing reporting solutions and introduce new technologies or methodologies to improve reporting accuracy and efficiency.

Work Experience & Other Requirements

Required Skills & Experience

• Data Analysis Expertise: Strong experience in data analysis, reporting, and visualization within financial planning functions, preferably using TM1, Anaplan, and Power BI.
• Technical Proficiency: Proficiency in Power BI, including creating reports, dashboards, and integrating data from multiple sources. Knowledge of SQL, Python, or other scripting languages is a plus.
• Finance & Accounting Knowledge: Solid understanding of finance and accounting principles, with experience in financial planning and analysis (FP&A) processes.
• Automation & Optimization: Experience in automating reporting processes and optimizing data workflows to ensure efficiency and accuracy.
• Data Integrity: Strong focus on data integrity, with experience in implementing quality checks and reconciliation processes to ensure the accuracy of financial reports.
• Problem-Solving: Strong problem-solving skills, with the ability to troubleshoot data issues and develop innovative reporting solutions.
• Communication: Excellent communication skills, with the ability to work collaboratively with cross-functional teams and present complex data insights to non-technical stakeholders.

Preferred Qualifications

• Graduate or higher degree in Finance: Candidate with technical degree like BE/BTECH/BCA/MCA/MTECH.
• Certifications: Certification in Power BI or other data analytics platforms.
• Programming Skills: Experience with programming languages such as Python, SQL, or R for data manipulation and automation.
• Industry Experience: Prior experience in the insurance or financial services industry.
• Change Management: Experience with change management initiatives and supporting strategic shifts in reporting or data analysis practices.