Financial Data Analyst

In this role within Platforms & Partnerships, Strategic Finance and Operations team, the Data Analyst will work with financial and operational data to create insightful reports and dashboards, enabling business decision-making and supporting our global strategy. You will take ownership of projects and work with team members to deliver solutions that meet the needs of internal functions and leadership of the Firm.
The ideal candidate will have a solid data foundation and experience using Power BI in data analysis, data transformation, modeling, and visualizations with an appetite for continuous learning and development. This role is an exciting opportunity to join an accomplished and professional organization with a sustained track record of growth, development, and innovation. Your career here is yours to own and grow alongside the Firm.
What You’ll Do - Master List
Finance, Accounting, and Reporting
Translate inputs from people roster (FTEs and ICs), vendor agreements (SOWs) and invoices into budget and forecast models
Assist with tracking P&P team spend for budget, actual and forecast at the platform level
Assist in budgeting and forecasting processes; support the preparation and presentation of materials for firm leadership
Review and validate vendor invoices and time/expense submissions; ensure accuracy and track to estimated capitalization
Support P&P team with billing code set up, coding of invoices and tracking of spend
Review and reconcile vendor invoices with internal reports to ensure hours and billing rates are accurately captured before payment is made to vendors
Provide necessary data to finance stakeholders (strategic finance, FP&A, tax) for ISL chargeback process, forecasting and quarterly and yearly compliance purposes
Prepare, review, and distribute monthly reports including P&L for each platform, data, and financial analysis to leadership; respond to ad-hoc data/analysis requests
Assist in preparing internal finance/accounting presentations to senior management
Data, Analytics & Technology
Translate business requirements into clear, actionable design and implementation plans
Develop models, specifications, workflows, and diagrams to support delivery of data analytics for proactive decision making for product managers and leadership
Design and maintain dashboards, reports, and KPI scorecards using Power BI and other tools in alignment with business needs
Support P&P team in calculating portfolio management metrics, including revenue and ROI, collaborating with ISL and finance stakeholders to understand data nuances and consolidating data from various data sources
Test, validate, and troubleshoot solutions to ensure data accuracy and functionality
Manage and prioritize competing demands from internal and external stakeholders; find creative solutions to meet diverse data needs
Evaluate and manage sensitive, confidential information and communications with sound judgment
Collaborate with finance and technology teams to enhance revenue tracking and forecasting capabilities
General
Handle other requests for routine finance, accounting, and administrative tasks
Additional responsibilities as identified. This description is not designed to encompass a comprehensive listing of required activities, duties or responsibilities
Education & Experience
What You’ll Need - Master List
Bachelor’s degree required (Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or related fields preferred)
5-6 years of relevant experience in finance, accounting, data analysis, sales operations, or consulting
Experience with Power BI, SQL, Excel (advanced), and financial/operational data analysis preferred
Experience with SAP and CRM systems (e.g., ServiceNow, Radius) is a plus
Skills & Knowledge
Proficiency in MS Word, Excel, PowerPoint, and Outlook
Strong understanding of financial reporting, budgeting, and forecasting
Familiarity with relational and non-relational databases; experience with SQL scripting required, python preferred
Power BI experience including data modeling, DAX, M Query, and implementing security models (e.g., row-level restrictions)
Soft Skills & Attributes
Excellent interpersonal and communication skills with the ability to interact professionally with senior executives and diverse teams
High degree of integrity and discretion with confidential information
Proven analytical thinking and organizational skills; high attention to detail
Ability to work independently on complex assignments and manage multiple priorities effectively
Creative problem solver who identifies process improvements and adapts quickly in a dynamic environment
Appetite for continuous learning and professional development

Work arrangement
Yes