Financial Business Intelligence Analyst

Benefits:

Bonus based on performance

Health insurance

Paid time off

As a Financial Business Intelligence Analyst, will leverage data analytics, financial modeling, and business intelligence tools to transform complex financial data into actionable insights. You will work cross-functionally with finance and IT teams to design dashboards, build ETL pipelines, and deliver intelligence reports that drive strategic decision-making for clients and internal stakeholders.

Job Responsibilities

•       Analyze large financial datasets to identify trends, patterns, and anomalies in revenue, cost, and investment performance using Python (Pandas, NumPy) and SQL
•       Design and develop interactive financial dashboards and reports using Power BI and Tableau for client decision-making and KPI tracking
•       Build and maintain ETL pipelines using SQL Server Integration Services (SSIS) to consolidate financial data from multiple source systems into centralized data warehouses
•       Perform variance analysis comparing actual vs. budgeted financial performance and present findings to client stakeholders
•       Develop quantitative models for portfolio performance analysis, asset allocation, and risk assessment applying Modern Portfolio Theory and statistical methods
•       Conduct scenario analysis and stress testing on financial models to evaluate investment strategies and risk exposure
•       Calculate and monitor risk metrics including Value at Risk (VaR), Sharpe Ratio, and drawdown analysis for client portfolios
•       Utilize Bloomberg Terminal data to support financial market analysis, equity research, and investment reporting
•       Write and optimize complex SQL queries, stored procedures, and views to support financial reporting environments
•       Translate business requirements from finance teams into technical BI specifications and deliver actionable financial intelligence reports
•       Document data definitions, business rules, and financial reporting standards for internal and client use
•       Collaborate with IT and finance teams to ensure data integrity and accuracy across SQL Server databases supporting financial reporting

Experience Required

•       3+ years’ experience in a financial analytics, business intelligence, or data analyst role — experience in financial services or investment management is ideal
•       Proven track record of delivering end-to-end BI solutions, from gathering business requirements through deployment and stakeholder presentation
•       Strong understanding of financial concepts including P&L analysis, budgeting and forecasting, portfolio analytics, and risk management
•       Hands-on experience with ETL development and data warehouse architecture
•       Demonstrated ability to translate complex financial data into clear, visually compelling dashboards and reports
•       Experience working with large-scale relational databases and writing advanced SQL
•       Familiarity with Agile/Scrum development environments
•       Excellent analytical, communication, and organizational skills with the ability to present to both technical and non-technical audiences
•       Positive, solution-focused attitude with the ability to manage multiple priorities
•       Ability to influence key stakeholders on data-driven decisions
•       Customer or client-facing experience is a strong plus

Essential and Desirable Skills

•       Proficiency in Power BI (DAX, Power Query, data modeling) and Tableau for interactive dashboard development
•       Advanced SQL skills including stored procedures, CTEs, window functions, and query optimization on SQL Server
•       Experience with Python for data analysis (Pandas, NumPy, Matplotlib/Seaborn) and automation
•       Hands-on experience with SSIS for ETL pipeline development and data integration
•       Working knowledge of Bloomberg Terminal for financial data retrieval and market analysis
•       Knowledge of statistical methods and quantitative finance concepts (VaR, Sharpe Ratio, Monte Carlo simulation) is a strong plus
•       Familiarity with Excel-based financial modeling including VBA/macros
•       Experience with version control systems (Git) and CI/CD practices for BI deployments
•       Knowledge of cloud-based data platforms (Azure SQL, Azure Data Factory, AWS Redshift) is a plus
•       Working knowledge of Jira and Confluence for project tracking and documentation
•       Exposure to R, SAS, or MATLAB for advanced statistical analysis is desirable

Educational Requirements
Bachelor’s or Master’s degree in Finance, Economics, Data Science, Statistics, Computer Science, Information Systems, or a related quantitative field.

This is a remote position.