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

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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