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.