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.

What You’ll Need – Master List

Education & Experience

• 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.