Financial Professional

Job Type: Full time

Job Title

Financial Data Analyst

Responsibilities

• Data Analytics Power BI

  • Design, build, and maintain Power BI dashboards and reports for client-facing management information and investor reporting packs
  • Build and maintain data models in Power BI, including DAX measures and Power Query (M) transformations
  • Develop and manage semantic models, dataflows, and lakehouses within Microsoft Fabric to support scalable, governed reporting
  • Design data pipelines to extract, clean, and transform data from client source systems (ERP, SIS/ management systems, general ledgers, etc.) into reporting-ready structures
  • Write SQL for data extraction, transformation, and validation
  • Own the end-to-end BI workstream for the client engagement requirements gathering, data modeling, dashboard build, QA, and iteration based on client feedback
  • Document data models, refresh schedules, and governance/access controls for client dashboards

• Financial Analysis Modeling

  • Conduct financial analysis and prepare three-statement models
  • Prepare equity trading comparables, precedent transaction analysis, and other valuation support analytics
  • Automate recurring management information and investor reporting packs using Excel and Power BI in combination
  • Assist in preparing management or investment presentations, information memorandums, and business plans

• General

  • Comply with IT policies and procedures and maintain security of client information at all times
  • Work directly with client stakeholders to translate business requirements into technical deliverables

  Requirements

• Must Have

  • 13+ years of hands-on experience building Power BI dashboards, including DAX and Power Query
  • Working knowledge of SQL for data extraction and transformation
  • Strong finance fundamentals ability to analyse financial statements and annual reports
  • Demonstrated proficiency in Excel and PowerPoint
  • Ability to prepare a three-statement financial model
  • Ability to conduct secondary research independently
  • Strong communication skills comfortable presenting data models and dashboards directly to client stakeholders
  • A team player with strong analytical rigor and attention to detail

• Nice-to-have

  • Exposure to Microsoft Fabric (semantic models, dataflows, lakehouse architecture)
  • Experience with data from education-sector, ERP, or school-management systems
  • Power BI Data Analyst Associate (PL-300) certification

• Qualification

  • Bachelors/Masters degree in Finance, Computer Science, Data Analytics, or a related field
  • Preferably CFA Level 1 (or progress toward it)
  • Power BI Data Analyst Associate (PL-300) certification is an advantage

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