Financial Data Analyst

Responsibilities

• 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.
• 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.

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.