Financial BI Analyst
About The Position
Alteva RCM is seeking a detail-oriented and analytical Financial BI Analyst to design and develop Power BI reports and dashboards, analyze financial and operational data, and integrate multiple data sources to deliver actionable business insights. The role requires strong SQL and Power BI experience, an understanding of accounting and financial concepts, and the ability to work with large and complex datasets. The analyst will develop, maintain, and optimize BI dashboards, reports, and data models; identify trends, variances, and business opportunities in financial data; and build reporting solutions from information sourced from ERP systems, databases, APIs, and spreadsheets. The role partners with finance, accounting, and operations teams to establish reporting requirements and KPIs, ensures reporting data is accurate and consistent, and documents data models, reporting logic, and BI processes.
Requirements
- Bachelor’s degree in Finance, Data Analytics, or a related field.
- At least 3 years of experience in Business Intelligence, Financial Analysis, or Data Analytics.
- Strong experience with Power BI.
- SQL skills for querying and manipulating large datasets.
- Experience integrating multiple data sources and building scalable reporting solutions.
- Understanding of accounting principles and financial reporting concepts.
- Excellent analytical, problem-solving, and communication skills.
- Experience working with big data environments and high-volume datasets.
Nice To Haves
- Experience with RCM.
- Experience with QuickBooks.
- Experience with Salesforce.
- Experience with ERP systems such as NetSuite.
- Knowledge of ETL processes and data warehousing concepts.
- Experience with Python, Azure, Snowflake, or cloud-based analytics platforms.
Responsibilities
- Develop, maintain, and optimize Power BI dashboards, reports, and data models.
- Analyze financial data to identify trends, variances, and business opportunities.
- Integrate and transform data from multiple sources, including ERP systems, databases, APIs, and spreadsheets.
- Write complex SQL queries to extract, clean, and validate large datasets.
- Partner with finance, accounting, and operations teams to define reporting requirements and KPIs.
- Ensure data accuracy, consistency, and integrity across reporting environments.
- Translate business requirements into scalable BI solutions.
- Document data models, reporting logic, and BI processes.
Benefits
- Health insurance.
- Dental insurance.
- Vision insurance.
- Employee assistance plan.
- Paid family leave.
- Short-term disability insurance.
- Life insurance.
- 401(k) plan with employer match.
- Flexible spending accounts.
- Employee discount program.
- Employee referral program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
