Financial Business Intelligence Analyst

TECHOAUTH SOLUTIONS LLC

8d•Remote

About The Position

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.

Requirements

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

Nice To Haves

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

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