Senior Data BI Analyst

U.S. Orthopaedic Partners•Alpharetta, GA

About The Position

The Senior Data BI Analyst reports to the Data & Analytics Manager and supports reporting, business intelligence, and financial analysis across the organization. The role maintains and enhances reporting solutions and develops data models, Power BI dashboards, and automated workflows to improve data accessibility, accuracy, and efficiency. In partnership with Finance, the analyst develops automated data loads, validates financial reporting, investigates discrepancies and performance variances, and responds to ad hoc analytical requests. The role combines technical data skills and financial acumen to translate business needs into reliable, actionable reporting for corporate leadership and practice-level stakeholders. The analyst independently maintains, troubleshoots, and enhances Power BI dashboards and recurring reports; writes and maintains SQL queries; and manages reporting solutions from requirements gathering and development through validation, implementation, and ongoing support. The role also builds financial, operational, and provider-performance dashboards and data models joining general ledger, payroll, revenue cycle, and practice operations data. It validates dashboards against the general ledger and Financial Workbook, automates recurring Excel and Jet Reports processes, addresses data quality issues with Accounting and Revenue Cycle teams, and trains finance and operations users on self-service dashboards.

Requirements

  • Bachelor's degree in Data Analytics, Finance, Accounting, Economics, Information Systems, or a related field.
  • Approximately 3–5 years of relevant experience in data analytics, business intelligence, reporting, or a related analytical role.
  • Advanced Excel skills, including lookups, pivot tables, and nested functions, with exposure to Power Query.
  • Ability to understand the general ledger and reconcile it with dashboards and reporting.
  • Hands-on experience with Power BI or a similar tool, including independently developing and modifying dashboards, data models, measures, and report layouts.
  • Proficiency in SQL, including joins, aggregations, multi-table queries, and investigating data discrepancies.
  • Ability to manage routine responsibilities independently and collaborate with cross-functional stakeholders on larger initiatives.
  • Experience communicating analytical findings to technical and nontechnical audiences.

Nice To Haves

  • At least 2 years in FP&A, financial analysis, or data analytics/BI, with at least 2 years building Power BI or similar reports.
  • Healthcare services, physician practice management, or ASC experience; familiarity with Revenue Cycle data and workflows.
  • Experience with Mod Med, Great Plains, Jet Reports, UKG, or similar systems.
  • Python, Microsoft Fabric or data warehouse experience, or AI and automation tools.
  • Experience in a private equity-backed or multi-entity environment.

Responsibilities

  • Independently maintain, troubleshoot, and enhance assigned Power BI dashboards and recurring reports, ensuring accuracy, reliability, and alignment with business needs.
  • Write, maintain, and troubleshoot SQL queries to retrieve, join, aggregate, and analyze data across multiple sources.
  • Manage reporting solutions through requirements gathering, development, validation, enhancements, and ongoing user support.
  • Create and deliver weekly and monthly operations reporting.
  • Support the Data & Analytics Manager with data discovery, metric creation, and reporting needs for the platform-wide reporting suite.
  • Build and maintain Power BI dashboards for financial, operational, and provider performance.
  • Design data models that join general ledger, UKG payroll, revenue cycle, and practice operations data.
  • Write and tune SQL queries against Great Plains and other source systems.
  • Validate dashboards against the general ledger and Financial Workbook, and document data sources and tie-outs.
  • Support executive-level management with metric delivery and reporting validation.
  • Maintain a broad understanding of the data scope to provide next-level analysis.
  • Create, own, and deliver new reporting requests on the requested cadence.
  • Automate recurring Excel and Jet Reports processes into repeatable data pipelines.
  • Find and fix data quality issues at the source in collaboration with Accounting and Revenue Cycle teams.
  • Train finance and operations users on self-service dashboards.
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