Senior Financial Analyst (Tableau & Power BI Developer)

Seneca Holdings•San Antonio, TX

About The Position

Western Door Federal is seeking an accomplished Senior Financial Analyst to support our U.S. Government client's mission by leveraging Tableau, Power BI, and advanced analytical techniques to develop decision-ready, audit-ready financial reporting products, reconciliations, dashboards, and management insights. The successful candidate will combine strong financial management knowledge with data analytics expertise to support reporting, reconciliation, audit response, and leadership decision-making activities. This position requires a proactive professional who can translate financial management requirements into meaningful reporting solutions, analyze complex datasets, identify trends and exceptions, and communicate findings to stakeholders at all levels of the organization. The ideal candidate will possess experience using Tableau and Power BI to support financial analysis and reporting while maintaining a strong understanding of financial operations, reconciliation processes, and audit readiness requirements.

Requirements

U.S. citizenship and ability to obtain and maintain a Public Trust investigation.
Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, Data Analytics, Mathematics, Statistics, Economics, Computer Science, or a related field.
5+ years of experience supporting financial analysis, financial reporting, reconciliation, budget execution, audit support, business intelligence, data analytics, or related financial management functions.
Demonstrated experience developing, designing, maintaining, and supporting Tableau and/or Power BI dashboards, reports, scorecards, datasets, and visualizations.
Experience supporting complex financial or business operations through the analysis, validation, and reporting of financial and operational data.
Experience translating financial, accounting, reconciliation, or business requirements into dashboards, reports, analytical products, or decision-support tools.
Experience extracting, cleansing, validating, and analyzing data from multiple sources.
Strong proficiency with Microsoft Excel and standard business productivity tools.
Proficiency in SQL and experience working with relational databases.
Strong analytical, problem-solving, and critical-thinking skills.
Excellent written and verbal communication skills with the ability to communicate effectively with both technical and non-technical audiences.
Demonstrated ability to manage multiple priorities and deliver high-quality work products in a fast-paced environment.

Nice To Haves

Experience supporting DHA, DoD, federal financial management, audit readiness, financial reporting, or related mission support initiatives.
Advanced experience developing Tableau and/or Power BI dashboards, reports, scorecards, visualizations, and executive reporting products.
Experience with Tableau Prep, Tableau Server administration, Power BI Service administration, or comparable reporting environments.
Familiarity with financial reconciliation processes, audit response activities, internal controls, financial data validation, or management reporting.
Experience developing executive dashboards, management reports, scorecards, performance metrics, or decision-support products used by leadership.
Experience leading projects, mentoring junior staff, or coordinating analytical activities across multiple stakeholder groups.
Experience with data visualization, data warehousing concepts, ETL processes, business intelligence tools, or advanced reporting capabilities.
Experience with Qlik, Power BI, Tableau, or other business intelligence platforms.
Experience with Python, R, statistical analysis, predictive modeling, or advanced analytics techniques.
Familiarity with healthcare financial management, ERP systems, or large-scale federal financial operations.

Responsibilities

Support Financial Management Operations: Analyze financial data, reporting requirements, business processes, and operational performance metrics to support client leadership decision-making and organizational objectives.
Develop Financial Reporting Solutions: Design, develop, maintain, and enhance Tableau and/or Power BI dashboards, reports, scorecards, and visualizations that provide timely, accurate, and actionable financial and operational information.
Perform Financial Analysis and Reconciliation: Conduct financial analyses, reconciliations, variance analyses, and data validation activities to support reporting accuracy and financial decision-making.
Support Audit Readiness Activities: Analyze financial data and supporting documentation to assist audit response efforts, financial data validation, internal control initiatives, and reporting accuracy improvements.
Transform Data into Actionable Insights: Identify trends, anomalies, risks, and opportunities within financial and operational datasets and provide meaningful recommendations to stakeholders and leadership.
Develop and Maintain Reporting Datasets: Extract, cleanse, validate, and organize data from multiple sources to support recurring and ad hoc reporting requirements.
Translate Business Requirements into Reporting Solutions: Work closely with financial managers, analysts, and stakeholders to gather requirements and develop dashboards, visualizations, and analytical products that support operational and strategic objectives.
Respond to Leadership Data Requests: Perform ad hoc analyses and develop executive-level reporting products that support emerging requirements and decision-making needs.
Coordinate Across Functional Teams: Collaborate with financial management personnel, operational stakeholders, and technical teams to resolve reporting issues, improve data visibility, and promote data-driven decision-making.
Manage and Mentor Analysts: Provide guidance, coaching, quality review, and workload management support to analysts supporting financial reporting and analytical initiatives.
Communicate Analytical Findings: Present financial analyses, reporting results, trends, risks, and recommendations to client leadership and stakeholders in a clear and concise manner.