Sr. Account Data and BI Analyst

Jackson Healthcare•Alpharetta, GA

2d•Onsite

About The Position

The Senior Accounting Data & BI Analyst partners with Accounting and Data stakeholders to understand processes and reporting needs and translate them into specifications and data pipeline requirements for the Data team. The role supports General Ledger, invoicing, month-end close, and forecasting processes. It documents data flows from multiple systems into Microsoft Fabric and Power BI, and uses SQL, Power BI, and scripting tools to automate and maintain finance data solutions within Azure. The analyst develops and maintains Power BI dashboards, reports, forecasting tools, and business intelligence solutions for Accounting. The role manages and prioritizes data and reporting requests, validates data and reconciles it against Workday and source ledger systems, and supports data quality and accuracy. In partnership with FP&A, the analyst develops forecasting data models combining financial and sales operations data and designs and maintains semantic models for Accounting reporting and workflow requirements.

Requirements

Bachelor's degree in finance, accounting, data analytics, information systems, or a related field.
3–5 years of experience in financial analysis, reporting, or data analytics.
Advanced SQL skills, including complex joins and query optimization on large datasets.
Working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Teams.
Ability to manage multiple competing priorities in a fast-paced environment.
Excellent oral and written communication skills.
Ability to build strong business relationships at all levels.
Strong interpersonal skills.
Strong attention to detail.
Strong organizational and time-management skills.
Ability to work independently and collaboratively.
Solid critical-thinking and creative problem-solving skills.
Ability to consistently meet goals, commitments, and deadlines.
Ability to work with sensitive information and maintain confidentiality.
Ability to adhere to and exhibit the Company Values.
Ability to interpret various instructions and deal with a variety of variables under only limited standardization.

Responsibilities

Perform advanced SQL development, including complex joins and query optimization on large datasets.
Develop Power BI reports and dashboards using DAX, Power Query, data modeling, and report design.
Use advanced Excel capabilities, including PivotTables, Power Query, complex formulas, and financial modeling.
Support data and reporting initiatives using Azure data services and Microsoft Fabric.
Work with financial systems and General Ledger data structures to support accounting processes and reporting.
Use AI-assisted tools for data cleaning, visualization, and forecasting.
Build forecasting and financial planning models to support business and financial objectives.
Manage and prioritize competing data and reporting requests from Accounting stakeholders.
Translate non-technical stakeholder needs into clear technical specifications.
Explain data and reporting requirements to accountants and engineers through written and verbal communication.
Replace manual, spreadsheet-heavy accounting workflows and month-end close reconciliations with automated scripts and data automation solutions.
Perform data validation checks and reconciliations against Workday and source ledger systems.
Document data flows from multiple systems into Microsoft Fabric and Power BI.
Develop and maintain semantic models that support Accounting reporting and workflow requirements.
May serve as a subject matter expert.
May work on special projects or other duties as assigned.

Benefits

Company-paid Basic Life and AD&D insurance.
Company-paid short- and long-term disability coverage.
Employee Assistance Program.
Compass Health Advocate and Transitions.
Healthcare benefit options, including Value Plan and High Deductible Plan with HSA.
Healthcare FSA and Dependent Care FSA.
Prepaid Legal Services.
529 Savings Plan.
Pet Insurance.
Paid parental leave.
Company-sponsored 401(k) plan with company matching.
PTO accrues at 15 days per year during the first year and increases with tenure.
Tuition reimbursement for continuing education.
On-site daycare and cafeteria, fitness center, and wellness clinic at the Alpharetta facility.