Sr. Account Data and BI Analyst

Jackson Healthcare • Alpharetta, GA

3d

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. 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, performs data validation checks and reconciliations 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.
• 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 Company Values.
• Ability to interpret various instructions and deal with a variety of variables under 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.
• Document data flows from multiple systems into Microsoft Fabric and Power BI.
• Perform data validation checks and reconciliations against Workday and source ledger systems.
• Develop forecasting data models with FP&A that combine financial and sales operations data.
• Design and maintain semantic models supporting Accounting reporting and workflow requirements.
• May work on special projects or other duties as assigned.
• May serve as a subject matter expert.

Benefits

• Company-paid basic life and AD&D insurance, short- and long-term disability, Employee Assistance Program, Compass Health Advocate, and Transitions.
• Healthcare benefit options, including Value Plan, High Deductible Plan with HSA, Healthcare FSA, Dependent Care FSA, prepaid legal services, 529 Savings Plan, and pet insurance.
• Paid parental leave.
• Company-sponsored 401(k) plan with company matching.
• PTO accruing at 15 days per year during the first year, increasing with tenure.
• Tuition reimbursement for continuing education.
• Access to an on-site daycare and cafeteria, fitness center, and wellness clinic at the Alpharetta facility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior