Business Intelligence / Data Analytics

Specialism

Data Analyst, Family Office, Private Equity

Compensation

$120,000 - 140,000 base

Are you passionate about bridging the gap between finance and technology? Our client is seeking a Finance Systems Analyst to play a critical role in optimizing and maintaining our financial systems, supporting the Accounting and FP&A teams with systems configuration, reporting, and data analysis.

 

This is a high-impact role, you’ll collaborate across Finance and IT to ensure data integrity, streamline reporting processes, and improve decision-making through strategic use of technology. You'll be instrumental in transforming how our client manage and use financial data.

Key Responsibilities

  • Support business needs through service ticket resolution and stakeholder facilitation.
  • Develop, update, and optimize dashboards and reports using tools like Power BI, Alteryx, and Tableau.
  • Monitor compliance with internal controls and data governance standards.
  • Configure workflows across financial systems (D365, Blackline, Coupa, Workday, Concur).
  • Collaborate with IT to manage system enhancements, upgrades, and integrations.
  • Create and manage data uploads and interfaces to ensure operational efficiency.
  • Represent Finance during IT support and systems implementation projects.
  • Conduct data analysis to support internal decision-making across finance functions.

What We’re Looking For

  • Bachelor’s degree in Finance, Accounting, or a related field (Master’s or CPA a plus).
  • Minimum 4 years in data analytics, accounting processes, or FP&A support.
  • Strong knowledge of ERP and financial systems (D365, Workday, Coupa etc.); experience with Alteryx, Power BI, and Tableau highly desirable.
  • Solid understanding of procurement, accounting workflows, and financial reporting.
  • Strong analytical, communication, and problem-solving skills. Ability to lead, collaborate, and influence across departments.



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