Financial Data Analyst

1 month ago

Milwaukee, United States Robert W. Baird & Co. Full time

The Finance Data & Analytics team is growing to support the increasing demand for data and analytical reporting. Reporting to the Technology & Data Analytics Manager, the Finance Data Analyst will serve as an extension of the team while collaborating with teams and individuals across the department to gather requirements and build out solutions to further enhance the department's data and analytics capabilities.

Our team utilizes our skills to not only solve business problems that have already been identified, but also proactively address opportunities for improvement and create innovative solutions across the department. We look for highly motivated individuals who are proactive, eager to learn, and ready to contribute both as an individual and as a part of a team. Having a passion for data and helping others understand the ways in which we can leverage data to solve business problems is a crucial component of this role.

The team thrives on an ability to collaboratively build and deliver solutions for the Finance Department in an environment that fosters continuous improvement and learning. This role is a unique opportunity to help Finance in their journey to use data in the most effective manner possible while driving innovation and efficiency. We invite you to check our freshly launched Finance Landing Page to learn more about our Associates and teams

As a Finance Data Analyst, your responsibilities will include:

General Duties

  • Challenge yourself to learn new skills and evolve as technology advances
  • Utilize creative thinking and innovative skills to help identify and address critical business problems and opportunities
  • Establish yourself as a trusted resource to all teams within Finance
  • Provide guidance and mentorship to a Finance Data Analytics Intern
  • Build strong, trust-based relationships with our partners on the IT Data Team and within business units
Data and Analytics
  • Gather and document requirements for dashboards, reports, and potential process automations
  • Meet with department leaders to discuss existing processes and identify improvement, enhancement, and automation opportunities
  • Build reports, dashboards, processes, etc. as defined by requirements
  • Use tools such as Alteryx, Power BI, Power Automate, Microsoft Excel, SSRS and others to develop solutions which increase Finance's ability to provide meaningful data back to our business partners
  • Build and execute test plans to validate accuracy of all new development, enhancements, and updates
  • Serve as a steward of the data that is used by Finance to ensure accuracy and completeness
  • Partner with the Technology and Data Analytics Manager on reviewing the Finance specific elements targeted for use in our data hub to ensure alignment to departmental needs
  • Maintain and support all items under the purview of the Finance Data Analytics team to ensure immediate and long-term success of the items built by the Finance Data Analytics team
  • Develop training materials to be utilized by associates to help empower a self-service model
  • Conduct training sessions for Finance Associates as needed
  • Other tasks as assigned by the Technology & Data Analytics Manager
What we need from you:
  • Bachelor's degree in Data Analytics, Data Science, Finance, Accounting, Computer Science, or related fields
  • 0-3 years of Financial Industry experience
  • Experience with data analysis, data profiling, data modeling, SQL knowledge is helpful, but not a requirement
  • Familiarity with tools such as Alteryx, Power BI, SQL Server Management Studio, Microsoft Excel, etc.
  • Have a passion for data, an appetite for continuous learning, and possess a natural curiosity in understanding how data and technology can be used to solve business problems
  • Ability to manage a backlog of work items and prioritize appropriately while working individually or as a team
  • Detail oriented and exhibits organizational, time management, and critical thinking skills


#DI

#LI-YA1

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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