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Financial Insights Analyst
2 months ago
The Finance Data & Analytics team is expanding to meet the growing demand for insightful data and analytical reporting. Reporting to the Technology & Data Analytics Manager, the Finance Data Analyst will act as an integral part of the team, collaborating with various departments to gather requirements and develop solutions that enhance the department's data and analytics capabilities.
Our team leverages its expertise not only to address identified business challenges but also to proactively seek opportunities for improvement and innovate solutions across the organization. We seek highly motivated individuals who are proactive, eager to learn, and ready to contribute both individually and as part of a team. A passion for data and the ability to help others understand how to utilize data to resolve business issues is essential for this role.
Our team thrives on the ability to collaboratively design and implement solutions for the Finance Department in an environment that promotes continuous improvement and learning. This position offers a unique opportunity to assist Finance in maximizing the effective use of data while driving innovation and efficiency.
As a Finance Data Analyst, your responsibilities will include:
General Duties:
- Challenge yourself to acquire new skills and adapt as technology evolves.
- Utilize creative thinking and innovative approaches to identify and address critical business challenges and opportunities.
- Establish yourself as a trusted resource for 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.
- Gather and document requirements for dashboards, reports, and potential process automations.
- Engage with department leaders to discuss existing processes and identify opportunities for improvement, enhancement, and automation.
- Develop reports, dashboards, and processes as specified by requirements.
- Utilize tools such as Alteryx, Power BI, Power Automate, Microsoft Excel, SSRS, and others to create solutions that enhance Finance's ability to deliver meaningful data to our business partners.
- Build and execute test plans to ensure the accuracy of all new developments, enhancements, and updates.
- Act as a steward of the data utilized by Finance to ensure its accuracy and completeness.
- Collaborate with the Technology and Data Analytics Manager to review Finance-specific elements targeted for use in our data hub, ensuring alignment with departmental needs.
- Maintain and support all initiatives under the Finance Data Analytics team to ensure both immediate and long-term success.
- Develop training materials to empower associates in a self-service model.
- Conduct training sessions for Finance Associates as necessary.
- Perform other tasks as assigned by the Technology & Data Analytics Manager.
- Bachelor's degree in Data Analytics, Data Science, Finance, Accounting, Computer Science, or related fields.
- 0-3 years of experience in the Financial Industry.
- Experience with data analysis, data profiling, and data modeling; SQL knowledge is beneficial but not mandatory.
- Familiarity with tools such as Alteryx, Power BI, SQL Server Management Studio, Microsoft Excel, etc.
- A passion for data, a commitment to continuous learning, and a natural curiosity about how data and technology can be leveraged to solve business challenges.
- Ability to manage a backlog of work items and prioritize effectively while working independently or as part of a team.
- Detail-oriented with strong organizational, time management, and critical thinking skills.
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.
