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Financial Insights Analyst

2 months ago


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

Position Overview:
The Finance Data & Analytics team is expanding to meet the growing need for data-driven insights and analytical reporting. As a key member of this team, the Finance Data Analyst will collaborate with various departments to gather requirements and develop solutions that enhance our data and analytics capabilities.

Key Responsibilities:
In this role, you will:

  • Continuously seek to learn new skills and adapt to technological advancements.
  • Employ innovative thinking to identify and tackle significant business challenges and opportunities.
  • Establish yourself as a reliable resource for all teams within the Finance department.
  • Mentor and guide a Finance Data Analytics Intern.
  • Build strong, trust-based relationships with partners in the IT Data Team and other business units.

Data and Analytics Duties:
Your responsibilities will also include:

  • Collecting and documenting requirements for dashboards, reports, and potential process automations.
  • Engaging with department leaders to evaluate existing processes and pinpoint areas for improvement, enhancement, and automation.
  • Creating reports, dashboards, and processes based on defined requirements.
  • Utilizing tools such as Alteryx, Power BI, Power Automate, Microsoft Excel, and SSRS to develop solutions that enhance Finance's ability to deliver meaningful data to our business partners.
  • Building and executing test plans to ensure the accuracy of all new developments, enhancements, and updates.
  • Acting as a steward of the data utilized by Finance to guarantee its accuracy and completeness.
  • Collaborating with the Technology and Data Analytics Manager to review Finance-specific elements for our data hub, ensuring alignment with departmental needs.
  • Maintaining and supporting all initiatives under the Finance Data Analytics team to ensure both immediate and long-term success.
  • Creating training materials to empower associates with a self-service model.
  • Conducting training sessions for Finance Associates as required.
  • Completing other tasks as assigned by the Technology & Data Analytics Manager.

Qualifications:
To be successful in this role, you should possess:

  • A Bachelor's degree in Data Analytics, Data Science, Finance, Accounting, Computer Science, or a related field.
  • 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, and Microsoft Excel.
  • A passion for data, a commitment to continuous learning, and a natural curiosity about how data and technology can solve business challenges.
  • The ability to manage a backlog of work items and prioritize effectively while working independently or as part of a team.
  • Strong attention to detail, along with excellent organizational, time management, and critical thinking skills.