FP&A BI Analyst

1 month ago

Austin, United States SNH Capital Partners Full time

SNH Capital Partners seeks a highly motivated and organized individual for a FP&A Business Intelligence Analyst role supporting our Director of Finance based in office at Austin, Texas The individual will be instrumental in reporting and improving our FP&A focus via leading the development of business intelligence solutions that collect, analyze, and present information to the business, and subsequently develop the solution to address the private investment business requirements. Supporting areas including Administration, Finance/Accounting, Portfolio Companies and other departments across the organization.


SNH requires team members to demonstrate strong in-person presence and balance the need to think strategically and take on significant levels of responsibility with the need to be self-reliant and execute at the ground level. The results-driven professional, shall have a high level of integrity and be accustomed to handling confidential and sensitive information.


This role promises both challenges and immense professional gratification. If you are a proactive, detail-oriented, and dedicated individual with a passion for ensuring a high-quality lifestyle and experience, we invite you to apply for this exciting role.


Essential Job Functions:


Operational and Business Objectives:

  • Collaborate with Executive Management, Accounting/Administrative, Investment Team, Business Strategy Transformation Team, and Portfolio Company teams to define and understand operational and business objectives, ensuring alignment with overall organizational goals.
  • Present financial data with actionable recommendations in monthly operational reviews with senior leadership & CEO.


Business Requirements and Metrics:

  • Gather and document business requirements, and Key Performance Indicators (KPIs) to establish benchmarks and evaluate success criteria.
  • Successful delivery of functional and technical components of Business Intelligence (BI) reporting solutions using Power BI and other systems utilized by the company.


Financial Planning:

  • Collaborate with Business Unit heads to build their annual budgets and forecasts.
  • Responsible for the design, development and delivery of timely, accurate, comprehensive financial operational reports and dashboards.
  • Integrate business financial reporting to provide Fund and Firm roll-up reporting.


Business Case Development:

  • Preparing business cases to support new investment, strategic and other business decisions.


Data Analysis & Reporting:

  • Analyze performance data from business, operations, and software systems to identify trends, patterns, and insights.
  • Convert business performance objectives and requirements into clear and actionable reports & presentations.


Interactive Reporting and Dashboards:

  • Build and test interactive operational reports, analytics, and dashboards using tools such as Tableau, Excel, or other suitable software, providing stakeholders with real-time access to relevant data.


Organization and Standardization of Data:

  • Develop requirements and lead implementation of data warehouse solution to assist with providing meaningful insight.


Query Development:

  • Execute queries to extract, transform, and analyze data from databases, Excel spreadsheets, and other relevant sources to support reporting and data analysis requirements.


Performance Improvement:

  • Collaborate with Operational teams to drive performance improvement initiatives based on analytical insights and best practices, identifying areas for optimization, efficiency, and process enhancements.


Collaboration and Project Management:

  • Work in a highly collaborative manner, engaging with cross-functional teams to ensure smooth project execution and timely delivery of analytical solutions.
  • Leverage project management skills to coordinate tasks, timelines, and resources effectively.


Required Skills and Experience:

  • Bachelor's degree in Finance, Computer Science, Information Systems, or related field
  • 3 or more years' experience in FP&A Reporting using Business Intelligence and Analytics software including Excel, Tableau, Power BI, Salesforce, or comparable visualization and dashboard tools
  • Financial modeling experience, developing long range planning models, M&A models, new service line models
  • Highly proficient with data analysis, analytics, & reporting, with a track record of delivering insights & actionable recommendations
  • Experience in report and dashboard development, data modeling, and data visualization
  • Process improvement experience with intellectual curiosity to figure out what's not working well and how to fix it, not just running reports
  • Experience presenting financial data in a way non-financial people can understand in monthly operational reviews with senior leadership
  • Exceptional leadership skills with the ability to interpret complex financial data and provide actionable insights to stakeholders
  • Proficiency in working with SQL databases, including data extraction, transformation, and analysis
  • Experience leading the design and development of system integration using APIs, FTP, and other integration software
  • Excellent verbal and written communication skills, with ability to work interactively and proactively with executives at all levels in the organization
  • Travel may be required as needed
  • Flexibility in work hours to accommodate the business needs, including occasional evenings and weekends.


SNH Capital Partners is an Equal Opportunity Employer.

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