Data Analyst - Strategic Finance and Operations

In this role within Platforms & Partnerships, Strategic Finance and Operations team, the Data Analyst will work with financial and operational data to create insightful reports and dashboards, enabling business decision-making and supporting our global strategy.

You will take ownership of projects and work with team members to deliver solutions that meet the needs of internal functions and leadership of the Firm.

The ideal candidate will have a solid data foundation and experience using Power BI in data analysis, data transformation, modeling, and visualizations with an appetite for continuous learning and development. This role is an exciting opportunity to join an accomplished and professional organization with a sustained track record of growth, development, and innovation. Your career here is yours to own and grow alongside the Firm.

The weight of this role sits on the data and analytics side. Power BI and SQL are the core requirement; the finance and accounting domain knowledge can be built on the job with support from the team.

What You’ll Do

1. Translate business requirements into clear, actionable design and implementation plans.
2. Develop models, specifications, workflows, and diagrams to support delivery of data analytics for proactive decision making for product managers and leadership.
3. Design and maintain dashboards, reports, and KPI scorecards using Power BI and other tools in alignment with business needs.
4. Support P&P team in calculating portfolio management metrics, including revenue and ROI, collaborating with ISL and finance stakeholders to understand data nuances and consolidating data from various data sources
5. Test, validate, and troubleshoot solutions to ensure data accuracy and functionality.
6. Manage and prioritize competing demands from internal and external stakeholders; find creative solutions to meet diverse data needs.
7. Evaluate and manage sensitive, confidential information and communications with sound judgment.
8. Collaborate with finance and technology teams to enhance revenue tracking and forecasting capabilities

Finance, Accounting, and Reporting

1. Translate inputs from people roster (FTEs and ICs), vendor agreements (SOWs) and invoices into budget and forecast models
2. Assist with tracking P&P team spend for budget, actual and forecast at the platform level
3. Assist in budgeting and forecasting processes; support the preparation and presentation of materials for firm leadership.
4. Review and validate vendor invoices and time/expense submissions; ensure accuracy and track to estimated capitalization
5. Support P&P team with billing code set up, coding of invoices and tracking of spend
6. Review and reconcile vendor invoices with internal reports to ensure hours and billing rates are accurately captured before payment is made to vendors
7. Provide necessary data to finance stakeholders (strategic finance, FP&A, tax) for ISL chargeback process, forecasting and quarterly and yearly compliance purposes
8. Prepare, review, and distribute monthly reports including P&L for each platform, data, and financial analysis to leadership; respond to ad-hoc data/analysis requests.
9. Assist in preparing internal finance/accounting presentations to senior management.

General

1. Handle other requests for routine finance, accounting, and administrative tasks.
2. Additional responsibilities as identified.

Requirements

Education & Experience:

1. Bachelor’s degree required (Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or related fields preferred).
2. 4–5 years of relevant experience in data analysis, business intelligence, finance, or consulting. Candidates slightly outside this range will be considered for the right profile.
3. Hands-on experience with Power BI and SQL is required. Advanced Excel and exposure to financial or operational data analysis expected.
4. Experience with SAP and CRM systems (e.g., ServiceNow, Radius) is a plus.

Skills & Knowledge

1. Power BI experience including data modeling, DAX, M Query, and implementing security models (e.g., row-level restrictions).
2. Familiarity with relational and non-relational databases; experience with SQL scripting required, python preferred.
3. Proficiency in MS Word, Excel, PowerPoint, and Outlook.
4. Working understanding of financial reporting, budgeting, and forecasting, or a demonstrated interest in building it. Depth on the finance and accounting side can be developed on the job.

Soft Skills &Attributes

1. Excellent interpersonal and communication skills with the ability to interact professionally with senior executives and diverse teams.
2. High degree of integrity and discretion with confidential information.
3. Proven analytical thinking and organizational skills; high attention to detail.
4. Ability to work independently on complex assignments and manage multiple priorities effectively.
5. Identifies problems and comes back with a recommendation, not only a description of the problem. Connects proposed work to business impact and can explain why it should be prioritized.
6. Comfortable in a fast-moving and ambiguous environment. The team operates like a start-up inside a global firm and many processes are still being built.
7. Able to take ownership of business stakeholder relationships and run those conversations without supervision within the first three months.
8. Appetite for continuous learning and professional development.

Other Requirements

1. Strong written and verbal communication skills in English. This role interfaces directly with senior business stakeholders, many of them from a consulting background, and is expected to hold those conversations independently.