Business Intelligence Analyst, Data Insights
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Job Description
Analyst providing data insights and supporting decision-making across the firm. Collaborating with leaders to enhance financial and operational data analysis.
Responsibilities:
- Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems.
- Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik).
- Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance.
- Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights.
- Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services.
- Support data quality initiatives and ensure data integrity across reporting solutions.
- Document processes, methodologies, and data definitions to support transparency and repeatability.
- Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services.
- Present findings and recommendations to stakeholders in clear, compelling formats.
- Assist in the automation of reporting and analytics processes.
Requirements:
- College Degree or equivalent required
- 1 year related experience
- Proficient use of applicable technology
- Ability to follow technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
- Ability to travel as required by business and on-call availability
- Able to lift up to 50 lbs
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