Financial Intelligence Analyst
Core
Build the reporting, data, and systems layer for Finance and executive leadership, including dashboards, Board & IR materials, and finance process automation.
Role type
Analyst (Financial Intelligence)
Builds
Dashboards, Board & IR materials, finance process automation tools
Domain
SaaS / Insurance Technology / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Excel, SQL, Python, Power BI, Tableau, Workday, Adaptive Planning, Essbase, data analysis, P&L analysis, data quality governance, process automation
Preferred skills
None explicitly stated as preferred (listed as 'plus' in requirements)
Technologies
Workday, Adaptive Planning, Essbase, Power BI, Microsoft Fabric, SQL, Python, Tableau
Responsibilities
Maintain and improve financial reports and dashboards; perform ad-hoc corporate analysis for senior leadership; support Monthly Operating Review and investor relations materials; identify and reconcile inconsistencies across source systems; partner with FP&A and Operations to automate manual processes; build reusable tools and documentation.
Seniority
Entry-level (0–3 years experience)
