Officer 3, Business Intelligence (BI) Analyst - Finance
Core
An experienced preparer role responsible for handling routine ETL and data processing activities, performing pre-validation checks, and preparing draft inputs for senior review in a Finance context.
Role type
Senior IC Business Intelligence Analyst (Finance)
Builds
Recurring report inputs, draft report components, and validated data sets for client-specific requirements.
Domain
Finance / Investment Services / Data Engineering
Deliverable
production ML models | product features | dashboards & analysis
Required skills
ETL processes, data extraction, data transformation, MS SQL, Data Warehouse concepts, data visualization, Tableau, Power BI, Macro/VBA, advanced Microsoft Excel
Preferred skills
Troubleshooting technical issues, handling complex or unstructured data, data storytelling, process improvement, mentoring junior team members
Technologies
MS SQL, Tableau, Power BI, VBA, Excel
Responsibilities
Perform ETL activities across routine data sources; prepare recurring report inputs and conduct pre-validation checks; maintain understanding of client-specific requirements; document exceptions and escalate risks; support operational efficiency through knowledge sharing and process improvement discussions.
Seniority
Senior, hands-on IC