Senior Associate, Finance Data Analytics & Insights - SLC Management
Core
Bridge between finance business stakeholders and data infrastructure to translate requirements into executive-ready analytics, reporting, and insights for asset management leadership.
Role type
Senior Associate, Finance Data Analytics & Insights
Builds
Management reporting packages, Power BI dashboards, automated finance data operations, and GenAI-enabled data repositories.
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Business acumen in alternative asset management, Data modeling and governance, Management reporting, Power BI, SQL, Enterprise FP&A tools (OneStream/Anaplan), Excel, PowerPoint, People leadership, Project management
Preferred skills
Generative AI application, Database management, Coding (Python/VBA), CPA/CFA certification
Technologies
Power BI, Snowflake, OneStream, Anaplan, Hyperion, Microsoft 365 Copilot, SQL, Python, VBA
Responsibilities
Translate business questions into data solutions, Own and maintain finance data for external reporting, Produce management metrics and analysis, Build and maintain BI dashboards, Automate finance data operations, Coach and develop junior team members, Prepare executive presentations
Seniority
Senior, hands-on IC with management accountability
