Business Analyst

Business Intelligence / Data Analyst (Reporting \& Modernization)

About the Rol

eWe are looking for a proactive, detail-oriented

BI / Data Analys

t to join our team and play a key role in evaluating, refining, and modernizing our reporting landscape. In this role, you will sit at the intersection of business and technology—analyzing legacy reporting assets, conducting deep-dive data reconciliations, and partnering with stakeholders to define our future-state data experience

.

If you excel at untangling complex reporting dependencies, investigating data variances, and turning ambiguous business requirements into streamlined, high-quality data solutions, this role is for yo

**u.

Key Responsibilit**

• iesData Validation \& Quali

ty: Perform rigorous data validation and reconciliation to identify, investigate, and resolve data variances, ensuring complete reporting accura

• cy.Report Rationalization \& Modernizati

on: Audit existing spreadsheets, legacy reports, and data assets to provide strategic recommendations for consolidation, modernization, or retireme

• nt.Process \& Flow Documentati

on: Map and document current-state business rules, data flows, process logic, and reporting dependencies to build clear blueprints for future syste

• ms.Stakeholder Facilitati

on: Lead requirements-gathering sessions across business and tech teams, effectively bridging the gap between business needs and technical executi

• on.Future-State Strate

gy: Partner with cross-functional leadership to define and build scalable, user-friendly future-state reporting and data environmen

**ts.

What We’re Looking**

• ForTechnical Proficie

ncy: Advan

ced

SQL skills and expert-le

vel E

xcel capabilities; hands-on experience with modern data platforms (e.g., Snowflake, Databricks) and BI tools (Power BI, Tableau, Looker) is highly prefer

• red.Data \& Process Analy

sis: Proven track record in data quality management, variance analysis, and documenting end-to-end data pipeli

• nes.Requirements \& Communicat

ion: Strong facilitation and documentation skills with a demonstrated ability to translate complex business needs into technical specificati

• ons.Education \& Experie

nce: 3\+ years of experience in a Data Analyst, BI Analyst, or Data Business Analyst role focused on reporting infrastructure and validat

**ion.

Bonus Qualifications (Nice to**

• Have)Domain experienc

e in investment holdings, portfolio reporting, or investment opera

ti

ons. (Strong analytical and modernization experience remains our top prior

**ity!)

Who Y**

• ou AreMeticulous \& Analy

tical: You have high attention to detail and love solving data pu

• zzles.Comfortable with Ambi

guity: You can take a complex, unstructured problem, bring order to it, and drive work forward with minimal over

• sight.Owner Mi

ndset: You take strong accountability for project outcomes and possess the drive to see initiatives through from assessment to del

• ivery.Trusted Collabo

rator: You communicate clearly and easily build credibility with both business leaders and technical par

tners.