Role Overview
This position is responsible for transforming intricate financial data into intuitive, decision-ready reporting through a robust data platform. The Senior Financial BI Analyst will collaborate directly with Finance, Accounting, and FP&A teams to enhance visibility into cashflow, improve forecasting precision, and deliver analytics that guide strategic business choices.
Key Responsibilities
- Develop and maintain sophisticated dashboards focused on financial operations, including cashflow monitoring, revenue and expense projections, budget versus actual analysis, and comparative period reporting.
- Collaborate with FP&A and Accounting to convert financial models and forecasts into scalable, automated business intelligence solutions.
- Support monthly financial close processes, ongoing forecast updates, and scenario-based planning initiatives.
- Engage cross-functionally with Finance, Operations, and leadership to identify reporting requirements and deliver tailored analytics.
- Monitor advancements in BI platform capabilities and assess how automation and intelligent workflows can streamline financial reporting.
Required Qualifications
- At least five years in a senior BI or data analyst role with direct experience serving finance or accounting departments.
- Proven background in cashflow reporting, financial forecasting, and FP&A processes.
- Familiarity with financial statements, accounting cycles, and core financial KPIs.
- Ability to independently convert business and accounting logic into data structures and dashboard functionality.
- Advanced proficiency in SQL and experience with data modeling, ETL design, and BI platforms such as Tableau, Power BI, or Domo.
- Experience integrating data from multiple financial systems and handling large, complex datasets.
- Knowledge of ERP or accounting software like NetSuite, QuickBooks, Sage, or SAP is strongly preferred.
- Strong communication skills with the ability to translate technical findings into clear financial narratives.
- Adaptability in fast-moving environments with shifting priorities, month-end deadlines, and evolving stakeholder needs.
Preferred Qualifications
- Degree in Finance, Accounting, Data Analytics, or a related discipline.
- CPA or other finance certifications are advantageous.
- Hands-on experience with Domo is highly desirable.
- Track record building cashflow models, rolling forecasts, or budget-to-actual dashboards in a major BI tool.
- Direct experience working within or alongside FP&A or Accounting teams.
- Understanding of financial consolidation, multi-entity reporting, or intercompany eliminations.
Technical Environment
SQL, Tableau, Power BI, Domo, NetSuite, QuickBooks, Sage, SAP
Work Environment
This role operates in a hybrid model with team members based in Bangalore and Gurgaon. Remote work options are supported under a flexible policy, enabling collaboration with U.S.-based colleagues. The organization emphasizes a people-first culture, professional growth, and inclusion.
Company Culture
The workplace values authenticity, mutual respect, and the celebration of diverse backgrounds. It fosters an environment where differences in lifestyle, education, race, age, religion, ability, sexual orientation, and gender identity are embraced. The firm is committed to equity and inclusion and has been recognized repeatedly as a top workplace in South Florida.
