Data Insights and Analytics (DIA) Financial Analyst
Description -
Job Summary
This role supports the Data, Insights, and Analytics (DIA) team in identifying, designing, and implementing digital solutions that enhance financial reporting and insights generation. The analyst will work closely with DIA project leads, finance stakeholders, and technical partners to convert Excel-based reporting into scalable Power BI dashboards and to explore AI-enabled solutions for financial analysis.
The role is highly hands-on , requiring strong technical capabilities in data modeling, visualization, and automation. In addition to contributing to solution development, the analyst will assist with coordinating project activities, tracking progress, and supporting stakeholder engagement.
Key focus areas include:
Asset Transformation – Converting legacy Excel reports into scalable, governed Power BI assets
User Experience – Enhancing usability, adoption, and accessibility of reporting solutions
AI Enablement – Supporting development and experimentation of AI tools (e.g., Copilot, approved agents) to generate financial insights
Business Optimization – Applying analytics to solve real business problems and improve decision-making
Responsibilities
Support development of Power BI dashboards and data models , including data transformation, validation, and visualization design
Partner with DIA team members and business stakeholders to identify candidate reports for digitalization and define solution requirements
Contribute to design and implementation of AI-enabled use cases , leveraging approved tools (e.g., Copilot, internal agents) to enhance financial insights
Assist in tracking DIA initiatives within the Plan of Record (POR) , including status updates, dependencies, and risks
Collaborate with asset owners and finance teams to ensure data accuracy, consistency, and usability of transformed assets
Support testing, quality assurance, and documentation for dashboards and analytics solutions
Help prepare regular updates and materials for leadership , summarizing progress, insights, and key issues
Contribute to process improvement efforts , identifying opportunities to streamline reporting and analysis workflows
Education & Experience Recommended
Four-year or Graduate Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence.
4–7 years of experience
Experience in financial analysis, reporting, or analytics roles
Demonstrated experience working with data tools (Power BI preferred)
Knowledge & Skills
Strong foundation in financial analysis and accounting principles
Hands-on experience with Power BI, Power Query, and Excel-based data transformation
Familiarity with data modeling, visualization best practices, and dashboard design
Interest or experience in AI-enabled analytics tools (e.g., Copilot, automation tools)
Strong analytical and problem-solving skills
Effective communication and collaboration skills
Ability to work in a team environment and contribute to cross-functional projects
Basic to intermediate project coordination skills (tracking, organization, follow-ups)
Cross-Org Skills
Effective Communication
Results Orientation
Learning Agility
Digital Fluency
Customer Centricity
Impact & Scope
Impacts function and leads and/or provides expertise to functional project teams and may participate in cross-functional initiatives.
Complexity
Works on complex problems where analysis of situations or data requires an in-depth evaluation of multiple factors.
Disclaimer
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
The pay range for this role is $93,400 to $143,800 USD annually with additional opportunities for pay in the form of…