Financial Business Intelligence (BI) Analyst
Role Overview
The Financial Business Intelligence Analyst builds dashboards, reporting suites, data models, and KPIs from financial and operational data.
The role supports planning, performance management, and business decisions using data warehouses, Dynamics 365, and other enterprise systems.
Key Skills for This Role
Full Job Posting
Role overview
The Financial Business Intelligence Analyst builds dashboards, reporting suites, data models, and KPIs from financial and operational data.
The role supports planning, performance management, and business decisions using data warehouses, Dynamics 365, and other enterprise systems.
Key responsibilities
- Build and scale Power BI and Excel dashboards, reporting suites, scorecards, and KPIs for finance, business, and executive audiences.
- Connect to data warehouses, Dynamics 365, ERP systems, and governed data sources; develop queries, models, calculations, and refresh processes.
- Deliver analytics on revenue, gross margin, operating expense, working capital, forecasts, and variances.
- Maintain Power BI semantic models, measures, visualizations, drill-through capabilities, and security structures.
- Reconcile reports to financial systems; investigate discrepancies and establish documentation, controls, and validation routines.
- Work with FP&A, Accounting, Operations, IT, and business leaders to define KPIs, improve data quality, and enhance reporting.
Required qualifications
- Bachelor’s degree in Finance, Accounting, Business Analytics, Information Systems, Data Analytics, or a related field.
- Experience owning financial or BI dashboards, reporting solutions, data models, and KPI definitions.
- Advanced Excel skills, including complex formulas, PivotTables, Power Query, Power Pivot, data modeling, and large-dataset analysis.
- Hands-on Power BI experience in development, modeling, visual design, publishing, refresh management, and troubleshooting.
- Hands-on experience with Dynamics 365 or Dynamics 365 Finance data for financial reporting, analysis, and reconciliation.
- Experience extracting, transforming, and validating data from warehouses, ERP systems, or relational databases; working knowledge of SQL and dimensional data concepts.
- Financial acumen, analytical judgment, attention to detail, communication skills, and ability to manage priorities.
Preferred qualifications
- Experience in FP&A, accounting, distribution, telecommunications, supply chain, or services environments.
- Familiarity with Microsoft Fabric, Azure data services, SQL Server, data governance, row-level security, or financial planning and consolidation tools.
- Relevant Microsoft Power BI or Dynamics 365 certifications.
Location and work environment
- The position is based in Lenexa, Kansas; relocation assistance is not offered.
- The posting states that the role is not eligible for U.S. work visa sponsorship and candidates must be authorized to work in the United States without sponsorship.
- The work environment is described as usually having a moderate noise level.
Benefits
- Benefits listed include medical, dental, vision, and supplemental insurance; flexible spending accounts; and a 401(k) with company match.
- The posting also lists vacation, holiday, sick and safe time, and pet insurance.
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