Senior BI Analyst — Finance, AI Enabled

Primary Function of Position

We are seeking an experienced Senior BI Analyst to support the design and delivery of Finance reporting, analytics, data products, and process-improvement solutions. Working closely with the Finance Product Owner, this role will serve as an onsite analytical partner to Finance stakeholders and a key link between business, application, data engineering, and reporting teams.

The ideal candidate combines Finance and ERP process knowledge with strong SQL, data analysis, and business intelligence capabilities. Operating at the intersection of business logic and data engineering, you will understand complex business processes, trace data lineage across systems, investigate discrepancies, and translate business needs into clear reporting models and technical requirements.

Essential Job Duties

• Technical Translation & Requirements Gathering: Partner with the Finance Product Owner and Finance stakeholders to understand business processes, controls, and reporting needs. Translate business needs into functional and data requirements, business rules, report specifications, user stories, and acceptance criteria.
• BI Design & Solution Delivery: Design, build, and maintain Finance dashboards, published data sources, BI data models, operational reports, and self-service analytics solutions using Tableau, Power BI, or comparable platforms.
• Lineage, Reconciliation & Root-Cause Analysis: Analyze end-to-end processes and data flows across ERP (SAP), CRM, billing, data warehouse, and reporting platforms. Use advanced SQL and analytical tools to reconcile data, validate business rules, investigate discrepancies, and identify root causes.
• Performance Tuning & Reporting Reliability: Optimize dashboard usability, query performance, data refresh schedules, metric consistency, and overall reporting reliability.
• Delivery Leadership & Governance: Lead assigned workstreams through requirements, solution design, UAT, regression testing, reconciliation, implementation readiness, and stakeholder sign-off. Maintain data definitions, reporting specifications, test evidence, user guides, and governance documentation.
• Internal Controls & Quality Monitoring: Support automated monitoring, exception management, data-quality controls, and financially significant/SOX-governed reporting processes.
• Cross-Functional & Global Collaboration: Collaborate with application, Data Engineering, Data Science, AI, and platform teams while coordinating and reviewing deliverables across distributed onsite and offshore resources.
• Applied AI & Automation Evaluation: Evaluate and support opportunities to implement intelligent alerts, natural-language analytics, AI-assisted analysis, and workflow automation within core Finance processes.

Qualifications

Required Skills and Experience

• 7+ years of progressive experience in business intelligence, Finance analytics, reporting, business systems analysis, or enterprise data solutions.
• ERP & Finance Domain: Experience with SAP or another enterprise ERP platform, including strong understanding of Finance-related processes and cross-system data flows.
• Advanced SQL Mastery: Expert-level SQL skills for complex querying, source-to-target reconciliation, data troubleshooting, root-cause analysis, and query performance optimization.
• Enterprise BI Platforms: Strong hands-on experience designing dashboards, BI data models, calculated metrics, published data sources, and self-service solutions in Tableau, Power BI, or a comparable enterprise analytics platform.
• Data Architecture Fundamentals: Solid understanding of data warehousing concepts, dimensional modeling, semantic layers, data quality, lineage, and visualization best practices.
• Delivery & Testing Leadership: Demonstrated experience translating business needs into technical specifications and leading UAT, regression testing, issue resolution, and business-readiness activities.
• Communication & Influence: Proven ability to communicate complex business, system, and data topics to technical teams, Finance stakeholders, and senior leadership without direct authority.

Preferred Skills and Experience

• Experience with SAP Finance, Salesforce, CPQ/CLM, billing, or revenue-management platforms.
• Experience with Snowflake or another modern cloud data platform.
• Experience supporting financially significant applications, internal controls, or SOX-governed reporting.
• Familiarity with data governance, master data management (MDM), metadata, lineage, and data-quality frameworks.
• Exposure to AI-assisted analytics, natural-language querying, intelligent monitoring, Snowflake Cortex, or comparable emerging technologies.
• Experience coordinating and reviewing work with distributed onsite and offshore analysts or consultants.

Required Education: Bachelor's or Master's degree in Information Systems, Business Analytics, Finance, Accounting, Computer Science, Data Analytics, or a related field.