Lead Financial Planning & Analysis Analyst - Power BI Development
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, mid-level experience band, and metro location increase applicant competition.
Finance FP&A skills are moderately transferable, but domain-specific controls and processes raise sensitivity.
Explicit 5+ years, mandatory Power BI/automation skills, and finance transformation experience indicates stringent screening.
Job Description
Structured overview of role & requirementsAbout This Role
Lead and manage complex financial analysis, forecasting, and reporting initiatives to support enterprise functions finance transformation and automation.
Design, develop, and maintain Power BI dashboards, reporting solutions, and advanced analytics, driving process improvements and controls enhancement across planning, forecasting, and management review.
Collaborate cross-functionally with finance leadership, technology partners, and stakeholders to deliver scalable automation solutions leveraging Power Automate, AI-enabled tools (e.g., Microsoft Copilot), and finance modernization initiatives.
Minimum Requirements
5+ years of professional finance experience or equivalent demonstrated by work experience, education, or training.
Strong expertise in Microsoft Power BI (dashboard development, data modeling, DAX, automation) and Microsoft Excel (advanced formulas, Power Query, VBA/macros).
Experience with automation tools such as Power Automate and familiarity with AI-enabled solutions like Microsoft Copilot.
Bachelor's degree in Finance, Accounting, Data Analytics, Chartered Accountant, or related field.
Ideal Candidate Profile
Experienced in leading or supporting finance transformation, enterprise-wide process redesign, and reporting modernization projects in large, complex, matrixed organizations.
Proven ability to translate complex business and financial requirements into technology-enabled scalable and automated solutions that improve decision-making and operational efficiency.
Strong stakeholder management skills with the ability to influence cross-functional partners across Finance, Technology, and Operations to drive adoption of automation and continuous improvement initiatives.