Full Job Description
The Senior Accounting Data & BI Analyst will partner with Accounting and Data stakeholders to understand processes and reporting needs and translate those needs into specifications and data pipeline requirements for the Data team. This role will support General Ledger, invoicing, month-end close, and forecasting processes. The Senior Accounting Data & BI Analyst will document data flows from multiple systems into Microsoft Fabric and Power BI and use SQL, Power BI, and scripting tools to automate and maintain finance data solutions within Azure. This role will develop and maintain Power BI dashboards, reports, forecasting tools, and business intelligence solutions for the Accounting team. The Senior Accounting Data & BI Analyst role will manage and prioritize data and reporting requests, perform data validation checks and reconciliations against Workday and source ledger systems, and support data quality and accuracy. In partnership with FP&A, the Senior Accounting Data & BI Analyst will develop forecasting data models that combine financial and sales operations data and design and maintain semantic models that support Accounting reporting and workflow requirements.
ESSENTIAL FUNCTIONS AND BASIC DUTIES:
Data Integration and ETL - 50%
• Perform advanced SQL development, including complex joins and query optimization on large datasets
• Develop Power BI reports and dashboards using DAX, Power Query, data modeling, and report design
• Utilize advanced Excel capabilities, including PivotTables, Power Query, complex formulas, and financial modeling
• Support data and reporting initiatives using Azure data services and Microsoft Fabric
• Work with financial systems and General Ledger data structures to support accounting processes and reporting
• Use AI-assisted tools for data cleaning, visualization, and forecasting
• Build forecasting and financial planning models to support business and financial objectives
Project Management & Process Automation - 50%
• Manage and prioritize competing data and reporting requests from Accounting stakeholders
• Turn non-technical stakeholder needs into clear technical specifications
• Explain data and reporting requirements clearly to both accountants and engineers through written and verbal communication
• Replace manual, spreadsheet-heavy accounting workflows and month-end close reconciliations with automated scripts and data automation solutions
SECONDARY FUNCTIONS (IF APPLICABLE)
• May work on special projects or other duties as assigned
SUPERVISORY/BUDGETARY/EXTERNAL COMMUNICATION RESPONSIBILITY
• May serve as a subject matter expert
QUALIFICATIONS - EDUCATION, WORK EXPERIENCE, CERTIFICATIONS
• Bachelor's degree in finance, accounting, data analytics, information systems or a related field required
• 3-5 years of experience in financial analysis, reporting or data analytics
KNOWLEDGE, SKILLS, AND ABILITIES
• Ability to adhere to and exhibit the Company Values at all times
• Working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Teams
• Advanced SQL, including complex joins and query optimization on large datasets.
• Ability to effectively manage multiple competing priorities in a fast-paced environment
• Excellent communication skills - both oral and written
• Ability to build strong business relationships at all levels
• Strong interpersonal skills
• Strong attention to detail
• Strong organizational and time management skills
• Ability to work independently and collaboratively
• Solid critical thinking and creative problem-solving skills
• Ability to consistently meet goals, commitments, and deadlines
• Ability to work with sensitive information and maintain confidentiality
KEY COMPETENCIES REQUIRED
• Communicates Effectively
• Innovative
• Customer Focus & Teamwork
• Quality & Results-Oriented
• Decision Making
• Resourceful & Tenacious
• Develops Self
• Technical Skills
PHYSICAL, MENTAL, WORKING CONDITION, AND TRAVEL REQUIREMENTS
• Typical office environment - sedentary with typing, writing, reading requirements. May be able to sit or stand.
• Speaking, reading, writing, ability to use a telephone and computer
• Ability to exert up to 10 lbs. of force occasionally
• Ability to interpret various instructions
• Ability to deal with a variety of variables under only limited standardization
• Travel not required
What is in it for you
Company-paid benefits (Basic Life and AD&D, Short and Long-Term Disability, Employee Assistance Program, Compass Health Advocate and Transitions).
Healthcare benefit options (Value Plan, High Deductible Plan with HSA, Healthcare FSA, Dependent Care FSA, Prepaid Legal Services, 529 Savings Plan, Pet Insurance).
Paid parental leave.
Company sponsored 401k plan with company matching.
PTO that accrues at a rate of 15 days/year for 1st year and continues to increase with tenure.
Tuition reimbursement for continuing education.
An opportunity to work at a state-of-the-art facility in Alpharetta which features an on-site daycare and cafeteria, world-class fitness center and wellness clinic.