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Financial Business Intelligence Analyst

TECHOAUTH SOLUTIONS LLC

Fort Worth, TX(remote)

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JOB DETAILS
SKILLS
Accounting Consolidation, Agile Programming Methodologies, Amazon Web Services (AWS), Analysis Skills, Atlassian JIRA, Automation, Bank Stress Testing, Budgeting, Business Intelligence, Business Intelligence Software, Cloud Computing, Communication Skills, Comparative Analysis, Computer Science, Continuous Deployment/Delivery, Continuous Integration, Cross-Functional, Customer Relations, Data Analysis, Data Modeling, Data Quality, Data Recovery, Data Science, Data Sets, Data Warehousing, Database Extract Transform and Load (ETL), Documentation, Economics, Equity Securities, Finance, Financial Analysis, Financial Mathematics, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Git, Health Insurance, Information Technology & Information Systems, Investment Management, Investment Reporting, Investment Strategy, MATLAB, Market Analysis, Metrics, Microsoft SQL Server, Microsoft Visual Basic for Applications (VBA), Microsoft Windows Azure, Monte Carlo Method, Multitasking, Organizational Skills, Performance Analysis, Performance Metrics, Performance Modeling, Portfolio Analysis, Power BI, Presentation/Verbal Skills, Profit & Loss Analysis, Project Tracking, Python Programming/Scripting Language, Query Optimization, R Programming Language, Relational Databases (RDBMS), Reporting Dashboards, Requirements Management, Risk, Risk Analysis, Risk Management, SQL (Structured Query Language), SQL Server Integration Services (SSIS), Scrum Project Management and Software Development, Server Support, Source Code/Configuration Management (SCM), Statistical Analysis System (SAS), Statistics, Stock Market, Stored Procedures, Tableau, Technical Presentation, Trend Analysis, Value At Risk (VaR), Variance Analysis
LOCATION
Fort Worth, TX
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Health insurance
  • Paid time off

As a Financial Business Intelligence Analyst, will leverage data analytics, financial modeling, and business intelligence tools to transform complex financial data into actionable insights. You will work cross-functionally with finance and IT teams to design dashboards, build ETL pipelines, and deliver intelligence reports that drive strategic decision-making for clients and internal stakeholders.

Job Responsibilities


•       Analyze large financial datasets to identify trends, patterns, and anomalies in revenue, cost, and investment performance using Python (Pandas, NumPy) and SQL
•       Design and develop interactive financial dashboards and reports using Power BI and Tableau for client decision-making and KPI tracking
•       Build and maintain ETL pipelines using SQL Server Integration Services (SSIS) to consolidate financial data from multiple source systems into centralized data warehouses
•       Perform variance analysis comparing actual vs. budgeted financial performance and present findings to client stakeholders
•       Develop quantitative models for portfolio performance analysis, asset allocation, and risk assessment applying Modern Portfolio Theory and statistical methods
•       Conduct scenario analysis and stress testing on financial models to evaluate investment strategies and risk exposure
•       Calculate and monitor risk metrics including Value at Risk (VaR), Sharpe Ratio, and drawdown analysis for client portfolios
•       Utilize Bloomberg Terminal data to support financial market analysis, equity research, and investment reporting
•       Write and optimize complex SQL queries, stored procedures, and views to support financial reporting environments
•       Translate business requirements from finance teams into technical BI specifications and deliver actionable financial intelligence reports
•       Document data definitions, business rules, and financial reporting standards for internal and client use
•       Collaborate with IT and finance teams to ensure data integrity and accuracy across SQL Server databases supporting financial reporting


Experience Required


•       3+ years’ experience in a financial analytics, business intelligence, or data analyst role — experience in financial services or investment management is ideal
•       Proven track record of delivering end-to-end BI solutions, from gathering business requirements through deployment and stakeholder presentation
•       Strong understanding of financial concepts including P&L analysis, budgeting and forecasting, portfolio analytics, and risk management
•       Hands-on experience with ETL development and data warehouse architecture
•       Demonstrated ability to translate complex financial data into clear, visually compelling dashboards and reports
•       Experience working with large-scale relational databases and writing advanced SQL
•       Familiarity with Agile/Scrum development environments
•       Excellent analytical, communication, and organizational skills with the ability to present to both technical and non-technical audiences
•       Positive, solution-focused attitude with the ability to manage multiple priorities
•       Ability to influence key stakeholders on data-driven decisions
•       Customer or client-facing experience is a strong plus

Essential and Desirable Skills


•       Proficiency in Power BI (DAX, Power Query, data modeling) and Tableau for interactive dashboard development
•       Advanced SQL skills including stored procedures, CTEs, window functions, and query optimization on SQL Server
•       Experience with Python for data analysis (Pandas, NumPy, Matplotlib/Seaborn) and automation
•       Hands-on experience with SSIS for ETL pipeline development and data integration
•       Working knowledge of Bloomberg Terminal for financial data retrieval and market analysis
•       Knowledge of statistical methods and quantitative finance concepts (VaR, Sharpe Ratio, Monte Carlo simulation) is a strong plus
•       Familiarity with Excel-based financial modeling including VBA/macros
•       Experience with version control systems (Git) and CI/CD practices for BI deployments
•       Knowledge of cloud-based data platforms (Azure SQL, Azure Data Factory, AWS Redshift) is a plus
•       Working knowledge of Jira and Confluence for project tracking and documentation
•       Exposure to R, SAS, or MATLAB for advanced statistical analysis is desirable

Educational Requirements
Bachelor’s or Master’s degree in Finance, Economics, Data Science, Statistics, Computer Science, Information Systems, or a related quantitative field.

This is a remote position.

About the Company

T

TECHOAUTH SOLUTIONS LLC

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