Financial Data Business Analyst with Finance background

Financial Domain & Stakeholder Engagement

• Engage with Finance stakeholders (Controllers, FP&A, Treasury, Risk) to elicit, document, & validate data requirements
• Translate business concepts — P&L structures, chart of accounts, cost center hierarchies, budget vs. actuals frameworks — into data definitions and lineage
• Author Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), and data dictionaries with precision and business context
• Define and document KPIs, metrics formulas, and business rules that govern financial reporting
• Lead data discovery workshops and drive sign-off from Finance SMEs on data definitions

Data Modelling & Architecture

• Design logical and physical data models for financial datasets — General Ledger, Trial Balance, Accounts Payable/Receivable, Cost Accounting, Revenue Recognition
• Build dimensional models (star/snowflake schemas) optimized for financial analytics workloads
• Define entity-relationship diagrams, data flow diagrams, and source-to-target mappings
• Enforce data modelling standards, naming conventions, and governance policies across the data platform
• Collaborate with Data Architects to ensure financial models align with enterprise data model and master data strategy

Data Engineering Collaboration & Functional Oversight

• Produce detailed functional specifications for data pipelines, ETL/ELT transformations, and aggregation logic
• Collaborate closely with data engineers to review and validate pipeline implementations against business rules
• Write and review SQL for data validation, business logic verification, and analytical queries
• Define data quality rules, reconciliation checks, and acceptance criteria for financial data loads
• Participate in data model reviews, sprint planning, and backlog grooming within an Agile delivery framework

Data Governance & Quality

• Champion data governance practices: ownership assignment, data lineage documentation, glossary management
• Define and maintain business glossaries and metadata for financial data assets
• Coordinate with Data Governance teams on regulatory compliance requirements (IFRS, SOX, Basel III where applicable)
• Establish data quality SLAs and own issue resolution with upstream source system teams

Reporting & Analytics Enablement

• Work with BI and Analytics teams to design semantic layers and reporting models for financial dashboards
• Validate financial reports and dashboards against source-of-truth data; own UAT sign-off
• Define aggregation hierarchies (legal entity, cost center, product line, time dimension) for management reporting
• Support self-service analytics by producing clear data model documentation consumable by business users

Required Qualifications

Finance Domain Knowledge

• 5+ years working with financial data in enterprise environments (ERP, GL, finance reporting)
• Deep understanding of core finance concepts: Chart of Accounts, General Ledger, P&L, Balance Sheet, Cash Flow, Intercompany eliminations
• Familiarity with financial close processes, period-end reporting cycles, and reconciliation workflows
• Exposure to financial systems: SAP (FI/CO modules), Oracle Financials, Workday Finance, or equivalent
• Working knowledge of accounting standards relevant to data: IFRS 15/16, US GAAP revenue recognition, or SOX controls

Business Analysis

• Proven ability to produce high-quality FRDs, BRDs, data dictionaries, and source-to-target mapping documents
• Strong stakeholder facilitation skills — ability to run workshops with mixed technical and non- technical audiences
• Proficiency in process modelling (BPMN), use case documentation, and user story authoring
• Experience working in Agile/Scrum delivery environments with cross-functional squads

Data Engineering & Modelling

• Solid understanding of data warehousing concepts: Kimball/Inmon methodology, dimensional modelling, SCD Types 1/2/3
• Advanced SQL proficiency — complex joins, window functions, CTEs, aggregations for financial calculations
• Experience with cloud data platforms: Snowflake, AWS Redshift, Azure Synapse, Google BigQuery, or Databricks
• Familiarity with ETL/ELT tools & pipeline orchestration: dbt, Apache Airflow, AWS Glue, Azure Data Factory, or similar
• Understanding of data modelling tools: ERwin, dbdiagram.io, Lucid chart, or equivalent
• Exposure to data catalogue and lineage tools: Collibra, Alation, Apache Atlas, or similar

Nice to Have

• Experience with FP&A platforms: Anaplan, OneStream, Adaptive Insights, or TM1
• Exposure to regulatory reporting data architectures (BCBS 239, FINREP, COREP, or similar)
• Familiarity with data mesh, data product thinking, or federated data governance models
• Experience with BI/visualization tools: Power BI, Tableau, Looker — particularly for financial reporting use cases
• Python or PySpark scripting ability for data profiling, exploration, or validation automation
• Knowledge of Master Data Management (MDM) for financial hierarchies (legal entity, cost center, product)
• Professional certification: CBAP, PMI-PBA, CFA (partial), or ACCA is a strong advantage
• Experience in retail, banking, insurance, or multi-currency / multi-entity enterprise environments