About this role
Join a consulting data team to maintain financial data processing, build BI reports and dashboards, and help automate business systems. Work with finance, IT, operations, and legal stakeholders to translate business needs into actionable analytics deliverables.
Key Responsibilities
- Maintain financial data processing (SQL) and create reports (SQL Server Reporting Services, Power BI)
- Design business intelligence reports, metrics, visualizations, and dashboards with stakeholders
- Analyze business systems and automate by leveraging technology
- Learn workflows to define system requirements and write specifications
- Create technical documentation and continuously improve processes
Technical Overview
Responsible for SQL-based financial data processing and reporting using SQL Server Reporting Services (SSRS) and Power BI. Designs metrics, visualizations, and dashboards; analyzes existing business systems to identify automation opportunities and documents technical requirements and solutions.
Ideal Candidate
The ideal candidate is an entry-level Data Analyst with 0-2 years of experience supporting financial data processing using SQL and building reports with SQL Server Reporting Services (SSRS) and Power BI. They are accurate, organized, and able to collaborate cross-functionally to design dashboards and automate business intelligence workflows.
Must-Have Skills
0-2 years of research or work experience solving technical/analytical problemsBachelor’s Degree in Information TechnologyComputer ScienceEngineeringFinance/Accountingor similar quantitative fieldDemonstrated technicalanalyticaland problem-solving skills with commitment to accuracyExcellent organizationalinterpersonaland communication skillsAdvanced computer skills including proficiency in Excel (pivot tableslookupmacrosetc.)Microsoft AccessVBAXMLWordPowerPointSupport the maintenance of financial data processing (SQL) and create reportsCreate reports (SQL Server Reporting ServicesPower BI)Collaborate with business and technology stakeholders to design business intelligence reportsmetricsvisualizationsand dashboards
Nice-to-Have Skills
Familiarity with scripting or programming languagesExperience with SQL and/or relational databases
Tools & Platforms
SQLSQL Server Reporting ServicesPower BIMicrosoft ExcelMicrosoft AccessVBA (Visual Basic for Applications)XMLMicrosoft WordMicrosoft PowerPoint
Required Skills
SQLSQL Server Reporting ServicesPower BIbusiness intelligence reportsmetricsvisualizationsdashboardsautomationExcel pivot tableslookupmacrosMicrosoft AccessVBAXMLMicrosoft WordMicrosoft PowerPointrelational databasestechnical documentation
Hard Skills
SQLfinancial data processingreport creationSQL Server Reporting ServicesPower BIbusiness intelligence reportsmetricsvisualizationsdashboardsbusiness systems analysisautomationsystem requirements definitionwriting specificationstechnical documentationExcel pivot tablesExcel lookupExcel macrosMicrosoft AccessVBA (Visual Basic for Applications)XMLMicrosoft WordMicrosoft PowerPointrelational databasesdata connectionsExcel data connectionsformula-based work in Exceldata connections in Exceldata connections and visual basic macros in ExcelPower BI reportingSQL and/or relational databases
Soft Skills
quantitative problem-solvingorganizationimaginative curiosityaccuracycollaborationstakeholder managementcommunicationinterpersonal skillsinitiative to learncross-functional teamworkcross-functional workflow understanding
Keywords for Your Resume
Data AnalystData & Business Solutionsfinancial data processingSQLSQL Server Reporting ServicesSSRSPower BIbusiness intelligence reportsmetricsvisualizationsdashboardsbusiness systemsautomationsystem requirementstechnical documentationExcel pivot tablesExcel lookupExcel macrosMicrosoft AccessVBAXMLWordPowerPointrelational databases0-2 yearsBachelor’s Degreestakeholders
Deal Breakers
Must have Bachelor’s Degree in Information Technology, Computer Science, Engineering, Finance/Accounting, or similar quantitative field, Must demonstrate proficiency in Excel (pivot tables, lookup, macros), Microsoft Access, VBA, XML
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile