✦ Luna Orbit — Data & Analytics

Finance Data Analyst

at Ameriprise Financial

📍 2 Locations Hybrid Posted April 02, 2026
Type Full-Time
Experience mid
Exp. Years 2-4 years
Education MBA or equivalent qualification; B.Tech in Computer Science / Engineering (CSE) preferred
Category Data & Analytics

Ameriprise India is seeking a Finance Data Analyst to manage project budgets, forecast, track variances, and deliver dashboards using SQL, Power BI, Jira, and Confluence. The role supports governance across multiple projects with hybrid work arrangements.

  • Own and maintain project budgets, including forecasting and variance analysis
  • Develop, maintain, and update budget trackers and dashboards
  • Coordinate inputs for budget planning and approvals
  • Maintain Jira backlog and Confluence documentation
  • Write and optimize SQL queries for data analysis

Responsibilities include building budget trackers and dashboards, data extraction/validation with SQL, and automation via Power Automate within an Agile framework.

The ideal candidate is a finance data analyst with 2-4 years of experience in project budgeting and financial tracking, proficient in SQL and Power BI, and comfortable with Jira/Confluence in an Agile environment. They should be adept at collaborating with technical and non-technical stakeholders.

MBA or equivalent qualificationB.Tech in Computer Science / Engineering (CSE) preferredStrong experience or demonstrated capability in project budgetingfinancial trackingor cost managementExcellent communication skills with the ability to clearly convey financial and project information to technical and non-technical audiencesStrong analytical mindset with the ability to interpret dataidentify trendsand highlight risks or variancesHands-on experience with SQL for data analysis and validationExperience using Jira and Confluence for project tracking and documentationExperience with Microsoft OfficeSharePointand OneDrive for collaboration and document managementProven ability to manage multiple prioritieswork independentlyand collaborate effectively across teams and organizational levelsHigh attention to detail and strong organizational skills
2-4 years of relevant experience in project financial management or project operationsPower BI reports and dashboards for project or financial reportingExperience designing or maintaining workflows using Power AutomateFamiliarity with enterprise project governance models and financial approval processesExposure to Agile delivery environments and financial tracking within Agile frameworks
SQLPower BIJiraConfluenceExcelPower AutomateSharePointOneDrive
MBA or equivalent qualificationB.Tech in Computer Science / Engineering (CSE) preferredstrong budgeting/financial trackingSQLJiraConfluenceExcelPower BIPower AutomateSharePointOneDrive
SQLPower BIJiraConfluenceExcelPower AutomateSharePointOneDrive
Excellent communicationStrong analytical mindsetAttention to detailTime managementCollaboration
Industry Financial Services
Job Function Finance data analyst supporting project budgeting and governance
Role Subtype Data Analyst
Tech Domains SQL, Power BI, Jira, Confluence, Excel, Power Automate, SharePoint, OneDrive
finance data analystPower BISQLJiraConfluenceExcelPower AutomateSharePointOneDrivebudgetingfinancial trackingvariance analysisproject governanceAgileMBAB.Tech in Computer Science / Engineering (CSE) preferredIndiahybridfull-timepower bisqljiraconfluencepower automateagileexcel

MBA required? (stated as qualification) , B.Tech preferred

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