Senior Finance Data Analyst

Job Description

An innovative role combining deep finance expertise with advanced Power BI capabilities, Alteryx, SQL and AI knowledge to revolutionize financial reporting and analytics. Working alongside senior finance leadership, you will operate with high autonomy to deliver next-generation financial insights through Power BI solutions while maintaining strong financial planning and analysis capabilities.  

The position demands exceptional analytical skills and the ability to transform complex financial data into actionable business intelligence. 

Key Responsibilities 

• Power BI Development & AI Integration: Design and implement advanced Power BI dashboards incorporating AI capabilities and automated insights while optimizing performance through expert DAX programming 

•  Data Integration & Transformation: Design comprehensive financial data models, integrate multi-source data using SQL and leverage Alteryx for automated data preparation and transformation processes 

• Technical Excellence & Governance: Demonstrate expertise in Power Query editing, DAX measures, Power BI server administration including dataflows, semantic models while maintaining gold standard reporting through peer review processes 

• Stakeholder Engagement & Leadership: Present financial insights confidently to non-finance audiences, support the wider Finance team in aligning business problems with AI-driven solutions, and champion visualization best practices 

• Innovation & Process Improvement: Lead digital transformation initiatives in financial reporting, pioneer AI technology integration, and proactively identify opportunities for process improvement through automation 

• Financial Reporting & Analysis: Deliver accurate monthly management reporting dashboards with variance analysis against budget, forecast and prior year, while analysing financial and operational KPIs to identify trends, risks, and opportunities 

Essential Requirements 

• Power BI Mastery with data Visualization Excellence: : Deep demonstrable knowledge with advanced development capabilities, expert-level DAX programming, data modelling skills, and experience with AI features and Premium functionalities 

• Alteryx and SQL Technical Proficiency: Strong SQL skills for complex data extraction and manipulation, basic Alteryx experience, advanced Excel skills, and knowledge of Power BI governance, security, and administration 

• Financial Expertise: Strong finance background or extensive experience working with financial data, proven track record in financial analysis, reporting, budgeting and forecasting with business context interpretation 

• Analytical & Problem-Solving Skills: Strong analytical capabilities, problem-solving mindset with ability to escalate and remove roadblocks, and proactive nature in identifying AI and automation opportunities 

• Quality & Collaboration: Strong attention to detail with quality assurance mindset essential for financial data accuracy, excellent teamwork skills across Finance , FP&A and IT teams 

Qualifications

Essential Requirements 

• Power BI Mastery with data Visualization Excellence: : Deep demonstrable knowledge with advanced development capabilities, expert-level DAX programming, data modelling skills, and experience with AI features and Premium functionalities 

• Alteryx and SQL Technical Proficiency: Strong SQL skills for complex data extraction and manipulation, basic Alteryx experience, advanced Excel skills, and knowledge of Power BI governance, security, and administration 

• Financial Expertise: Strong finance background or extensive experience working with financial data, proven track record in financial analysis, reporting, budgeting and forecasting with business context interpretation 

• Analytical & Problem-Solving Skills: Strong analytical capabilities, problem-solving mindset with ability to escalate and remove roadblocks, and proactive nature in identifying AI and automation opportunities 

• Quality & Collaboration: Strong attention to detail with quality assurance mindset essential for financial data accuracy, excellent teamwork skills across Finance , FP&A and IT teams 

Desirable Skills 

• Advanced Alteryx Certification 

• Power Automate knowledge  

• Experience with TM1 

• Basic Jira knowledge 

Additional Information

You must have the right to work and live in India.

Location: The successful candidate will be able to utilise our balanced working model. We ask that candidates live within a commutable distance of our Bengaluru office to ensure that as a balanced worker they can make it to our office location to collaborate as required. There is an expectation for a minimum of 5 days per week in-person time.

We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at conference – you get the flexibility and support to work from home or remotely.

What we offer in return: 

• A competitive salary + bonus
• 24 days annual leave
• 4 volunteering days annually
• Day off for your birthday
• Pension contributions
• Medical insurance for self and dependants; life cover and personal accident cover for self
• Seasonal social and charitable events
• Training and development
• Tools and equipment for remote working

We want all our candidates to shine in our recruitment process. Please let us know if there is anything we can do to ensure you are able to show us your best self. This could include having the application form in a different format, more time for questions, or anything else – please ask us, we are happy to be flexible! Please contact [email protected]  

Being Yourself at Taylor & Francis: 

If you’re excited about working with Taylor & Francis to foster human progress through knowledge, we invite you to apply even if your existing skills and experience don’t fit every item listed above. At Taylor & Francis, we are at our best and most successful when colleagues can be themselves and make a contribution regardless of their identity or background. As a colleague, you will have the opportunity to further innovate and develop in areas that you are passionate about. Our goal is to empower you with the resources, incentives, and flexibility you need to enjoy success at work and to live a healthy, balanced life. 

Taylor & Francis is proud to be an Equal Opportunity Employer. We believe in and value diversity of people and thought, fostering a supportive and inclusive environment where all colleagues can learn and succeed as their true selves. Taylor & Francis recruits, develops, and retains colleagues without regard to any protected personal characteristics or other non-merit based factor. 

If you have a disability, or face another barrier, and would like to request an adjustment to assist your participation in the hiring process and/or in the advertised position, please contact [email protected]. Your request will be reviewed and considered in the strictest confidence.

We genuinely care about our colleagues, promoting work-life balance, wellbeing, and flexible working. We believe that the skills and experience you bring to Taylor & Francis are invaluable. We want you to have the opportunity to develop your abilities, and to innovate and develop in areas which you are passionate about. To find out more about our business and the great career opportunities please go to our Careers Site: http://www.taylorandfrancisgroup.com/careers 

Or better yet check out our LinkedIn ‘Life’ Page, highlighting our accomplishments, employees, and company culture. It’s also a good way of meeting our recruitment team, who will be happy to advise you on your journey here at T&F.