Business Intelligence Requirements Lead FP&A
Intelliswift Software Inc
100% Remote
Position Overview
We are seeking a highly skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization.
This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes.
The ideal candidate will possess strong expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment, combined with experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions.
Key Responsibilities
Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for business intelligence and analytics solutions.
Translate complex financial planning concepts, including forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into clear technical requirements.
Serve as the primary bridge between business users and BI development teams, ensuring alignment between business objectives and technical deliverables.
Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
Develop and maintain comprehensive business and functional requirements documentation.
Partner with Power BI developers to ensure dashboards, reports, and analytical solutions meet business expectations and timelines.
Perform data validation, reconciliation, and quality assurance activities to support reporting accuracy.
Coordinate and support User Acceptance Testing (UAT), ensuring delivered solutions satisfy business requirements.
Utilize SQL and Python to conduct data analysis, validation, prototyping, and exploratory investigations.
Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.
Required Qualifications
5-8 years experience in FP&A within banking, financial services, or a related finance environment.
Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
5 + years solid knowledge of accounting principles, including:
Profit & Loss (P&L) Statements
Balance Sheets
Income Statements
Financial performance reporting
Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
Hands-on experience with Power BI and business intelligence reporting solutions.
Proficiency in SQL for querying, validating, and analyzing data.
Working knowledge of Python for data analysis, exploration, and validation activities.
Experience gathering, documenting, and translating business requirements into technical specifications.
Strong communication, facilitation, and stakeholder management skills.
Proven ability to work effectively with both business stakeholders and technical development teams.
Experience supporting enterprise-scale BI or data analytics initiatives.
Background in banking, risk management, or financial regulatory reporting.
Experience with Agile delivery methodologies.
Familiarity with data warehousing and enterprise data management concepts.
Key Competencies
Business Analysis & Requirements Management
Financial Planning & Analysis (FP&A)
Stakeholder Engagement
Business Intelligence & Reporting
Data Validation & Quality Assurance
Problem Solving & Critical Thinking
Communication & Facilitation
Power BI, SQL, and Python
Cross-Functional Collaboration
Financial & Accounting Acumen
Business Intelligence Requirements Lead FP&A
Intelliswift Software Inc
100% Remote
Position Overview
We are seeking a highly skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization.
This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes.
The ideal candidate will possess strong expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment, combined with experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions.
Key Responsibilities
Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for business intelligence and analytics solutions.
Translate complex financial planning concepts, including forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into clear technical requirements.
Serve as the primary bridge between business users and BI development teams, ensuring alignment between business objectives and technical deliverables.
Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
Develop and maintain comprehensive business and functional requirements documentation.
Partner with Power BI developers to ensure dashboards, reports, and analytical solutions meet business expectations and timelines.
Perform data validation, reconciliation, and quality assurance activities to support reporting accuracy.
Coordinate and support User Acceptance Testing (UAT), ensuring delivered solutions satisfy business requirements.
Utilize SQL and Python to conduct data analysis, validation, prototyping, and exploratory investigations.
Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.
Required Qualifications
5-8 years experience in FP&A within banking, financial services, or a related finance environment.
Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
5 + years solid knowledge of accounting principles, including:
Profit & Loss (P&L) Statements
Balance Sheets
Income Statements
Financial performance reporting
Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
Hands-on experience with Power BI and business intelligence reporting solutions.
Proficiency in SQL for querying, validating, and analyzing data.
Working knowledge of Python for data analysis, exploration, and validation activities.
Experience gathering, documenting, and translating business requirements into technical specifications.
Strong communication, facilitation, and stakeholder management skills.
Proven ability to work effectively with both business stakeholders and technical development teams.
Experience supporting enterprise-scale BI or data analytics initiatives.
Background in banking, risk management, or financial regulatory reporting.
Experience with Agile delivery methodologies.
Familiarity with data warehousing and enterprise data management concepts.
Key Competencies
Business Analysis & Requirements Management
Financial Planning & Analysis (FP&A)
Stakeholder Engagement
Business Intelligence & Reporting
Data Validation & Quality Assurance
Problem Solving & Critical Thinking
Communication & Facilitation
Power BI, SQL, and Python
Cross-Functional Collaboration
Financial & Accounting Acumen
Business Intelligence Requirements Lead FP&A
Intelliswift Software Inc
100% Remote
Position Overview
We are seeking a highly skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization.
This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes.
The ideal candidate will possess strong expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment, combined with experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions.
Key Responsibilities
Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for business intelligence and analytics solutions.
Translate complex financial planning concepts, including forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into clear technical requirements.
Serve as the primary bridge between business users and BI development teams, ensuring alignment between business objectives and technical deliverables.
Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
Develop and maintain comprehensive business and functional requirements documentation.
Partner with Power BI developers to ensure dashboards, reports, and analytical solutions meet business expectations and timelines.
Perform data validation, reconciliation, and quality assurance activities to support reporting accuracy.
Coordinate and support User Acceptance Testing (UAT), ensuring delivered solutions satisfy business requirements.
Utilize SQL and Python to conduct data analysis, validation, prototyping, and exploratory investigations.
Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.
Required Qualifications
5-8 years experience in FP&A within banking, financial services, or a related finance environment.
Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
5 + years solid knowledge of accounting principles, including:
Profit & Loss (P&L) Statements
Balance Sheets
Income Statements
Financial performance reporting
Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
Hands-on experience with Power BI and business intelligence reporting solutions.
Proficiency in SQL for querying, validating, and analyzing data.
Working knowledge of Python for data analysis, exploration, and validation activities.
Experience gathering, documenting, and translating business requirements into technical specifications.
Strong communication, facilitation, and stakeholder management skills.
Proven ability to work effectively with both business stakeholders and technical development teams.
Experience supporting enterprise-scale BI or data analytics initiatives.
Background in banking, risk management, or financial regulatory reporting.
Experience with Agile delivery methodologies.
Familiarity with data warehousing and enterprise data management concepts.
Key Competencies
Business Analysis & Requirements Management
Financial Planning & Analysis (FP&A)
Stakeholder Engagement
Business Intelligence & Reporting
Data Validation & Quality Assurance
Problem Solving & Critical Thinking
Communication & Facilitation
Power BI, SQL, and Python
Cross-Functional Collaboration
Financial & Accounting Acumen
Staff Associate, Advisory (Data Analytics; Business Intelligence & Technology)
Wiss & Company, LLP
The Staff Associate, Advisory (Data Analytics; Business Intelligence & Technology) is an excellent opportunity for an early-career professional who wants to build experience at the intersection of accounting, finance, data, and technology. The role supports client engagements that transform complex data into accurate, actionable insights through data preparation, analysis, visualization, and reporting. You will work across multiple projects, collaborate directly with clients and internal teams, and develop a practical understanding of how data supports financial and operational decision-making. The position also offers hands-on exposure to modern analytics platforms, generative AI tools, and the AI-enabled workflows being developed by our WissLabs innovation team.
Data Analytics Responsibilities
- Collect, clean, transform, and organize financial and operational data from accounting systems, spreadsheets, databases, and other client sources.
- Perform data validation, reconciliations, and quality-control procedures to identify incomplete, inconsistent, duplicate, or inaccurate records.
- Analyze large and complex datasets to identify trends, anomalies, business drivers, and opportunities for process improvement.
- Develop and maintain dashboards, reports, data models, and visualizations using tools such as Microsoft Power BI, Tableau, Excel, or similar platforms.
- Write and refine queries using SQL and other data tools to extract, combine, and analyze information from multiple sources.
- Support data integration and automation activities, including repeatable data-preparation workflows and connections between source systems and reporting tools.
- Collaborate with clients and engagement teams to gather business requirements, define key performance indicators, and translate questions into analytical solutions.
- Prepare clear summaries and presentations that communicate analytical findings, assumptions, limitations, and recommended actions to technical and nontechnical audiences.
- Document data sources, calculation logic, data definitions, analytical procedures, and reporting processes to support consistency and knowledge transfer.
- Apply generative AI and LLM tools, including Claude, ChatGPT, Copilot, and similar solutions, to accelerate data preparation, analysis, documentation, and report generation while validating outputs for accuracy.
- Partner with the WissLabs innovation team on experiments involving AI-assisted analytics, natural-language querying, automated variance analysis, and finance-focused data workflows.
- Research and evaluate emerging analytics, AI, and finance technology tools for potential client applications.
- Participate in quality assurance procedures and ensure analyses and deliverables are accurate, complete, reproducible, and aligned with client expectations.
- Client-facing responsibilities:
- Participate in and, as experience grows, lead client meetings to gather requirements, present findings, and explain analytical solutions.
- Support the preparation of Statements of Work (SOW), project plans, and scoping estimates for data analytics engagements.
- Manage assigned tasks across multiple projects, communicate status and risks, and consistently meet deadlines.
Qualifications:
- Bachelor's degree in Data Analytics, Business Analytics, Information Systems, Computer Science, Accounting, Finance, Economics, Statistics, or a related field (required).
- Strong analytical, quantitative, and problem-solving skills, with close attention to data accuracy, completeness, and detail.
- Coursework, internships, or project experience using Microsoft Excel and at least one data visualization tool, such as Microsoft Power BI or Tableau.
- Familiarity with SQL, relational data concepts, data modeling, or a programming language used for analysis, such as Python or R, is preferred.
- Ability to interpret business and financial information and communicate findings clearly through written summaries, presentations, dashboards, and client discussions.
- Excellent communication, collaboration, organization, and time-management skills, including the ability to manage multiple priorities in a fast-paced, client-service environment.
- Familiarity with generative AI tools such as ChatGPT, Claude, or Copilot, along with a genuine interest in applying LLMs responsibly to finance and analytics work. Hands-on coursework, projects, or prior experimentation are welcome.
- Wiss isn't just a place to work, it's a place to grow. We believe in empowering our people, celebrating individuality, and cultivating a culture that balances innovation, collaboration, and care. If you're passionate about people, growth, and making a lasting impact, we'd love to meet you.
- Work alongside WissLabs, our internal AI innovation team, on projects reshaping how mid-market finance teams use data. You will gain real exposure to modern analytics platforms, AI-enabled tooling, and advisory delivery.
Business Analytics Lead (Business Intelligence Analytics Lead)
Macpower Digital Assets Edge Private Limited
Location: Pittsburgh, PA (primary); also available in Strongsville OH, Phoenix AZ, Dallas TX, Birmingham AL, Downers Grove IL, Philadelphia PA, Cleveland OH
As a Business Analytics Lead you will be leading analytics processes across multiple functions or business units. Uses complex analytical tools to develop data-driven solutions. Mentors junior staff members.
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Consults with clients and mentors on tool implementation.
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Provides guidance on strategy monitoring, statistical scoring, business intelligence, data quality, and analytical product development.
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Determines optimal analytic approaches.
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Supports development and enhancements of analytics solutions.
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Conceptualizes solutions for operations and executive decision-making.
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Analyzes results and provides recommendations to key business partners and senior management.
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Communicates complex analytical conclusions to diverse audiences.
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Performs responsibilities primarily in a location in Pittsburgh, PA.
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May perform some responsibilities remotely at manager discretion.
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Falls under Information Technology functions within Financial Services.
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May be subject to FDIA Section 19 requirements prohibiting certain criminal histories.
Required Qualifications:
- University or college degree with 5+ years of relevant experience, or equivalent education and certifications.
- 3+ years of working on projects that intersect with business development in Pega CDH
Preferred Skills:
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Analytical thinking.
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Business intelligence software and tools.
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Concept development.
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Data-driven decision-making.
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Data integration.
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Market research.
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Performance metrics.
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Qualitative research.
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Strategic planning.
Competencies:
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Analytical thinking.
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Business acumen.
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Business analytics.
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Consulting.
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Decision-making.
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Effective communications.
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Emerging technologies.