Associate, Finance Technology Data Analyst

Success Booster; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Success Booster in Mumbai, India, seeks a data analyst to drive Fund Accounting data understanding, profiling, and governance. You will translate complex data needs into concrete requirements for delivery teams and collaborate with Finance Technology, Data Governance, and reporting colleagues to ensure accurate, timely data consumption.

The role emphasizes SQL proficiency, advanced Excel, data modeling awareness, and hands‑on data quality assurance across ETL/ELT, APIs, and file interfaces.

Qualifications

• Proficiency in SQL for profiling, joins, aggregations, reconciliation, anomaly detection and root‑cause analysis.
• Advanced Excel for structured analysis, including lookups, pivots, formulas, comparisons, and validated workbooks.
• Experience defining business, data, reporting, and consumption requirements; mappings; measures; calculations; business rules; acceptance criteria; and test cases.
• Hands‑on data quality analysis, reconciliation, defect investigation, testing, business validation, and UAT.

Responsibilities

• Develop a detailed understanding of Fund Accounting data creation, enrichment, transformation, review, reconciliation, approval, and consumption.
• Translate Fund Accounting needs into clear business, data, integration, reporting, and broader consumption requirements for delivery teams.
• Profile data, compare sources, identify anomalies, trace records, quantify breaks, and support root‑cause analysis using SQL.
• Partner with multiple teams to define validation rules, tolerances, exception categories, ownership, and remediation expectations.
• Understand business questions, consumers, decisions, frequency, detail level, and delivery channel for each data consumption need.
• Define requirements for dashboards, reports, extracts, downstream applications, and analytics to derive value from data.
• Act as the bridge between Fund Accounting business teams and Finance Technology while preserving business/technical detail.

Skills

SQL profiling

Advanced Excel

Data analysis

Stakeholder collaboration

Education

Bachelor's degree in Finance, Accounting, IS, CS, Data Analytics

Tools

Databricks

Python

Power BI

Azure data services

Job description

Role & responsibilities

Business process and data understanding

- Develop a detailed understanding of how Fund Accounting data is created, enriched, transformed, reviewed, reconciled, approved, and consumed.

Requirements and business rules

- Translate Fund Accounting needs into clear business, data, integration, reporting, and broader consumption requirements for the appropriate delivery teams.

Data investigation, reconciliation, and testing

- Use SQL and structured analysis to profile data, compare sources, identify anomalies, trace records, quantify breaks, and support root‑cause analysis.

- Partner with Fund Accounting, Data Governance, Data Product Management, engineering, and reporting teams to define validation rules, tolerances, exception categories, ownership, and remediation expectations.

Reporting and broader data consumption requirements

- Understand the business question, intended consumers, decisions supported, frequency, level of detail, and delivery channel for each consumption need.

- Define requirements for dashboards, reports, extracts, downstream applications, operational workflows, analytics, and other ways Fund Accounting consumes data and derives value from it.

Delivery and stakeholder partnership

- Act as the bridge between Fund Accounting business teams and Finance Technology while preserving important business and technical detail.

- Coordinate with Data Product Management, Data Governance, the Finance Technology Data Solutions Engineer, Enterprise Data Engineering, Centralized Reporting / BI, application teams, and delivery partners throughout the delivery lifecycle.

- Maintain traceability from the original business problem through requirements, design, testing, release, and validation of the delivered outcome.

Preferred candidate profile

Education:

Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, Engineering, Data Analytics, or a related discipline. Equivalent relevant experience will be considered.

Experience Required:

3 to 8 years in a technical data analyst, data-focused business analyst, financial data, accounting technology, or similar role in a controlled enterprise environment.

Must-have capabilities

• Strong SQL for profiling, joins, aggregations, reconciliation, anomaly detection, and root‑cause analysis, preferably in SQL Server.
• Advanced Excel for structured analysis, including lookups, pivots, formulas, comparisons, and controlled validation workbooks.
• Experience defining business, data, reporting, and consumption requirements; mappings; measures; calculations; business rules; acceptance criteria; and test cases.
• Hands‑on data‑quality analysis, reconciliation, defect investigation, testing, business validation, and UAT.
• Ability to understand data models, ETL/ELT flows, APIs or file interfaces, reporting layers, and dependencies across source, data, and consumption layers.
• Ability to work effectively with Fund Accounting, Data Product Management, Data Governance, Finance Technology engineering, Enterprise Data Engineering, Centralized Reporting / BI, and application teams.

Strongly preferred

• Databricks, Python, PySpark, Power BI, Microsoft Fabric, Azure data services, or similar platforms.
• Fund Accounting, asset management, investor data, fund administrator, financial reporting, or investment operations experience.
• Working knowledge of accounting balances, transactions, capital activity, reference data, hierarchies, controls, and period‑end processes.
• Experience defining requirements for dashboards, reports, extracts, downstream applications, operational workflows, or analytics.
• Exposure to delivery tooling, structured defect triage, release management, lineage, metadata, governance, and auditability concepts.