Finance Data Analyst

Taylor & Francis; Bengaluru; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Taylor & Francis in Bengaluru is seeking a Finance Data Analyst to deliver next-generation financial insights through Power BI and AI-enabled dashboards. You will work with senior finance leaders, transforming complex financial data into actionable BI and maintaining strong FP&A capabilities.

The role requires deep Power BI expertise, SQL and Alteryx skills, and a finance background with experience in reporting, budgeting and forecasting.

Qualifications

• Strong Power BI expertise with advanced DAX and data modelling.
• Proficient SQL and Alteryx for data prep and integration.
• Finance background with reporting, budgeting, forecasting.
• Analytical problem-solving and automation mindset.

Responsibilities

• Design and implement advanced Power BI dashboards with AI capabilities and efficient performance.
• Model financial data, integrate multi-source data using SQL and Alteryx for transformation.
• Govern Power BI governance, dataflows, semantic models, and server administration.
• Present insights to non-finance audiences and align AI solutions with business problems.
• Lead digital transformation and automation initiatives in financial reporting.
• Deliver monthly management dashboards with variance analyses against budget/forecast.

Skills

Power BI

DAX programming

Data modelling

AI features

Analytical problem-solving

Financial analysis

Process automation

Excel

Communication

Tools

SQL

Alteryx

Power BI governance

Power Query

Jira

TM1

Power Automate

Job description

Finance Data Analyst

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 administrationFinancial 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, FPA and IT teams

Desirable Skills

• Advanced Alteryx Certification
• Power Automate knowledgeExperience with TM1
• Basic Jira knowledge