SD General

Sundaram Finance Limited; Zhob; On-site; PKR 1,200,000 - 1,800,000; Full time

Job summary

Sundaram Finance Limited in Pakistan is seeking a Data Analyst specializing in BI & Analytics to support business reporting, dashboarding and data-driven decisions. You will extract data using SQL, build Power BI dashboards and automate recurring reports.

The ideal candidate has 2–5 years in data analytics, strong Excel and Python knowledge, and experience in financial services. You will collaborate with Operations, Marketing, Product and Tech to deliver actionable insights and drive performance

Qualifications

• 2 to 5 years of experience in Data Analytics, MIS, Business Intelligence, Reporting or Data Analysis.
• Hands-on experience with SQL and Power BI is essential.
• Experience in financial services, insurance, lending, CRM analytics or campaign analytics will be an added advantage.
• Strong Excel abilities and data analytics mindset.

Responsibilities

• Data Extraction & Data Management using SQL and reporting tools.
• Design, develop and maintain Power BI dashboards for multiple stakeholders.
• Automate recurring MIS, campaign trackers and management reporting processes.
• Analyze customer, sales, renewal and operational data to identify trends and opportunities.
• Coordinate with IT, Analytics, Product and Business teams for dashboard validation and UAT.

Skills

Advanced Excel

SQL

Power BI

Power Query

Data Visualization

Data Validation

Reconciliation

Python (basic)

Education

BE / BTech / BSc / BCom / BCA / Statistics / Mathematics / Computer Science or equivalent graduation

MBA / PGDM / Post Graduate Program in Business Analytics, Data Analytics or related discipline preferred

Tools

Power BI

Google BigQuery

Job description

Job Title

Data Analyst - Business Intelligence & Analytics

Location

Reporting To

Manager - Operations & Business Transformation

Experience

2 to 5 years in Data Analytics, MIS, Business Intelligence or Reporting

Preferred Industry

NBFC / Banking / Insurance / Financial Services / FinTech

Role Purpose

We are looking for a highly analytical and business-oriented Data Analyst to support business intelligence, reporting automation, campaign analytics, CRM transformation, customer-level tracking and performance management initiatives. The role will work closely with Operations, Business, Marketing, Product, Technology and Analytics teams to convert data into actionable insights and support data-driven decision-making.

The ideal candidate should have strong hands-on exposure to SQL, Power BI and Advanced Excel, with working knowledge of Python preferred. The person should be able to understand business problems, extract and validate data, build dashboards, automate recurring reports, and communicate insights in a simple business-consumable manner.

Key Responsibilities

1. Data Extraction & Data Management
   • Extract and analyze data from multiple internal systems using SQL and available reporting tools.
   • Perform data validation, reconciliation and quality checks before publishing reports or dashboards.
   • Create standardized datasets for business reporting, campaign tracking and customer-level analysis.
   • Maintain data integrity, version control and documentation for recurring analytics outputs.
   • Design, develop and maintain Power BI dashboards for business, operations and management reviews.
   • Build branch, region, product, channel and customer-level performance dashboards.
   • Automate recurring MIS, campaign trackers and management reporting processes.
   • Monitor dashboard refresh schedules and coordinate resolution of data refresh or source-data issues.
2. Business Analytics & Insights
   • Analyze customer, sales, renewal, insurance, investment and operational data to identify trends and opportunities.
   • Perform funnel analysis, conversion analysis, productivity analysis and portfolio performance reviews.
   • Identify business gaps, risk areas, cross-sell opportunities and productivity improvement levers.
   • Prepare short, clear and actionable summaries for business and senior management discussions.
3. Campaign & Customer Analytics
   • Track campaign effectiveness at customer level, including lead generation, conversion, drop- off and follow-up status.
   • Measure campaign ROI and provide insights to improve targeting, messaging and channel efficiency.
   • Support customer segmentation, renewal campaigns, cross-sell campaigns and retention analytics.
   • Create tracking frameworks to prove campaign efficiency and enable repeatable campaign governance.
4. Business Requirement & Stakeholder Support
   • Interact with business users to understand requirements and translate them into analytical outputs.
   • Prepare requirement notes, process flows, data definitions and dashboard logic documentation.
   • Support UAT, validation and implementation of dashboards, reports and automation solutions.
   • Coordinate with IT, Analytics, Product, Business and external partners where required .
5. Process Improvement & Automation
   • Identify opportunities to reduce manual effort in operational and reporting processes.
   • Use Excel, Power Query, Power BI and Python to automate repetitive reports and analytics workflows.
   • Create SOPs and process documentation for recurring reports and automated processes.
   • Support CRM / Work Queue Management and digital transformation initiatives through data-backed analysis.

Required Skill Set

Skill Area

Expected Capability

Technical Skills

Advanced Excel, SQL, Power BI, Power Query, data visualization, data validation and reconciliation.

Preferred Technical Skills

Python for data cleaning, pandas-based analysis, basic automation and repeatable reporting scripts.

Business Skills

Business analytics, MIS, customer analytics, campaign analytics, performance management and process improvement.

Domain Preference

Exposure to NBFC, Banking, Insurance, Financial Services, CRM or lending / distribution analytics.

Soft Skills

Analytical thinking, attention to detail, communication, ownership mindset, stakeholder management and ability to work independently.

Educational Qualification

BE / BTech / BSc / BCom / BCA / Statistics / Mathematics / Computer Science or equivalent graduation.

MBA / PGDM / Post Graduate Program in Business Analytics, Data Analytics or related discipline preferred.

Experience Requirement

2 to 5 years of experience in Data Analytics, MIS, Business Intelligence, Reporting or Data Analysis.

Hands-on experience with SQL and Power BI is essential.

Experience in financial services, insurance, lending, CRM analytics or campaign analytics will be an added advantage.

Key Performance Indicators (KPIs)

Accuracy and timeliness of reports, dashboards and analytical outputs.

Reduction in manual reporting effort through automation.

Dashboard adoption and usage by business teams.

Quality of insights and usefulness of recommendations for business decisions.

Timely delivery of campaign trackers, customer-level conversion reports and management review inputs.

Stakeholder satisfaction and responsiveness to business requirements.

Candidate Profile Summary

The role is best suited for a person who is not limited to routine MIS preparation, but can think analytically, question data quality, understand business context, and convert raw data into decisions. The candidate should be comfortable working with large datasets, senior stakeholders and cross-functional teams, while also being hands-on enough to build dashboards, automate reports and prepare actionable business insights.

Nice-to-Have Capabilities

Experience with CRM data, lead management systems or Work Queue Management platforms.

Power BI DAX and data modeling exposure.

Google BigQuery or cloud data platform exposure.

Ability to prepare concise business notes and presentation-ready insights.

Exposure to GenAI or AI productivity tools for documentation, analysis and reporting support.