Finance BI Analyst — Power BI & SQL Dashboards

The Phoenix Group®; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

The Phoenix Group Advisors in New York seeks a Business Intelligence/Data Analyst to join the data and analytics team. The role builds dashboards, analyzes financial data, and partners with stakeholders to deliver reporting and insights.

Candidates should have 1–4 years in investment management or financial services, strong Power BI and SQL skills, and the ability to turn complex datasets into clear reporting.

Qualifications

• 1–4 years of professional data analytics, BI, or reporting experience.
• Experience in investment management, asset management, private equity, financial services, banking, or commercial real estate.

Responsibilities

• Build and maintain Power BI dashboards and reports for investment and business teams.
• Analyze financial and investment data to support recurring reporting and analysis.
• Write and optimize SQL queries to extract, transform, validate, and analyze data.
• Translate business requirements into dashboards, reports, KPIs, and other analytics solutions.
• Work directly with business stakeholders to understand reporting needs and provide actionable insights.
• Validate and reconcile data to ensure reporting is accurate and reliable.
• Analyze information across multiple data sources and troubleshoot discrepancies.

Skills

Power BI

SQL

Dashboarding

Financial analytics

Stakeholder comms

Education

Bachelor's degree

Tools

Snowflake

Sigma Computing

dbt

Job description

The Phoenix Group Advisors in New York seeks a Business Intelligence/Data Analyst to join the data and analytics team. The role builds dashboards, analyzes financial data, and partners with stakeholders to deliver reporting and insights.

Candidates should have 1–4 years in investment management or financial services, strong Power BI and SQL skills, and the ability to turn complex datasets into clear reporting.