Finance Data Analyst: Master Data & BI Dashboards

Milestone Technologies, Inc.; California; On-site; USD 70,000 - 85,000; Full time

Job summary

Milestone Technologies is seeking a Data Analyst to manage master data, reference data, and data governance within a client finance environment. You will research data sources, cleanse data, map data flows, and support financial reporting needs as a finance data SME.

The role requires hands-on SQL, Excel, and Power BI skills, plus the ability to implement data quality controls and partner with technical teams on data structures. This position emphasizes accuracy and cross-system data governance.

Qualifications

• Bachelor’s degree.
• Minimum 4+ years of related business experience working with corporate data.
• Ability to write SQL queries from scratch to pull datasets from databases for reporting and dashboard development.
• Expert Excel skills and high attention to detail.
• Experience with metadata, master data, reference data, and data management systems.
• Passion for data accuracy and supporting governance and consistency.
• Understanding of relational databases and hierarchical data schemes.
• Experience with Business Intelligence tools, including Power BI.
• Well-versed in the business uses of financial data, business terms, and the data elements related to financial transactions.
• Quick Learner of business systems, data intersections, reporting, and organizational structure.
• Perceptive of up and downstream impacts.
• Self-starter able to prioritize across multiple projects with competing deadlines and motivated to promote change.

Responsibilities

• Support a strong financial reporting infrastructure of global systems and processes involving all aspects of information management and technology for the organization.
• Maintain master data and related reporting hierarchies specific to the business unit financial and management reporting.
• Implement controls and processes to mitigate data quality risks including monitoring data quality results, reports, and dashboards.
• Provide transparency to master data and reporting hierarchies via dashboards.
• Create and support data quality analysis and automation.
• Partner with technical teams on systems and data structures.
• Responsible for assuring quality and trust in the data, supporting standard definitions for the organization to follow, and maintaining consistent use of data resources across the organization.
• Assist with major data and organizational changes that impact reporting structures.
• Provide guidance and assistance to the finance organization on data governance processes.
• Develop various reports, dashboards, and analyses leveraging SQL, Excel, and Power BI

Skills

Bachelor's degree

4+ years experience

SQL queries

Excel

Power BI

Data governance

Data management

Relational databases

Financial data knowledge

Data accuracy

Self-starter

Education

Bachelor's degree

Tools

SQL

Power BI

Excel

Job description

Milestone Technologies is seeking a Data Analyst to manage master data, reference data, and data governance within a client finance environment. You will research data sources, cleanse data, map data flows, and support financial reporting needs as a finance data SME.

The role requires hands-on SQL, Excel, and Power BI skills, plus the ability to implement data quality controls and partner with technical teams on data structures. This position emphasizes accuracy and cross-system data governance.