Financial Data Analyst: Power BI & FP&A Insights Leader

Paylocity; United States; On-site; USD 95,000 - 105,000; Full time

Job summary

Paylocity seeks a Financial Data Analyst to transform complex data into actionable insights. You will drive financial reporting, forecasting, and dashboards collaborating with Finance, Accounting, Operations and IT.

The role emphasizes strong data analytics, advanced Excel, Power BI, and programming with SQL/Python to automate reporting and support business decisions. Travel may be required.

Qualifications

• Bachelor's degree required with minimum 2 years of relevant work experience.
• Experience in a services organization and a finance (FP&A) background.
• Advanced Excel skills including PivotTables, Power Query, and financial modeling.
• Experience with Power BI or similar BI platforms preferred.
• Experience handling large, complex datasets from multiple sources and automating reports.

Responsibilities

• Extract, transform, and analyze data from multiple systems and databases.
• Develop, build and maintain Power BI dashboards and data visualizations using Excel, Python, SQL or other analytical tools
• Reconcile data across financial and operational systems and identify data integrity issues.
• Define data requirements with Finance, Operations and leadership to develop reporting dashboards.
• Identify opportunities to automate manual financial reporting and analytical processes.
• Develop data-quality checks and controls to improve accuracy and consistency.
• Partner with IT/data teams to improve data structures, reporting processes, and system integrations.

Skills

Power BI

Excel

PivotTables

Power Query

Financial modeling

SQL

Python

Data visualization

FP&A

APIs

Education

Bachelor's degree

Tools

Power BI

Excel

SQL

Python

Job description

Paylocity seeks a Financial Data Analyst to transform complex data into actionable insights. You will drive financial reporting, forecasting, and dashboards collaborating with Finance, Accounting, Operations and IT.

The role emphasizes strong data analytics, advanced Excel, Power BI, and programming with SQL/Python to automate reporting and support business decisions. Travel may be required.