The Senior Financial Data Analyst position supports the Finance Data & Analytics team in Chicago, partnering with senior leaders to clarify financial performance and business operations through advanced analytics, financial modeling, SQL, and Microsoft Power BI.
Role Overview
Reporting to the Finance Data & Analytics Manager, this role investigates data flows, enhances the Finance data mart, and supports executive reporting and insights. The work focuses on turning transactional information into analysis-ready models and delivering clear, actionable reporting for committees, the Chief Financial Officer (CFO), and senior management.
Responsibilities
- Support key initiatives using financial modeling, data mining, and analysis, integrating information from multiple sources to produce specialized firm and client reporting.
- Transform transactional data into intuitive fact-and-dimension models that enable efficient analysis by both technical and non-technical users.
- Design and enhance Power BI models, reports, measures, and Data Analysis Expressions (DAX) solutions to improve access to meaningful financial information.
- Collaborate with senior management, firm partners, functional leaders, and other stakeholders to understand goals and determine effective data and delivery approaches.
- Use Transact-SQL and related data tools to extract, organize, validate, and present information in clear, useful formats.
- Analyze complex datasets to identify patterns, correlations, gaps, and insights that support informed decision-making.
- Introduce practical analytical approaches, assess the impact of process changes, and contribute to system and process re-engineering efforts.
- Prepare accurate, timely reporting for committees, the CFO, and other senior leaders.
- Stay current with Power BI developments and work across teams to improve how financial data is used throughout the firm.
Required Qualifications
- Bachelor’s degree in accounting or finance (or comparable experience).
- At least six years of progressively responsible accounting or finance experience; experience in a law firm or professional services environment is a plus.
- Strong SQL querying skills with experience building complex queries, supported by a solid understanding of relational database concepts.
- Advanced Microsoft Excel skills.
- Ability to collect, organize, interpret, and communicate complex information accurately, connecting detailed findings to broader business objectives.
- Proactive approach to identifying next steps, exploring solutions, anticipating potential barriers, and gathering input from relevant stakeholders.
- Strong written, verbal, interpersonal, and organizational skills, with the ability to work effectively independently and as part of a team.
- Excellent attention to detail, sound judgment, commitment to confidentiality, and a strong customer-service mindset.
Preferred Qualifications
- Certified Public Accountant (CPA) status or Master of Business Administration (MBA).
- Experience with PySpark, Microsoft Fabric notebooks and batch jobs, Power BI reporting, DAX, or tabular modeling.
Technologies
- SQL
- Microsoft Power BI
- Data Analysis Expressions (DAX)
- Transact-SQL
- Microsoft Excel
- PySpark
- Microsoft Fabric
- Power BI reporting
- Tabular modeling
Compensation
Compensation Range: Chicago $100,000 - $138,000 per year.
Benefits
- Comprehensive healthcare
- Paid time off
- Retirement
- Flexible benefits
- Personal support
- Tailored learning and development opportunities