Sr. Account Data and BI Analyst

Jackson & Coker Locumtenens

Alpharetta (GA)

On-site

USD 85,000 - 120,000

Full time

6 days ago
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Job summary

Jackson & Coker Locumtenens is seeking a Senior Accounting Data & BI Analyst in Alpharetta, GA to partner with Accounting and Data stakeholders, translating needs into data pipelines and Power BI solutions.

You will develop forecasting data models, support month-end close, and maintain semantic models that power Accounting reporting. Required: 3–5 years in financial analysis or data analytics, strong SQL, Azure, Power BI, and Excel; excellent communication and collaboration.

Qualifications

  • Bachelor's degree in finance, accounting, data analytics, information systems or a related field.
  • 3-5 years of experience in financial analysis, reporting or data analytics.

Responsibilities

  • Data integration and ETL development using SQL and Azure data services.
  • Develop Power BI dashboards, reports, forecasting tools, and business intelligence solutions for Accounting.

Skills

SQL
Power BI
Excel
Data analytics

Education

Bachelor's degree in finance, accounting, data analytics, information systems or related field

Tools

Word
PowerPoint
Outlook
Teams

Job description

Overview

LocumTenens.com has been leading the way in a booming healthcare industry since 1995. Locum Tenens is a Latin phrase meaning, "to substitute for." When hospitals are understaffed, they rely on us to find them the right temporary physicians to fill in when needed. Every associate at LocumTenens.com plays a role in getting patients seen, no matter what they studied in school or what their role is here. Located in Alpharetta, GA, we boast a state-of-the-art campus featuring world-class amenities. There's nothing ordinary about a typical day here, take a look for yourself: https://www.youtube.com/watch?v=sY9195GCJzQ .

We are a Jackson Healthcare company and we are now the third largest healthcare staffing company in the U.S., serving more than 7 million patients in over 1,400 healthcare facilities.

Senior Accounting Data & BI Analyst

The Senior Accounting Data & BI Analyst will partner with Accounting and Data stakeholders to understand processes and reporting needs and translate those needs into specifications and data pipeline requirements for the Data team. This role will support General Ledger, invoicing, month-end close, and forecasting processes. The Senior Accounting Data & BI Analyst will document data flows from multiple systems into Microsoft Fabric and Power BI and use SQL, Power BI, and scripting tools to automate and maintain finance data solutions within Azure. This role will develop and maintain Power BI dashboards, reports, forecasting tools, and business intelligence solutions for the Accounting team. The Senior Accounting Data & BI Analyst role will manage and prioritize data and reporting requests, perform data validation checks and reconciliations against Workday and source ledger systems, and support data quality and accuracy. In partnership with FP&A, the Senior Accounting Data & BI Analyst will develop forecasting data models that combine financial and sales operations data and design and maintain semantic models that support Accounting reporting and workflow requirements.

ESSENTIAL FUNCTIONS AND BASIC DUTIES
  • Data Integration and ETL - 50%
    • Perform advanced SQL development, including complex joins and query optimization on large datasets
    • Develop Power BI reports and dashboards using DAX, Power Query, data modeling, and report design
    • Utilize advanced Excel capabilities, including PivotTables, Power Query, complex formulas, and financial modeling
    • Support data and reporting initiatives using Azure data services and Microsoft Fabric
    • Work with financial systems and General Ledger data structures to support accounting processes and reporting
    • Use AI-assisted tools for data cleaning, visualization, and forecasting
    • Build forecasting and financial planning models to support business and financial objectives
  • Project Management & Process Automation - 50%
    • Manage and prioritize competing data and reporting requests from Accounting stakeholders
    • Turn non-technical stakeholder needs into clear technical specifications
    • Explain data and reporting requirements clearly to both accountants and engineers through written and verbal communication
    • Replace manual, spreadsheet-heavy accounting workflows and month-end close reconciliations with automated scripts and data automation solutions
SECONDARY FUNCTIONS (IF APPLICABLE)

May work on special projects or other duties as assigned

SUPERVISORY/BUDGETARY/EXTERNAL COMMUNICATION RESPONSIBILITY

May serve as a subject matter expert

QUALIFICATIONS – EDUCATION, WORK EXPERIENCE, CERTIFICATIONS
  • Bachelor's degree in finance, accounting, data analytics, information systems or a related field required
  • 3-5 years of experience in financial analysis, reporting or data analytics
KNOWLEDGE, SKILLS, AND ABILITIES
  • Ability to adhere to and exhibit the Company Values at all times
  • Working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Teams
  • Advanced SQL, including complex joins and query optimization on large datasets.
  • Ability to effectively manage multiple competing priorities in a fast-paced environment
  • Excellent communication skills - both oral and written
  • Ability to build strong business relationships at all levels
  • Strong interpersonal skills
  • Strong attention to detail
  • Strong organizational and time management skills
  • Ability to work independently and collaboratively
  • Solid critical thinking and creative problem-solving skills
  • Ability to consistently meet goals, commitments, and deadlines
  • Ability to work with sensitive information and maintain confidentiality
KEY COMPETENCIES REQUIRED
  • Communicates Effectively
  • Innovative
  • Customer Focus & Teamwork
  • Quality & Results-Oriented
  • Decision Making
  • Resourceful & Tenacious
  • Develops Self
  • Technical Skills
PHYSICAL, MENTAL, WORKING CONDITION, AND TRAVEL REQUIREMENTS

Typical office environment - sedentary with typing, writing, reading requirements. May be able to sit or stand.

Speaking, reading, writing, ability to use a telephone and computer

Ability to exert up to 10 lbs. of force occasionally

Ability to interpret various instructions

Ability to deal wi

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