Technology Financial Operations Data Analytics & BI Engineer

State Street; Quincy (MA); On-site; USD 70,000 - 119,000; Full time

Benefits offered by this job

401K with company match

Medical, dental, vision coverage

Life insurance

Long-term disability insurance

Paid time off

Job summary

State Street in Quincy, MA seeks a Technology Financial Operations Data Analytics & BI Engineer to design, build, and support data models, dashboards, and pipelines. You will own end-to-end delivery from discovery through production, partnering with finance, cloud, and IT teams to move reporting from spreadsheets into governed analytics products.

The ideal candidate has hands-on BI experience with Power BI and Fabric, strong data modeling skills, and the ability to translate complex questions

Qualifications

• Bachelor’s degree or equivalent experience in a related field preferred
• Hands-on experience building BI solutions using Power BI and Fabric including Power Query, DAX, semantic models, dashboards, dataflows, lakehouse/warehouse patterns; strong enterprise BI experience considered
• Demonstrated experience building data models, measures, reconciliations, and refresh processes across multiple source systems
• Familiarity with financial, portfolio, procurement, cloud, and headcount data; IT cost transparency concepts like TCO and showback, Cloud FinOps
• Experience documenting data lineage, definitions, calculations, and controls in governed environments
• Experience working with non-technical stakeholders to capture requirements and validate results before release

Responsibilities

• Build and maintain data pipelines, transformations, semantic models, dashboards, and refreshable reporting using Power BI, Fabric, and related tools
• Modernize spreadsheet-based reporting into governed BI products with defined owners and support model
• Develop reporting supporting technology financial management, TCO, Cloud FinOps, portfolio, demand, and headcount processes
• Prepare, reconcile, and model data from finance, cloud, procurement, portfolio, headcount, and service management systems
• Build reusable datasets and measures with validation checks to surface data quality issues
• Design dashboards for Finance and senior technology leaders to read and act on without walkthroughs
• Capture requirements from stakeholders and translate questions into data-ready answers
• Apply release/change controls to keep reporting secure and production-ready
• Document sources, definitions, calculations, refresh schedules, and limitations
• Support products post-launch with issue triage and continuous improvement

Skills

Data modeling

Stakeholder communication

Problem solving

Education

Bachelor’s degree or equivalent in data analytics / related field

Tools

Power BI

Microsoft Fabric

Power Query

DAX

SQL

Job description

Technology Financial Operations Data Analytics & BI Engineer

Who we are looking for

We are looking for a Technology Financial Operations Data Analytics & BI Engineer reporting to the Technology Financial Operations Office. This role builds and supports the data models, dashboards, pipelines.

Why this role is important to us

This is a build-and-support role: the successful candidate does the BI engineering and data modeling directly, works with the stakeholders who use the output, and stays with those products once they are in production. The work runs the full path from a loosely defined reporting request through discovery, data preparation, modeling, build, validation, release, and ongoing support.

The work is to move recurring reporting off manual spreadsheets and one-off files and onto governed analytics products with reliable refreshes, consistent definitions, and clear ownership. Microsoft Power BI and Microsoft Fabric are the corporate platforms for this work; strong comparable enterprise BI experience will also be considered.

Near-term work includes reporting for IT Total Cost of Ownership and showback, Cloud FinOps spend and optimization tracking, productivity and demand reporting, and the retirement of high-effort manual reports.

What You Will Be Responsible For

• Build and maintain data pipelines, transformations, semantic models, dashboards, and refreshable reporting solutions using Microsoft Power BI, Microsoft Fabric, and related analytics tools.
• Modernize spreadsheet-based reporting by converting recurring, manually maintained reports into governed, reusable BI products with defined owners and a support model.
• Develop reporting that supports technology financial management, IT Total Cost of Ownership, Cloud FinOps, portfolio, demand, and headcount processes, including showback views and optimization tracking.
• Prepare, reconcile, and model data from finance, cloud, procurement, portfolio, headcount, and service management systems, including the transformation logic and refresh processes that keep those sources aligned.
• Build reusable datasets, semantic models, and measures, together with the validation checks and exception reporting that surface data quality issues before they reach a report.
• Design dashboards and reports that Business Office teams, finance partners, and senior technology leaders can read and act on without a walkthrough.
• Work directly with business stakeholders to capture requirements, agree definitions, and validate results, translating loosely defined questions into something the available data can answer.
• Apply controlled release, change, and access practices so reporting stays secure, traceable, and safe to change once it is in production.
• Document sources, definitions, assumptions, calculation logic, refresh schedules, and known limitations.
• Support delivered products after launch, including issue intake, triage, resolution, and continuous improvement.

What We Value

These skills will help you succeed in this role

• Ownership of a vague reporting request from discovery through build, validation, release, and ongoing support, including the unglamorous parts, without needing to be chased.
• Comfort working with imperfect source data, and the discipline to reconcile differences, document assumptions, and state plainly what the data will and will not support.
• A clear line between actuals, forecasts, estimates, and advisory analysis, held consistently and without turning every number into a caveat.
• The ability to explain a number, its limitations, and the tradeoffs behind it to a finance partner, a technical peer, or a senior executive.
• Comfort working across functions where definitions, source data, and ownership are still maturing, and the patience to build alignment rather than wait for it.
• A product mindset that treats reporting as a supported capability with an owner, a backlog, and a roadmap rather than a series of one-off builds.
• Exacting standards for documentation, data quality, governance, and auditability, because these reports are relied on every month and are expected to hold up to review.

Education & Preferred Qualifications

• Bachelor’s degree in Data Analytics, Information Systems, Computer Science, Finance, Business Analytics, Engineering, or a related field preferred; equivalent experience may be considered.
• Hands-on experience building BI solutions using Microsoft Power BI and Microsoft Fabric preferred, including Power Query, DAX, semantic models, dashboards, dataflows, lakehouse or warehouse patterns, and SQL; strong comparable enterprise BI experience will also be considered.
• Demonstrated experience building data models, measures, reconciliations, and refresh processes that span multiple source systems and survive routine change in those sources.
• Familiarity with financial, portfolio, procurement, cloud, and headcount data, and with IT cost transparency concepts such as Total Cost of Ownership, showback, and Cloud FinOps, preferred.
• Experience documenting data lineage, definitions, calculations, and controls in a governed or regulated enterprise environment preferred.
• Experience working directly with non-technical stakeholders to capture requirements, agree definitions, and validate results before release preferred.

Additional Requirements

This is a matrixed role. The work spans finance, FinOps, portfolio, procurement, and technology teams, with requirements that shift as the cost agenda matures and source data that rarely arrives clean. Comfort operating with that level of ambiguity, and the persistence to resolve it rather than route around it, matters as much as technical skill.

Work Requirements

• Expected to follow applicable State Street office attendance requirements for the role and location.
• Standard business hours, with flexibility as needed to support stakeholders across time zones; limited travel may be required.

Salary Range:

$70,000 - $118,750 Annual

Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.