Senior Finance Associate, Data Tools

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

A leading global alternative investment firm is hiring a Senior Associate to support the build-out of scalable reporting and analytics capabilities across its investment business. This role is equal parts automation data quality and stakeholder-facing problem solving; taking inputs from multiple sources turning them into reliable datasets and delivering repeatable reporting and dashboards that reduce manual work for teams across the platform.

Responsibilities

Build and improve automated reporting products that support recurring internal client-facing and regulatory needs using a mix of Alteryx Python and Power BI
Create and maintain repeatable data workflows (especially in Alteryx) that standardize inputs improve accuracy and minimize manual steps
Act as an internal solutions partner; gather requirements clarify definitions structure the approach and deliver tools that make reporting faster and more consistent
Partner closely with stakeholders across Investor Relations Finance Operations and investment professionals to understand how data is used and where automation can drive the most impact
Become a power user of internal data environments; understanding where key data is created how its stored and how it should flow into downstream reporting
Drive data hygiene efforts (cleaning legacy fields reconciling inconsistencies and helping establish practical standards for better data going forward)
Develop Power BI dashboards and visual reporting that make complex datasets easier to interpret and more self-service for end users
Own delivery end-to-end for enhancements and ad-hoc requests including scoping build user testing iteration and rollout

Preferred / nice-to-haves

Experience in analytics / reporting / data tooling within a finance or accounting environment (investment firm experience preferred)
Strong Power BI development skills including data modeling relationships advanced visuals and DAX
Strong querying capability in SQL and comfort working with large datasets (experience with Snowflake is a plus)
Hands-on experience building workflows in Alteryx (or similar automation tooling) to support repeatable reporting
Strong project management and organizationable to juggle multiple workstreams with high attention to detail
Clear communicator with confidence working across functions and levels; comfortable translating between business ask and technical build
High ownership mindset and comfort working through ambiguity

Why this opportunity

Highly visible seat with real ownership over tools that teams rely on every day
A mix of technical build work and stakeholder partnership (not a back-office ticket queue)
Strong runway into broader analytics reporting or finance transformation paths within the firm

Responsibilities

Build and improve automated reporting products that support recurring internal client-facing and regulatory needs using a mix of Alteryx Python and Power BI
Create and maintain repeatable data workflows (especially in Alteryx) that standardize inputs improve accuracy and minimize manual steps
Act as an internal solutions partner; gather requirements clarify definitions structure the approach and deliver tools that make reporting faster and more consistent
Partner closely with stakeholders across Investor Relations Finance Operations and investment professionals to understand how data is used and where automation can drive the most impact
Become a power user of internal data environments; understanding where key data is created how its stored and how it should flow into downstream reporting
Drive data hygiene efforts (cleaning legacy fields reconciling inconsistencies and helping establish practical standards for better data going forward)
Develop Power BI dashboards and visual reporting that make complex datasets easier to interpret and more self-service for end users
Own delivery end-to-end for enhancements and ad-hoc requests including scoping build user testing iteration and rollout

Preferred / nice-to-haves

Experience in analytics / reporting / data tooling within a finance or accounting environment (investment firm experience preferred)
Strong Power BI development skills including data modeling relationships advanced visuals and DAX
Strong querying capability in SQL and comfort working with large datasets (experience with Snowflake is a plus)
Hands-on experience building workflows in Alteryx (or similar automation tooling) to support repeatable reporting
Strong project management and organizationable to juggle multiple workstreams with high attention to detail
Clear communicator with confidence working across functions and levels; comfortable translating between business ask and technical build
High ownership mindset and comfort working through ambiguity

Why this opportunity

Highly visible seat with real ownership over tools that teams rely on every day
A mix of technical build work and stakeholder partnership (not a back-office ticket queue)
Strong runway into broader analytics reporting or finance transformation paths within the firm