Snh Capital Partners - Austin, TX

posted 2 months ago

Full-time
Austin, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

SNH Capital Partners is seeking a highly motivated and organized individual for the role of FP&A Business Intelligence Analyst, supporting our Director of Finance in our Austin, Texas office. This position is crucial in reporting and enhancing our Financial Planning and Analysis (FP&A) focus by leading the development of business intelligence solutions that collect, analyze, and present information to the business. The successful candidate will be responsible for developing solutions that address the private investment business requirements, supporting various areas including Administration, Finance/Accounting, Portfolio Companies, and other departments across the organization. The ideal candidate will demonstrate a strong in-person presence and balance the need to think strategically while taking on significant levels of responsibility. They must be self-reliant and capable of executing tasks at the ground level. This role promises both challenges and immense professional gratification, requiring a results-driven professional with a high level of integrity, accustomed to handling confidential and sensitive information. If you are proactive, detail-oriented, and dedicated to ensuring a high-quality lifestyle and experience, we invite you to apply for this exciting role. Essential job functions include collaborating with Executive Management, Accounting/Administrative, Investment Team, Business Strategy Transformation Team, and Portfolio Company teams to define and understand operational and business objectives, ensuring alignment with overall organizational goals. The analyst will present financial data with actionable recommendations in monthly operational reviews with senior leadership and the CEO. They will gather and document business requirements and Key Performance Indicators (KPIs) to establish benchmarks and evaluate success criteria, ensuring the successful delivery of functional and technical components of Business Intelligence (BI) reporting solutions using Power BI and other systems utilized by the company. The role also involves collaborating with Business Unit heads to build annual budgets and forecasts, designing, developing, and delivering timely, accurate, comprehensive financial operational reports and dashboards. The analyst will prepare business cases to support new investments and strategic decisions, analyze performance data to identify trends and insights, and build interactive operational reports and dashboards using tools such as Tableau, Excel, or other suitable software. Additionally, they will develop requirements and lead the implementation of a data warehouse solution to provide meaningful insights, execute queries to extract and analyze data, and collaborate with operational teams to drive performance improvement initiatives based on analytical insights and best practices. This position requires a highly collaborative approach, engaging with cross-functional teams to ensure smooth project execution and timely delivery of analytical solutions, leveraging project management skills to coordinate tasks, timelines, and resources effectively.

Responsibilities

  • Collaborate with Executive Management, Accounting/Administrative, Investment Team, Business Strategy Transformation Team, and Portfolio Company teams to define and understand operational and business objectives.
  • Present financial data with actionable recommendations in monthly operational reviews with senior leadership & CEO.
  • Gather and document business requirements and Key Performance Indicators (KPIs) to establish benchmarks and evaluate success criteria.
  • Deliver functional and technical components of Business Intelligence (BI) reporting solutions using Power BI and other systems utilized by the company.
  • Collaborate with Business Unit heads to build their annual budgets and forecasts.
  • Design, develop, and deliver timely, accurate, comprehensive financial operational reports and dashboards.
  • Integrate business financial reporting to provide Fund and Firm roll-up reporting.
  • Prepare business cases to support new investment, strategic and other business decisions.
  • Analyze performance data from business, operations, and software systems to identify trends, patterns, and insights.
  • Convert business performance objectives and requirements into clear and actionable reports & presentations.
  • Build and test interactive operational reports, analytics, and dashboards using tools such as Tableau, Excel, or other suitable software.
  • Develop requirements and lead implementation of data warehouse solution to assist with providing meaningful insight.
  • Execute queries to extract, transform, and analyze data from databases, Excel spreadsheets, and other relevant sources to support reporting and data analysis requirements.
  • Collaborate with Operational teams to drive performance improvement initiatives based on analytical insights and best practices, identifying areas for optimization, efficiency, and process enhancements.
  • Work in a highly collaborative manner, engaging with cross-functional teams to ensure smooth project execution and timely delivery of analytical solutions.

Requirements

  • Bachelor's degree in Finance, Computer Science, Information Systems, or related field.
  • 3 or more years' experience in FP&A Reporting using Business Intelligence and Analytics software including Excel, Tableau, Power BI, Salesforce, or comparable visualization and dashboard tools.
  • Financial modeling experience, developing long range planning models, M&A models, new service line models.
  • Highly proficient with data analysis, analytics, & reporting, with a track record of delivering insights & actionable recommendations.
  • Experience in report and dashboard development, data modeling, and data visualization.
  • Process improvement experience with intellectual curiosity to figure out what's not working well and how to fix it, not just running reports.
  • Experience presenting financial data in a way non-financial people can understand in monthly operational reviews with senior leadership.
  • Exceptional leadership skills with the ability to interpret complex financial data and provide actionable insights to stakeholders.
  • Proficiency in working with SQL databases, including data extraction, transformation, and analysis.
  • Experience leading the design and development of system integration using APIs, FTP, and other integration software.
  • Excellent verbal and written communication skills, with ability to work interactively and proactively with executives at all levels in the organization.
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