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Develop and maintain Power BI dashboards and reports to support financial and operational performance tracking; Extract, analyze, and reconcile financial data from PeopleSoft ERP to ensure accuracy and consistency; Partner with finance and business stakeholders to deliver insightful reporting and analytics; Lead monthly, quarterly, and annual reporting, including variance analysis and executive commentary; Support budgeting, forecasting, and long-range planning processes; Design and optimize data models, DAX measures, and ETL workflows within Power BI; Translate complex financial data into clear, actionable visualizations and presentations; Identify and implement process improvements and automation opportunities within reporting cycles; Ensure strong data governance and integrity across systems and reports; Collaborate with IT and data teams to improve data pipelines and reporting infrastructure
Job Responsibility
Develop and maintain Power BI dashboards and reports to support financial and operational performance tracking
Extract, analyze, and reconcile financial data from PeopleSoft ERP to ensure accuracy and consistency
Partner with finance and business stakeholders to deliver insightful reporting and analytics
Lead monthly, quarterly, and annual reporting, including variance analysis and executive commentary
Support budgeting, forecasting, and long-range planning processes
Design and optimize data models, DAX measures, and ETL workflows within Power BI
Translate complex financial data into clear, actionable visualizations and presentations
Identify and implement process improvements and automation opportunities within reporting cycles
Ensure strong data governance and integrity across systems and reports
Collaborate with IT and data teams to improve data pipelines and reporting infrastructure
Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
5+ years of experience in financial analysis, FP&A, or business analytics
Strong hands-on experience with PeopleSoft Financials (GL, AP, AR, or related modules)
Advanced proficiency in Power BI, including data modeling, DAX, and dashboard design