Financial Data Insights Specialist

1 day ago

Pune, Maharashtra, India beBeeData Full time ₹ 2,80,000 - ₹ 3,30,000

Job Title: Financial Data Insights Specialist

We are seeking a highly skilled Financial Data Insights Specialist to join our team and play a key role in building a single source of truth for our high-volume, direct-to-consumer accounting and financial data warehouse.

The ideal candidate will have a strong background in data analysis, SQL, and data transformation, with experience in financial data warehousing and reporting.

This role will involve working closely with finance and accounting teams to gather requirements, build dashboards, and transform data to support month-end accounting, tax reporting, and financial forecasting.

The financial data warehouse is currently built in Snowflake and will be migrated to Databricks. The candidate will be responsible for transitioning reporting and transformation processes to Databricks while ensuring data accuracy and consistency.

Main Responsibilities:

  • Data Analysis & Reporting:
    • Build and maintain month-end accounting and tax dashboards using SQL and Snowsight in Snowflake.
    • Transition reporting processes to Databricks, creating dashboards and reports to support finance and accounting teams.
    • Gather requirements from finance and accounting stakeholders to design and deliver actionable insights.
  • Data Transformation & Aggregation:
    • Develop and implement data transformation pipelines in Databricks to aggregate financial data and create balance sheet look-forward views.
    • Ensure data accuracy and consistency during the migration from Snowflake to Databricks.
    • Collaborate with the data engineering team to optimize data ingestion and transformation processes.
  • Data Integration & ERP Collaboration:
    • Support the integration of financial data from the data warehouse into NetSuite ERP by ensuring data is properly transformed and validated.
    • Work with cross-functional teams to ensure seamless data flow between systems.
  • Data Ingestion & Tools:
    • Understand and work with Fivetran for data ingestion (no need to be an expert, but familiarity is required).
    • Troubleshoot and resolve data-related issues in collaboration with the data engineering team.

Required Skills and Qualifications:

  • 3+ years of experience as a Data Analyst or similar role, preferably in a financial or accounting context.
  • Strong proficiency in SQL and experience with Snowflake and Databricks.
  • Experience building dashboards and reports for financial data (e.g., month-end close, tax reporting, balance sheets).
  • Familiarity with Fivetran or similar data ingestion tools.
  • Understanding of financial data concepts (e.g., general ledger, journals, balance sheets, income statements).
  • Experience with data transformation and aggregation in a cloud-based environment.
  • Strong communication skills to collaborate with finance and accounting teams.
  • Nice-to-have: Experience with NetSuite ERP or similar financial systems.

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