What are the responsibilities and job description for the Senior Data Analyst (Business Intelligence Requirements Lead - FP&A) position at Apex Systems?
Job#: 3043410
Job Description:
Senior Data Analyst (Business Intelligence Requirements Lead - FP&A)
Location: Remote
Role Overview
We are seeking a skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization. This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes. The ideal candidate will possess expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment, combined with experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions.
Key Responsibilities
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6 months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.
Job Description:
Senior Data Analyst (Business Intelligence Requirements Lead - FP&A)
Location: Remote
Role Overview
We are seeking a skilled Senior Data Analyst to serve as a Business Intelligence (BI) Requirements Lead within the Finance organization. This role will act as the key liaison between FP&A stakeholders and BI development teams, ensuring reporting and analytics solutions effectively support financial planning, forecasting, and decision-making processes. The ideal candidate will possess expertise in Financial Planning & Analysis (FP&A) within a banking or financial services environment, combined with experience gathering business requirements, translating financial concepts into technical specifications, and supporting the delivery of Power BI reporting solutions.
Key Responsibilities
- Collaborate with FP&A stakeholders to gather, analyze, and document business requirements for business intelligence and analytics solutions.
- Translate complex financial planning concepts, including forecasting cycles, planning seasons, stress testing, P&L analysis, and balance sheet reporting into clear technical requirements.
- Serve as the primary bridge between business users and BI development teams, ensuring alignment between business objectives and technical deliverables.
- Facilitate requirement-gathering workshops, stakeholder interviews, and working sessions with finance and business teams.
- Develop and maintain comprehensive business and functional requirements documentation.
- Partner with Power BI developers to ensure dashboards, reports, and analytical solutions meet business expectations and timelines.
- Perform data validation, reconciliation, and quality assurance activities to support reporting accuracy.
- Coordinate and support User Acceptance Testing (UAT), ensuring delivered solutions satisfy business requirements.
- Utilize SQL and Python to conduct data analysis, validation, prototyping, and exploratory investigations.
- Promote best practices in requirements management, stakeholder engagement, and BI solution delivery.
- Continuously improve documentation standards, processes, and methodologies for requirements gathering and solution development.
- 5-8 years experience in FP&A within banking, financial services, or a related finance environment.
- Strong understanding of financial planning processes, including forecasting, budgeting, planning cycles, and stress testing.
- 5 years solid knowledge of accounting principles, including Profit & Loss (P&L) Statements, Balance Sheets, Income Statements, and financial performance reporting.
- Bachelor's degree in Finance, Accounting, Business, Data Analytics, Computer Science, or a related field, or equivalent professional experience.
- Hands-on experience with Power BI and business intelligence reporting solutions.
- Proficiency in SQL for querying, validating, and analyzing data.
- Working knowledge of Python for data analysis, exploration, and validation activities.
- Experience gathering, documenting, and translating business requirements into technical specifications.
- Strong communication, facilitation, and stakeholder management skills.
- Proven ability to work effectively with both business stakeholders and technical development teams.
- Experience supporting enterprise-scale BI or data analytics initiatives.
- Background in banking, risk management, or financial regulatory reporting.
- Experience with Agile delivery methodologies.
- Familiarity with data warehousing and enterprise data management concepts.
- Business Analysis & Requirements Management
- Financial Planning & Analysis (FP&A)
- Stakeholder Engagement
- Business Intelligence & Reporting
- Data Validation & Quality Assurance
- Problem Solving & Critical Thinking
- Communication & Facilitation
- Power BI, SQL, and Python
- Cross-Functional Collaboration
- Financial & Accounting Acumen
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6 months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.
Salary : $70 - $75