Business Analyst

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America's Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Business Performance & Analytics Principal provides leadership and hands-on execution across reporting, analytics, and performance management initiatives. The role is responsible for developing reporting and analytics solutions, supporting KPI and performance measurement frameworks, and delivering actionable insights that help leaders understand performance, identify opportunities, and make informed business decisions.
This role partners with business leaders and cross-functional teams to translate business needs into reporting, analytics, and decision-support solutions. The Principal is expected to operate as a hands-on individual contributor while also guiding complex initiatives, mentoring analysts, and helping build scalable reporting and analytics capabilities.
The role requires a balance of business partnership, analytical problem-solving, report development, data analysis, forecasting, and initiative leadership.
Responsibilities:
• Lead strategic analytics initiatives and reporting workstreams that support operational priorities, transformation initiatives, and performance management needs.
• Design KPI frameworks, reporting methodologies, and measurement approaches that support consistent performance visibility.
• Develop advanced dashboards, scorecards, and reporting solutions that integrate operational metrics, trends, risks, and business outcomes.
• Conduct root-cause analysis, performance analysis, and trend analysis to identify drivers, risks, and improvement opportunities.
• Perform and support forecasting, predictive insights, workload analysis, and scenario-based reporting where needed.
• Partner directly with business leaders to understand reporting needs, define requirements, and deliver actionable insights.
• Lead and support complex reporting requests, escalations, and priority initiatives that require advanced analytical judgment or cross-functional coordination.
• Mentor Business Performance & Analytics Seniors by sharing best practices, reviewing approach, and helping establish consistent reporting standards.
• Contribute as a hands-on individual contributor by developing reports, validating data, documenting logic, and supporting delivery when needed.
• Help establish reporting definitions, governance standards, documentation practices, and repeatable development processes.
• Partner with leaders to evaluate priorities, requirements, and resource needs to maximize the impact of reporting and analytics efforts.
Qualifications:
• Bachelor's degree in Data Analytics, Business Analytics, Data Science, Statistics, Mathematics, Computer Science, Information Systems, Operations, Finance, Economics, or a related field.
• 5-7+ years of relevant experience in data analytics, business intelligence, operational reporting, performance management, or analytics-enabled business support.
• Experience leading analytics, reporting, dashboard, or business intelligence workstreams from requirements gathering through delivery.
• Advanced Power BI experience, including dashboard development, data modeling, measures, visualizations, and performance reporting.
• Strong SQL skills, including the ability to extract, join, transform, and validate data from multiple sources.
• Strong Excel and analytical skills, including experience working with large data sets, reporting logic, reconciliations, and analysis.
• Experience with KPI design, scorecards, operational metrics, reporting standards, and performance measurement.
• Experience analyzing operational performance, including quality, productivity, capacity, cycle time, SLA performance, client experience, or related business metrics.
• Ability to translate business questions into reporting requirements, analytical approaches, and practical recommendations.
• Strong communication skills with the ability to explain complex data, reporting logic, and insights to non-technical audiences.
• Strong attention to detail, follow-through, and commitment to reporting accuracy and data quality.
• Ability to manage multiple priorities, work through ambiguity, and adjust based on changing business needs.
• Ability to work independently while also partnering closely with analysts, business stakeholders, and leadership.
Relevant Experience
• Experience with forecasting, trend analysis, root-cause analysis, predictive indicators, or advanced operational analytics.
• Experience supporting reporting modernization, report rationalization, process improvement, or automation initiatives.
• Experience working in operations, service delivery, manufacturing, supply chain, financial operations, or other execution-focused environments.
• Experience developing reporting governance, documentation standards, KPI definitions, or repeatable reporting processes.
• Experience mentoring analysts, reviewing analytical approach, and helping establish team standards.
• Familiarity with AI-enabled analytics, automation tools, predictive indicators, or emerging analytics technologies used to improve reporting, analysis, and decision-making.
• Experience using data visualization principles and storytelling techniques to present insights clearly and effectively.
Core Competencies
• Analytics Leadership: Leads complex reporting and analytics workstreams, helping move priorities from business need to actionable insight.
• Dashboard and Reporting Development: Builds scalable dashboards, scorecards, and reporting solutions that provide clear performance visibility.
• KPI and Measurement Design: Designs and applies consistent KPI definitions, performance measures, and reporting methodologies.
• Analytical Problem Solving: Identifies trends, root causes, risks, and opportunities through structured analysis and strong business understanding.
• Business Partnership: Works directly with business leaders to understand needs, clarify requirements, and deliver practical reporting and analytics solutions.
• Data Quality and Governance: Supports reliable reporting through data validation, documentation, standardization, and governance practices.
• Mentorship and Standards: Helps develop analysts by sharing best practices, reinforcing standards, and supporting consistent ways of working.
What Success Looks Like
• Business leaders have trusted dashboards, scorecards, and reporting solutions to manage performance.
• KPI definitions and reporting standards are more consistent across teams and initiatives.
• Strategic initiatives receive stronger analytics support, measurement, and performance visibility.
• Analysts have clearer guidance, standards, and support for report development and business requests.
• Reporting solutions are more scalable, accurate, and easier to maintain.
• Business performance and analytics work is better prioritized based on business impact, available capacity, and organizational needs.
• The team is viewed as a business partner that helps leaders understand performance, identify risks, and act on opportunities.
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