We are seeking a detail-oriented and highly proficient Business Analyst to join our team. This role will be responsible for maintaining, enhancing, and consistently delivering accurate reports using mainly Excel, Power BI, and our data-lake. You will be focused on reporting, automation, dashboarding and analyzing data to provide actionable insights to guide leadership and executive decisions. The ideal candidate will be passionate about excel, data, process improvement, and using technology to streamline reporting.
KEY RESPONSIBILITIES
Excel Reporting, report maintenance and models:
Prepare, update, and deliver reports in Excel on a regular schedule (weekly, monthly, quarterly) to various internal stakeholders.
Design, develop, improve and streamline our current reporting structure according to business and leadership needs.
Ensure data integrity, consistency, and compliance with company policies and data privacy regulations.
Create, maintain, update and improve forecasts and models.
Provide ad-hoc reporting support when urgent data requests arise.
Automation, Process Improvement and Dashboarding:
Develop new ways of automating tasks and improve the overall department and area efficiency.
Design standardized templates and processes to ensure consistency in reporting.
Build interactive and visually appealing dashboards to present data effectively.
Data Analysis & Insights:
Analyze data to identify patterns, trends, and opportunities and support leadership with data-driven recommendations.
Keep track of business metrics.
Manage our datasets in the data warehouse.
Cross-Team Collaboration:
Partner with Business Partners, Talent Acquisition, Scorecard Management team, Office of the CEO, etc. to gather and validate data.
Required Skills & Qualifications:
Excellent Excel Skills are a must:
Overall expert-level Excel skill. Ideally proven experience in modeling.
Strong command of data extraction and management in Excel.
Experience with VBA and macros for automation.
Ability to structure large, complex datasets for reporting efficiency.
Strong attention to detail and accuracy.
High degree of Intellectual curiosity and intellectual honesty.
Reasonable proficiency and knowledge of financial and business metrics.
Ability to work with sensitive and confidential information discreetly.
Excellent analytical, problem-solving, and time management skills.
Effective communication skills with both technical and non-technical audiences.
Proficiency in MS Office Suite; familiarity with SharePoint, Power BI, or similar tools is a plus.
Education & Experience:
Bachelor’s degree, preferably in a tech or stem related field.
5+ years of experience in HR/financial/business/sales reporting, data analysis, or similar role.
Expertise using Excel.
Top Skills
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.











