Financial BI Analyst

Sorry, this job was removed at 08:19 p.m. (CST) on Friday, May 30, 2025
Latham, NY
In-Office
Fintech • Software • Financial Services
The Role

About GP Fund Solutions:

GPFS is the fund administrator of choice for a wide range of clients in the US, UK, and EU. Every day, with every decision and every client interaction, our values serve as guideposts, to improve the quality of our work, and strengthen our employee and client relationships.

As a business that is all about people; culture isn’t an initiative, it’s an innate value that’s critical to every decision we make. At GPFS, people come first.

At GPFS, diversity is a source of strength, both from our people and ideas. GPFS is a collaborative team-oriented organization where we support each other both personally and professionally. Our culture is defined by our behavior, our curiosity and our support of innovative ideas and perspectives.

Our inclusive culture supports and encourages our team members to try new things, share ideas openly and always ask the question why. It brings us together and makes the team stronger by inspiring all to connect, belong and thrive.

Position Summary:

This position is part of a growing team at GPFS which focuses on providing comprehensive data and reporting solutions for Private Market clients. In this role you will focus on the ingestion, normalization, and enhancement of data (i.e., accounting, financial, regulatory) from multiple sources to support / maintain reporting needs for various organizational stakeholders.

Responsibilities:

  • Support the cleansing, preparation, and enhancement of large / complex datasets for clients and internal teams.
  • Carry out exploratory data analysis.
  • Support reporting environment by maintaining and updating reports and records as needed.
  • Reconcile reporting output to source documents.
  • Identify areas for process improvement or automation.
  • Demonstrate attention to detail and accuracy.
  • Strong multi-tasking and organizational skills in a project-based environment.
  • Ability to research and resolve issues with various degrees of complexity.
  • Strong written and verbal communication skills
  • Ability to work as a strong team member as well as an independent contributor.
  • Flexibility to work hours needed to complete client deliverables.

Required Education and Experience:

  • Degree: 4 Year with master’s preferred
  • Years of experience: 0-3
  • Excel / VBA, SQL / SSRS, R / Python
  • Business Intelligence / visualization software
  • Finance or Economics background a plus

Eligibility Qualifications:

  • Strong interpersonal skills with the ability to collaborate effectively in a dynamic team environment.
  • High integrity, credibility, and a strong commitment to the company’s mission and values.
  • Adaptability and multitasking ability, thriving in a fast-paced and evolving environment.
  • Excellent organizational and time management skills, with a proven ability to handle multiple priorities.
  • Strong analytical skills, with the ability to research, troubleshoot, and resolve complex issues.
  • Effective communication skills, both written and verbal, to interact with various stakeholders.

GPFS Vision

Our purpose is to create enduring relationships with our employees and clients by constantly delivering exceptional opportunities and service.


GPFS Value Statement

Investing in people and culture

GPFS Core Values:
Camaraderie -
 Being supportive of one another and celebrating each other’s successes
Excellence -
 Consistently delivering exceptional work and going above and beyond
Empowerment -
 Fostering a deep sense of agency and ownership over one’s choices and actions
Innovation -
 The drive to think differently and solve problems creatively
Inclusion -
 Recognizing individual’s unique strengths and perspectives with mutual trust and respect

#LI-GP1

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The Company
HQ: Latham, NY
129 Employees
Year Founded: 2011

What We Do

We are the fund administrator of choice for a wide range of customers in the US, UK and EU. Every day, with every decision and every client interaction, our values serve as guideposts, improve the quality of our work, and strengthen our employee and client relationships.

We are building the best culture in the business.

As a business that is all about people, culture isn’t just an initiative - it’s an innate value that’s critical to every decision we make. Here at GPFS, people come first.

We do well and do good.

Doing the right thing—both by our team members and within the communities in which we operate—has been at the core of our beliefs, and a primary factor of our success.

We hold ourselves to higher standards.

Our people and a deeply-rooted culture of learning drives our ability to consistently deliver the highest quality work and relationships.

We are driven by technology.

At the heart of our services is a group of alternative investment experts powered by an industry-leading technology platform and data analytics.

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