The Role
Analyzes financial and operational data to build Power BI dashboards, reports, KPI scorecards, budget and forecast models. Reviews invoices, reconciles spending, supports billing and chargebacks, prepares P&L reporting, and provides analysis to leadership. Translates business requirements into analytics solutions, validates data accuracy, and collaborates with finance and technology teams to improve revenue tracking and forecasting.
Summary Generated by Built In
Data Analyst - Strategic Finance and Operations
In this role within Platforms & Partnerships, Strategic Finance and Operations team, the Data Analyst will work with financial and operational data to create insightful reports and dashboards, enabling business decision-making and supporting our global strategy. You will take ownership of projects and work with team members to deliver solutions that meet the needs of internal functions and leadership of the Firm.
The ideal candidate will have a solid data foundation and experience using Power BI in data analysis, data transformation, modeling, and visualizations with an appetite for continuous learning and development. This role is an exciting opportunity to join an accomplished and professional organization with a sustained track record of growth, development, and innovation. Your career here is yours to own and grow alongside the Firm.
What You’ll Do – Master List
Finance, Accounting, and Reporting
• Translate inputs from people roster (FTEs and ICs), vendor agreements (SOWs) and invoices into budget and forecast models
• Assist with tracking P&P team spend for budget, actual and forecast at the platform level
• Assist in budgeting and forecasting processes; support the preparation and presentation of materials for firm leadership.
• Review and validate vendor invoices and time/expense submissions; ensure accuracy and track to estimated capitalization
• Support P&P team with billing code set up, coding of invoices and tracking of spend
• Review and reconcile vendor invoices with internal reports to ensure hours and billing rates are accurately captured before payment is made to vendors
• Provide necessary data to finance stakeholders (strategic finance, FP&A, tax) for ISL chargeback process, forecasting and quarterly and yearly compliance purposes
• Prepare, review, and distribute monthly reports including P&L for each platform, data, and financial analysis to leadership; respond to ad-hoc data/analysis requests.
• Assist in preparing internal finance/accounting presentations to senior management.
Data, Analytics & Technology
• Translate business requirements into clear, actionable design and implementation plans.
• Develop models, specifications, workflows, and diagrams to support delivery of data analytics for proactive decision making for product managers and leadership.
• Design and maintain dashboards, reports, and KPI scorecards using Power BI and other tools in alignment with business needs.
• Support P&P team in calculating portfolio management metrics, including revenue and ROI, collaborating with ISL and finance stakeholders to understand data nuances and consolidating data from various data sources
• Test, validate, and troubleshoot solutions to ensure data accuracy and functionality.
• Manage and prioritize competing demands from internal and external stakeholders; find creative solutions to meet diverse data needs.
• Evaluate and manage sensitive, confidential information and communications with sound judgment.
• Collaborate with finance and technology teams to enhance revenue tracking and forecasting capabilities.
General
• Handle other requests for routine finance, accounting, and administrative tasks.
• Additional responsibilities as identified. This description is not designed to encompass a comprehensive listing of required activities, duties or responsibilities.
What You’ll Need – Master List
Education & Experience
• Bachelor’s degree required (Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or related fields preferred).
• 1–4 years of relevant experience in finance, accounting, data analysis, sales operations, or consulting.
• Experience with Power BI, SQL, Excel (advanced), and financial/operational data analysis preferred.
• Experience with SAP and CRM systems (e.g., ServiceNow, Radius) is a plus.
Skills & Knowledge
• Proficiency in MS Word, Excel, PowerPoint, and Outlook.
• Strong understanding of financial reporting, budgeting, and forecasting
• Familiarity with relational and non-relational databases; experience with SQL scripting required, python preferred.
• Power BI experience including data modeling, DAX, M Query, and implementing security models (e.g., row-level restrictions).
Soft Skills & Attributes
• Excellent interpersonal and communication skills with the ability to interact professionally with senior executives and diverse teams.
• High degree of integrity and discretion with confidential information.
• Proven analytical thinking and organizational skills; high attention to detail.
• Ability to work independently on complex assignments and manage multiple priorities effectively.
• Creative problem solver who identifies process improvements and adapts quickly in a dynamic environment.
• Appetite for continuous learning and professional development.
Other Requirements
• Strong written and verbal communication skills in English.
• Willingness to work outside of standard U.S. business hours, including early morning or late evening calls with global teams.
• Ability to work full-time in a hybrid office/remote environment.
• Must embody and promote the firm’s Core Values as outlined in the AlixPartners Code of Conduct.
Scope of Work
Workstream
Core Activities
Tools / Data Sources
Finance, accounting & reporting
• Translate people-roster, vendor SOWs, and invoices into rolling budget & forecast models
• Track spend vs. budget at platform level; prepare P&L packs
SAP and Oracle extracts, Excel, Power BI
Capitalization & invoice validation
• Validate vendor invoices against Intapp time reports; ensure GAAP capitalization compliance
• Maintain billing codes and spend tracker
Intapp extracts, SAP extracts
Data & Tech
• Model, transform, and secure data in Power BI; develop required query logic
• Maintain KPI scorecards & Portfolio Oversight dashboard
Power BI, SQL, python
Operations
• Enhance revenue tracking & ROI metrics across product archetypes
• Support firm-wide finance initiatives & ad-hoc analyses
Coda
Skills Required
- Bachelor's degree
- 1-4 years of relevant experience in finance, accounting, data analysis, sales operations, or consulting
- SQL scripting experience
- Strong written and verbal communication skills in English
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
- Understanding of financial reporting, budgeting, and forecasting
- Ability to work full-time in a hybrid office/remote environment
- Ability to work outside standard U.S. business hours for global team calls
- Power BI experience with data analysis, transformation, modeling, visualization, DAX, M Query, and security models
- Advanced Excel and financial or operational data analysis experience
- Experience with SAP and CRM systems such as ServiceNow or Radius
- Python experience
- Degree in Accounting, Finance, Business, Economics, Computer Science, Data Science, Statistics, or a related field
- Familiarity with relational and non-relational databases
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Where startups soar! We're not just building startups - we're crafting the future. From ideation to execution, we provide the blueprint for startup success. We specialize in nurturing startups from the ground up, and supercharging existing ones with our top-tier technical talent solutions. Join us at Ryz Labs, where we turn promising ideas into thriving businesses. Let's shape the future of innovation together!
