Data Analytics Senior Associate

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 Senior contributes to reporting, analytics, and performance management initiatives by developing dashboards, reports, scorecards, and analytical solutions that provide meaningful business insights and performance visibility.
This role partners with business stakeholders and cross-functional teams to understand reporting needs, deliver reporting and analytical solutions, and contribute to accurate, reliable, and actionable performance reporting. The Senior is expected to work independently within assigned areas while also partnering with Business Performance & Analytics Principals and other team members on larger initiatives and more complex workstreams.
The role requires a balance of reporting development, data analysis, problem-solving, stakeholder partnership, attention to detail, and continuous learning.
Responsibilities:
• Develop and maintain dashboards, reports, scorecards, and reporting solutions that support operational and business priorities.
• Develop and maintain KPI reporting, performance measurement, and scorecard solutions across functional areas.
• Perform trend analysis, root-cause analysis, and data investigations to identify patterns, risks, and opportunities.
• Partner with business stakeholders to gather requirements, clarify reporting needs, and deliver reporting and analytical solutions.
• Validate data, reconcile reporting outputs, and perform quality reviews to ensure reporting accuracy and consistency.
• Contribute to reporting modernization, automation, and process improvement initiatives.
• Perform and contribute to forecasting, workload analysis, and performance reporting activities.
• Contribute to strategic initiatives and project work requiring reporting, measurement, and analytical expertise.
• Document reporting logic, KPI definitions, data sources, and reporting methodologies.
• Apply established reporting standards, governance practices, and data quality controls.
• Identify opportunities to improve reporting processes, reporting efficiency, and data usability.
Qualifications:
• Bachelor's degree in Data Analytics, Business Analytics, Data Science, Statistics, Mathematics, Computer Science, Information Systems, Operations, Finance, Economics, or a related field.
• 3-5+ years of relevant experience in data analytics, business intelligence, operational reporting, performance management, or analytics-enabled business support.
• Experience developing dashboards, reports, scorecards, or business intelligence solutions.
• Strong Power BI experience, including report development, data modeling, measures, visualizations, and dashboard maintenance.
• Strong SQL skills with the ability to extract, transform, validate, and analyze data from multiple sources.
• Strong Excel and analytical skills.
• Experience working with operational, financial, client, quality, productivity, or performance-related metrics.
• Experience gathering requirements and partnering with business stakeholders.
• Strong analytical and problem-solving skills.
• Ability to communicate findings and insights effectively to both technical and non-technical audiences.
• Strong attention to detail and commitment to reporting accuracy and data quality.
• Ability to manage multiple priorities and adapt to changing business needs.
• Ability to work independently while collaborating effectively within a team environment.
Relevant Experience
• KPI reporting, scorecards, performance measurement, or reporting governance.
• Trend analysis, root-cause analysis, forecasting, or performance analytics.
• Reporting modernization, process improvement, automation, or workflow optimization initiatives.
• Operations, service delivery, manufacturing, supply chain, financial operations, or other execution-focused environments.
• Data validation, reconciliation, quality assurance, or controls-based reporting.
• Power Query, DAX, data modeling, or advanced reporting techniques.
• AI-enabled analytics, automation tools, Copilot capabilities, or emerging analytics technologies.
• Data visualization and storytelling techniques that improve decision-making and business understanding.
Core Competencies
• Reporting and Dashboard Development: Develops reporting solutions that provide clear, accurate, and actionable business insights.
• Data Analysis: Performs analysis to identify trends, opportunities, risks, and performance drivers.
• Problem Solving: Applies analytical thinking to investigate issues and support decision-making.
• Business Partnership: Works with stakeholders to understand requirements and deliver meaningful reporting solutions.
• Data Quality and Validation: Ensures data accuracy, consistency, and reliability through validation and quality review processes.
• Performance Measurement: Supports KPI reporting, scorecards, and operational performance visibility.
• Continuous Improvement: Identifies opportunities to improve reporting processes, usability, efficiency, and effectiveness.
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