Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems.
Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik).
Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance.
Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights.
Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services.
Support data quality initiatives and ensure data integrity across reporting solutions.
Document processes, methodologies, and data definitions to support transparency and repeatability.
Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services.
Present findings and recommendations to stakeholders in clear, compelling formats.
Assist in the automation of reporting and analytics processes.

Bachelor's degree required
Internship experience in accounting or related field preferred
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs

Business Intelligence Analyst

Key skills