Sr Team Member - Financial Planning & Analysis

Role Summary
We are seeking a detail-oriented and proactive Sr. Team Member with strong hands-on expertise in  Advanced MS Excel and Power BI . The role focuses on data automation, dashboard development, MIS reporting, and maintaining structured data repositories to support management and business decision-making. Working knowledge of  SQL Server  is required, while  VBA and Python  will be considered added advantages.

Key Responsibilities
Design, develop, and maintain  databases, BI dashboards, and centralized data repositories  for regular and recurring data uploads and user access.
Automate recurring and manual tasks to improve efficiency and reduce preparation time using  Power BI, SQL, Excel, VBA, Python, or other suitable tools .
Develop and maintain  interactive business dashboards, MIS reports, and presentations , ensuring timely and accurate distribution to stakeholders.
Provide ongoing support for existing automations, including  enhancements, performance optimization, and incorporation of new business requirements .
Understand change requests, new data requirements, and performance improvement opportunities, and implement them effectively.
Maintain proper  historical data and file structures , ensuring data hygiene
Prepare and update  SOPs (Standard Operating Procedures)  for BUA reports, automation processes, and data management activities.
Coordinate with internal teams and stakeholders to ensure smooth execution of reporting and automation deliverables.
Ensure all assigned tasks are delivered  on time with 100% accuracy  and adhere to quality standards.
Required

Skills & Qualifications
Minimum 2 years of exposure to Finance domain , with hands-on experience in financial processes, MIS/reporting, or financial systems.
Strong hands-on experience in  Advanced MS Excel  (Power Query, Power Pivot, formulas, data modeling).
Strong practical experience in  Power BI  (DAX, data modeling, dashboard design, performance optimization).
Working knowledge of  SQL Server  (queries, joins, data extraction, basic optimization).
Basic to intermediate experience in  Python and/or VBA  is an added advantage.
Proficiency in  MS PowerPoint  for creating clear and professional business presentations.
Strong  data analysis, problem-solving, and requirement-gathering skills .
Desired Skill Sets
Good understanding of  financial processes, reporting structures, and systems .
Ability to work independently, manage multiple priorities, and meet tight deadlines.
Proven capability to work under pressure and handle ambiguity effectively.
Excellent time management, planning, and prioritization skills.
Strong stakeholder management skills with the ability to work cross-functionally.
High level of ownership, accountability, and decision-making capability.
Excellent communication and presentation skills (verbal and written).
Self-starter with a proactive mindset and strong team collaboration skills.