Associate Finance Data Analyst (FP&A)

Lumel Technologies Inc.; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading product development company in Plano, Texas, seeks candidates with strong accounting fundamentals and a desire to master data modeling in Power BI. This role involves building financial models, creating datasets for FP&A scenarios, and directly supporting customer success. Ideal candidates are eager to learn advanced skills in Power BI, SQL, and other data technologies while working on-site in Chennai.

Qualifications

• Demonstrated fundamentals in accounting & finance.

Responsibilities

• Build financial models using Power BI.
• Create datasets for FP&A scenarios.
• Configure FP&A datasets in platforms like Fabric/Azure/Snowflake.
• Support customers during pre-sales discussions.
• Implement proof-of-concepts using FP&A data.
• Advise Engineering and Customer Success teams.
• Ensure FP&A products meet functionality and performance.
• Respond to customer enquiries.
• Understand customer expectations from FP&A products.

Skills

Accounting fundamentals

Data modeling expertise in Power BI

Exceptional SQL skills

Tools

Power BI

SQL

Microsoft Fabric

Job description

Company Overview

We are a leading product development company specializing in BI & Analytics solutions. With our development centre in Chennai and headquarters in Plano, Texas, we are at the forefront of creating innovative products that empower businesses with actionable insights.

If you have strong fundamentals in accounting & finance and don't mind getting your hands dirty in data modeling tools and technologies, then this role is for you. In the long run, you can expect to grow to become a business/management consultant specializing in Financial Planning & Analysis (FP&A).

This role requires you to acquire technical skills in areas like Power BI, SQL and more. We will help you acquire these skills. However, you must be willing, determined & able to master the technical aspects of this role.

Job duties & responsibilities

• Build and implement financial models using our products in Power BI
• Bring/Build your own data (BYOD) to build datasets for FP&A scenarios commonly encountered by customers
• Build and configure high-volume FP&A datasets in platforms like Fabric/Azure/Snowflake
• Support customers during pre-sales and onboarding discussions by helping them understand product capabilities
• Implement proof-of-concepts using their FP&A data and our products
• Be the go-to FP&A internal consultant and advisor to Engineering, Quality and Customer Success teams
• Leverage functional and technical skills to ensure that our FP&A products are built out for functionality, performance & scalability
• Respond to customer enquiries raised in the customer success platform
• Develop an understanding of what customers expect from FP&A products and platforms

What can you expect to learn

You will be acquiring the following technical skills in this role.

• Data modeling expertise in Power BI; advanced skills in DAX, Power Query, M
• Expert-level skills in Power BI, Power Automate, Power Platform, Microsoft Fabric
• Strong foundation in data warehousing, reporting & analytics
• Exceptional SQL skills

Qualifications

Successful candidates need to demonstrate the following

• Strong fundamentals in accounting & finance

Other

• This role requires you to work from our office location in Chennai (no Work From Home)
• If you already have exposure to Power BI: If you can model the entire Contoso / Adventure Works database in Power BI, we would love to talk to you.