URgent Need - Sr. Business Analyst – Data Modeling & BI (Snowflake) - Oaks, PA Onsite

[Monu Solanki]

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Please share your resume if you are interested in this role

Sr. Business Analyst – Data Modeling & BI (Snowflake)

Oaks, PA

Contract

Key Responsibilities:

• Gather and document business requirements related to fund and portfolio performance, NAV calculations, client reporting, and regulatory needs.
• Design conceptual, logical, and physical data models that support analytical workloads in Snowflake.
• Build data models that align with fund/portfolio accounting structures such as securities, transactions, positions, valuations, fees, and reconciliations.
• Collaborate with data engineers and BI developers to implement star/snowflake schemas optimized for financial reporting and KPI dashboards.
• Define data mappings from source systems (e.g., Geneva, Eagle, or other accounting platforms) to Snowflake.
• Maintain data dictionaries, transformation logic, and business glossaries for financial metrics and entities.
• Ensure compatibility with BI tools like Power BI, Tableau, or Looker for downstream reporting.
• Analyze and validate data quality, lineage, and performance in financial reporting pipelines.

 

Required Qualifications: 

• 5+ years of experience in business/data analysis, preferably in financial services or asset management.
• Strong understanding of fund accounting, portfolio accounting, or investment performance analytics.
• 2+ years of experience with Snowflake
• Deep understanding of dimensional modeling, including star and snowflake schemas.
• Proficient in SQL and capable of working with large datasets and complex joins.
• Familiarity with BI/reporting tools (Power BI, Tableau, Looker).
• Experience working with accounting platforms such as Geneva, Investran, or similar systems.