Accounting Data Analyst to the Principal

Position Overview

This senior analytical role supports the Principal across a multi-business portfolio by delivering a single, decision-ready view of financial and performance intelligence. The position combines financial analysis, executive decision support, and AI-enabled data insight to improve visibility, speed, and strategic action. This role offers excellent opportunities for career growth.

Key Responsibilities

Financial Intelligence & Consolidation

• Consolidate financial and performance data across entities
• Analyze revenue, costs, cash flow, and profitability trends
• Detect anomalies, risks, and leakages
• Use AI tools for automation, anomaly detection, and predictive insight
• Produce weekly and monthly executive financial briefs
• Validate data with internal and external finance teams

Performance Monitoring & Insight

• Define and track KPIs across businesses
• Build dashboards and performance reports
• Translate complex data into executive insights
• Flag early risk signals and escalation points

Executive Decision Support

• Prepare data-backed briefs and meeting notes
• Review and distill reports and proposals
• Track executive decisions and follow-through
• Handle sensitive information with discretion

Reporting & Coordination

• Standardize cross-business reporting formats
• Coordinate reporting timelines and submissions
• Maintain a central intelligence repository

Strategic Projects

• Support investment and expansion analysis
• Conduct scenario and basic financial modeling
• Provide analytics for restructuring or optimization efforts

Requirements

• Experience consolidating and analyzing multi-entity financial data
• Strong financial statement and cash flow analysis skills

Success Metrics

• Clear, decision-ready executive insight
• On-time weekly and monthly reporting
• Early risk identification
• Improved portfolio visibility
• Faster, data-driven executive decisions
• Reduced data consolidation time
• Strong execution follow-up tracking