- Location
- Pune Division, Maharashtra, India
- Job type
- Full-time
Required skills
- PeopleSoft
- PowerBI
- communication skills
- data models
- data structures
- database
- forecasting
- Oracle
- SQL
- Essbase
About the role
Principal Financial Group
Website:
principal.com
Job details:
Responsibilities
- Build, maintain, and enhance Power BI dashboards to support forecasting, performance tracking, and management reporting for SCBUs.
- Design intuitive, leadership‑friendly visualizations that highlight KPIs, financial trends, and business drivers.
- Automate manual reports and recurring processes using Power BI, Power Query, and other analytical tools to improve efficiency and reduce turnaround time.
- Collect, clean, aggregate, and validate data from multiple SCBUs and enterprise systems to ensure accuracy and reliability of reporting.
- Establish and maintain data links between different sources, building data models, and maintaining reporting datasets to support end‑to‑end dashboard operations. (Power BI datasets, Oracle Essbase/ Peoplesoft, Advanced Excel, PowerPoint, etc.) to create a seamless reporting ecosystem.
- Support forecasting, actuals reporting, and value analysis by preparing data inputs and performing first‑level variance reviews.
- Provide initial analytical support for performance metrics, and operational KPIs, highlighting anomalies and key insights.
- Assist in documenting processes, data flows, and dashboard refresh cycles.
- Highlight trends, outliers, and data inconsistencies.
- Support the SCBU FP&A team in process redesign, reporting improvements, and system enhancements to align with evolving business requirements.
- Work collaboratively with SCBU FP&A teams and cross‑BU finance partners to share best practices and ensure alignment of data and reporting standards.
- Gain a strong understanding of financial data structures, systems, and reporting tools used within the organization.
- Manage assigned deliverables independently, including prioritizing multiple tasks, meeting deadlines, and maintaining high‑quality outputs.
- Prepare clear, visually effective presentations and insights for leadership consumption.
Qualifications
Education & Experience
- Master’s degree / Professional Degree / Relevant Industry Certification
- Preferably Chartered Accountant or MBA Finance
- 6-10 years’ of relevant experience in handling complex datasets, analytics, reporting, automation & PowerBI skills. (preferably in BFSI Industry, either in GCC / service provider environment)
Technical Skills
- Strong hands‑on experience with Power BI—data modeling, DAX, dashboards, and report publishing.
- Proficiency in Oracle Essbase/ Peoplesoft, Excel (advanced formulas, pivot tables, Power Query), PowerPoint.
- Comfort working with large datasets and connecting to varied data sources.
- Basic understanding of financial statements (Income Statement, Balance Sheet).
- Experience with data cleansing, validation, and transformation.
- Exposure to SQL or other database/querying tools
Analytical & Soft Skills
- Strong problem‑solving ability and high attention to detail.
- Good communication skills with ability to translate data into insights.
- Ability to work independently, manage multiple tasks, and prioritize effectively.
- Eagerness to learn and develop deeper financial acumen.
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