Senior Lead Business Execution Consultant
Wells Fargo
SQLTableau
Senior Reference Data Analyst - Finance & Strategy
Stand Together
full-time
Posted on:
Origin: • 🇺🇸 United States • Virginia
Visit company websiteJob Level
Senior
Tech Stack
SQLTableau
About the role
- Drive the execution of efforts to define and structure core reference data elements (beginning with project code) to support consistent, enterprise-wide financial and operational reporting, in alignment with strategic leadership guidance.
- Document current state and design future-state models that align with business needs and data governance principles.
- Collaborate with finance and business stakeholders to ensure that reference data is organized for actionable insights and accurate reporting across systems and products.
- Analyze the use of project codes and related reference data across systems and teams, and collaborate with business and FP&A to ensure they meet both business reporting needs and broader strategic visibility requirements.
- Partner with business and FP&A teams to ensure data capture is aligned with data governance standards and financial reporting requirements.
- Collaborate with FP&A to ensure reports clearly expose reference data, making it easier for stakeholders to understand how data is structured and enabling transparency, effective analysis, and integration into data products.
- Identify and surface inconsistencies in how the strategic framework is applied across business teams, providing visibility into how these issues show up in the data, and supporting efforts to align their data with strategic decision-making.
- Partner with data engineers and system owners to ensure reference data flows smoothly between systems (e.g., Snowflake and financial tools like Adaptive).
- Partner with other data analysts and engineers to inform the automation and validation of data pipelines to ensure consistent, reliable access to clean data.
- Collaborate with the product team to support source-to-target mappings and track data lineage, ensuring high data quality and effective system integration.
- Define and maintain documentation for data definitions, naming conventions, and lifecycle management of reference data.
- Support data quality programs by helping define validation logic, business rules, and escalation pathways for issues.
- Contribute to change management and training efforts to support the adoption of new reference data standards.
Requirements
- Minimum of 5 years of experience in a data analyst, finance analyst, or business operations role with exposure to enterprise data and financial systems.
- Strong understanding of reference/master data concepts and financial data structures (e.g., project codes, dimensions, chart of accounts).
- Background in FP&A, strategic reporting, or program-level financial management.
- Proficiency in SQL and experience working with data warehouses (e.g., Snowflake).
- Proven ability to collaborate across business and technical teams to deliver data-driven insights and improvements.
- Clear communicator with strong documentation and analysis skills.
- Experience working on data transformation, reference data management, or financial system integration projects (preferred).
- Familiarity with MDM or data catalog methodologies and BI platforms (e.g., Power BI, Tableau) (preferred).
- Exposure to Agile or iterative project delivery (preferred).
