Data Analytics & Power BI

- Design, build, and maintain Power BI dashboards and reports for client-facing management information and investor reporting packs

- Build and maintain data models in Power BI, including DAX measures and Power Query (M) transformations

- Develop and manage semantic models, dataflows, and lakehouses within Microsoft Fabric to support scalable, governed reporting

- Design data pipelines to extract, clean, and transform data from client source systems (ERP, SIS/ management systems, general ledgers, etc.) into reporting-ready structures

- Write SQL for data extraction, transformation, and validation

- Own the end-to-end BI workstream for the client engagement — requirements gathering, data modeling, dashboard build, QA, and iteration based on client feedback

- Document data models, refresh schedules,



and governance/access controls for client dashboards

Financial Analysis & Modeling

- Conduct financial analysis and prepare three-statement models

- Prepare equity trading comparables, precedent transaction analysis, and other valuation support analytics

- Automate recurring management information and investor reporting packs using Excel and Power BI in combination

- Assist in preparing management or investment presentations, information memorandums, and business plans

General

- Comply with IT policies and procedures and maintain security of client information at all times

- Work directly with client stakeholders to translate business requirements into technical deliverables

📌 Financial & Data Analyst (Mumbai)
🏢 Tristone
📍 Mumbai