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FP&A Data Analyst

Company Description

We are in Business for People, empowering people in service organizations with innovative Enterprise and Business software solutions. We’ve innovated and taken a new approach to delivering ERP that works for people. Self-driving, adaptive and intuitive software that is changing the way people work. Our solutions empower people and deliver a better people experience so people can spend time on meaningful high value work they live for. 

Read more on our website about how we transform work and how people feel about it, so our customers and their people can thrive. 

Job Description

As part of a larger Data Team, your primary responsibility will be managing our Unit4 FP&A tool alongside two colleagues. Unit4 FP&A is a comprehensive software solution designed to streamline financial planning, budgeting, forecasting, and analytical processes, helping organizations achieve optimal financial performance at a reduced cost.

You will be responsible for collecting, transforming, and modeling data, building reports and dashboards, and ensuring all outputs align with our business goals and financial objectives.

The ideal candidate will have a deep understanding of business processes, system integration, and technical troubleshooting, while demonstrating strong collaboration and communication skills with multiple stakeholders.

Key Responsibilities:

  • Analyze, identify, and resolve data quality and integrity issues with strong attention to detail.
  • Translate business requirements into data-driven solutions to improve financial operations.
  • Create, maintain, and enhance reports, dashboards, and data visualizations using Unit4 FP&A.
  • Develop and maintain well-organized data models for efficient analysis.
  • Integrate data from multiple sources, ensuring seamless data flow across systems and departments.
  • Provide technical support and training to end users while troubleshooting and resolving data or system issues.

Qualifications

  • Bachelor’s degree in a relevant field (e.g., Business, Information Technology, Data Analytics).
  • Proven experience as a Data Analyst, including experience in complex database development, reporting, and automation.
  • Familiarity with CRM (preferably Dynamics CRM) and ERP systems. Expertise in Power BI or similar BI tools is a plus.
  • Strong communication skills in English, with excellent stakeholder management abilities.
  • Strong understanding of ETL/ELT processes.
  • Proficiency in cleaning, preprocessing, and organizing raw data.
  • Expertise in visualization tools like Power BI or similar.
  • Ability to create clear, insightful, and visually engaging reports, charts, and graphs.
  • Skilled in communicating complex data insights to both technical and non-technical stakeholders.
  • Proficient in database systems with the ability to write complex queries.
  • Experience working with relational and cloud data platforms (e.g., MS SQL, Snowflake).
  • Ability to work effectively in a team environment, collaborating across departments.
  • Strong interpersonal and communication skills to clearly convey findings.
  • Capability to manage multiple tasks and meet deadlines efficiently.
  • Strong prioritization skills to focus on the most critical analyses.
  • Ability to keep up-to-date with the latest trends in data analytics and financial reporting tools.
  • Proactive in seeking opportunities for skill development and technical advancements.
  • Adhering to data privacy regulations and upholding ethical standards in all aspects of data handling.

Office: Lisbon, expected onsite presence 2-3 days a week.

Additional Information

Join Unit4 and be part of one of the most exciting journeys in the cloud ERP software space. We’re a fast-paced, high-growth, people-centric company, delivering enterprise software for a great people experience, and offering our own people a host of benefits and development opportunities. Grow with us.

At Unit4, we offer:

  • a culture built on trust - giving you the freedom and autonomy to be successful, 
  • balance - with our uncapped time off policy, remote working opportunities and Global Wellbeing Days when the whole company can switch off and prioritize well-being,
  • talented colleagues, role models and mentors - work, learn and be inspired by some of the best talent in the software industry,
  • a commitment to sustainability - with initiatives such as our Act4Good program, a way for everyone at Unit4 to come together and engage in actions that benefit society and the planet,
  • a safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all and include Women at Unit4, Pride at Unit4, Mental Health and Access at Unit4, and People of Color at Unit4. 
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Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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What You Should Know About FP&A Data Analyst, Unit4

Are you ready to elevate your career as an FP&A Data Analyst with Unit4 in the vibrant city of Lisbon, Portugal? At Unit4, we’re dedicated to empowering people with innovative software solutions that revolutionize work and enhance the people experience within service organizations. As an FP&A Data Analyst, you’ll be a key player in our Data Team, managing our cutting-edge Unit4 FP&A tool to help streamline financial planning and analytical processes. Your role will involve transforming data, building insightful reports, and ensuring your outputs align with our business goals. With your strong background in data analytics and communication, you'll collaborate closely with stakeholders, addressing data quality issues and translating business needs into effective, data-driven solutions. You should have a solid grasp of data modeling and visualization, particularly in using tools like Power BI. Your efforts will directly contribute to improved financial operations, empowering organizations to optimize performance efficiently. The ideal candidate will possess a Bachelor's degree in a relevant field, along with experience in data analytics and proficiency in database systems. If you’re passionate about working in a supportive, people-centric culture that values trust and balance, and you’re eager to grow your skills within a global team, this is the opportunity for you. Join us, embrace the journey of transformation, and help shape the future of enterprise software solutions at Unit4!

Frequently Asked Questions (FAQs) for FP&A Data Analyst Role at Unit4
What are the main responsibilities of an FP&A Data Analyst at Unit4?

As an FP&A Data Analyst at Unit4, your primary responsibilities will include managing the Unit4 FP&A tool, creating and enhancing reports and dashboards, ensuring data quality, integrating data from various sources, and providing technical support to end users. You will also need to translate business requirements into actionable data-driven solutions to optimize financial performance.

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What qualifications are required for the FP&A Data Analyst position at Unit4?

To qualify for the FP&A Data Analyst position at Unit4, candidates should hold a Bachelor's degree in relevant fields such as Business, Information Technology, or Data Analytics. Additionally, proven experience as a Data Analyst with expertise in complex database development and reporting is essential, as well as familiarity with ERP systems and BI tools such as Power BI.

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How does Unit4 support the professional development of FP&A Data Analysts?

Unit4 is committed to fostering a culture of growth and development. FP&A Data Analysts can benefit from mentorship programs, access to ongoing training, and opportunities to work alongside highly skilled colleagues in the software industry. Our emphasis on trust and balance also ensures that you have the resources to further enhance your skills while contributing to meaningful projects.

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What tools and technologies will I use as an FP&A Data Analyst at Unit4?

As an FP&A Data Analyst at Unit4, you will work extensively with the Unit4 FP&A tool for financial operations, along with BI tools like Power BI for reporting and visualization. Familiarity with CRM and ERP systems, strong skills in database management, and expertise in ETL/ELT processes will also be crucial in this role.

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What kind of work environment can I expect as an FP&A Data Analyst at Unit4?

At Unit4, you can expect a vibrant and inclusive work environment that prioritizes well-being and professional development. As an FP&A Data Analyst, you will enjoy flexibility through remote work options, an uncapped time-off policy, and a strong emphasis on team collaboration. Our culture celebrates diversity and promotes support through various Employee Resource Groups.

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Common Interview Questions for FP&A Data Analyst
What experience do you have with financial planning and analysis tools?

When answering this question, highlight your experience using tools like Unit4 FP&A or similar financial planning software. Discuss how you have utilized these tools to improve financial processes or create data-driven insights and emphasize any specific projects or outcomes.

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Can you explain your approach to ensuring data accuracy and integrity?

In your response, discuss your attention to detail and the methodologies you use to validate and cleanse data. Describe steps you take to identify data discrepancies and how you communicate with stakeholders to resolve these issues promptly.

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How do you transform business requirements into data-driven analytical solutions?

Outline your understanding of the business context and how you gather and clarify requirements. Illustrate your process for translating these requirements into actionable data strategies while ensuring alignment with broader financial objectives.

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What challenges have you faced when building reports or dashboards, and how did you address them?

Share a specific challenge you faced, such as dealing with complex data sources or stakeholder changes, and explain how you navigated these difficulties through your problem-solving skills and collaboration with relevant teams to achieve the final outcome.

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What experience do you have with data visualization tools like Power BI?

Discuss specific projects where you've used Power BI or similar visualization tools to create impactful reports and dashboards. Highlight the importance of visualization in conveying data insights and how you've tailored visualizations to meet stakeholder needs.

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How do you handle communication of complex data insights to non-technical stakeholders?

Describe your ability to simplify complex data insights into understandable narratives. Provide examples of how you have successfully communicated analytical findings to non-technical teams and the methods you use to ensure clarity and engagement.

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Could you describe your experience working in a cross-functional team?

Highlight your ability to collaborate effectively with cross-functional teams by sharing examples of successful projects where you coordinated with various departments. Emphasize communication skills and adaptability as key factors in your teamwork approach.

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What is your familiarity with ETL/ELT processes, and how have you applied them in past roles?

Discuss your understanding of ETL/ELT processes and provide specific examples from your previous experience, detailing how these processes have facilitated data integration and quality assurance in your projects.

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What strategies do you use to manage multiple tasks and meet deadlines in a fast-paced environment?

Share your prioritization techniques and organizational methods, perhaps highlighting tools or frameworks you use to stay on track. Illustrate with examples how you've successfully managed competing deadlines in previous roles.

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How do you stay current with trends in data analytics and financial reporting tools?

Explain your commitment to continuous learning through courses, webinars, industry publications, or networks. Mention any recent advancements in data analytics you are particularly excited about and how they could benefit your work.

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We are in Business for People, empowering people in service organizations with innovative Enterprise and Business software solutions. We’ve innovated and taken a new approach to delivering ERP that works for people. Self-driving, adaptive and intu...

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DATE POSTED
April 4, 2025

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