SFIA Reference: BPRE Level 4
Data Analyst / Report Writer (Grade 3)
Competency Description
Applies financial and operational understanding to design reports that align with business goals.
Learning Outcomes
- Interpret P&L and financial statements.
- Model budget vs actuals and scenario planning.
- Identify drivers of business performance and cost.
Evidence Requirements
Level 4:
- Built a financial dashboard linked to operational KPIs.
- Explained variance drivers in a reporting context. Level 5:
- Partnered with Finance or FP&A on planning reports.
- Delivered insights to support strategic decisions.
Suggested Learning Activities
- Financial KPI walkthrough with Finance lead.
- Case study: Scenario modelling in BI.
- Reflection on commercial impact of report insights.
Recommended Resources
- KnowHow: “Finance in BI Context”
- Book: “Financial Intelligence for IT Professionals” by Berman & Knight