JOB DESCRIPTION

SUMMARY: The Senior Business Intelligence Analyst will be responsible for all aspects of data analysis, from meeting with stakeholders to define and gather requirements through the delivery of insightful and actionable analytics. The analyst is tasked with building/reporting of KPIs, dashboards, scorecards, statistical models, and ad hoc analytics to ensure that business processes are conducted in a controlled and efficient manner. Extraction, cleansing, and transformation of data are all necessary functions to aid the analyst in the maintenance of established reporting as well as in the creation of ad hoc analysis and special projects as requested by the Office of Strategic Initiatives.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Production of dashboards, KPIs, scorecards, executive decks, and exception tracking reports on a routine basis. Must be quick at understanding various critical business processes and must be able to interpret data related to these processes to make decisions and root out data integrity issues.
• Determine and create optimal graphical display for critical measures, producing graphics and dashboard formats to accurately and professionally convey process performance.
• Develop streamlined and automated approaches for gathering and delivering data, thereby reducing manual business processes where possible.
• Development of models to predict future volume and capacity needs.
• Structuring of data to support drill down analyses on process performance.
• Analyze reporting requirements, extract and interpret data, and ultimately provide recommendations to management.
• Participate in project teams and provide guidance on relevant metrics to support production needs.
• Lead special projects as assigned, working closely with IT to develop data structures when needed for reporting.
• Work with subject matter experts to discover, define, assess, and document business needs and requirements.
• Must possess the ability to clearly document reporting logic and processes for auditability.
• Automation of data transformation and production of analytics via Python coding.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

EDUCATION

Bachelor’s Degree in Business Administration or related analytical field (ie Management information systems, engineering, math/statistics, data science or computer science) preferred

EXPERIENCE

• 5+ years in an analytical capacity in conjunction with the development/maintenance of a reporting library required.
• 5+ years working closely with IT to develop robust reporting data structures within a data warehouse required
• 5+ years writing complex SQL queries (eg, CTEs, correlated subqueries, complex aggregations…) required
• 5+ years developing reports from a leading business intelligence platform such as SSRS, Business Objects, or OBIEE required
• Extensive experience with visual dashboarding tool required (Tableau or QuickSight preferred but Qlik, Microstrategy, ThoughtSpot, PowerBI or similar tool will be considered)
• 2+ years of experience programming in Python or R required
• Experience coding with AI tools (Copilot, Cursor, etc.) preferred
• Advanced level of experience in Microsoft Excel required
• Banking and/or financial services industry experience is a plus
• Experience reporting in AWS cloud environment, especially Amazon Web Services (AWS) is required
• Familiarity of Salesforce and underlying data structures is preferred

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge of relational databases, such as SQL Server or Oracle is essential.
• Excellent analytical and problem-solving skills are essential.
• Knowledge and/or experience in predictive modeling and machine learning.
• Knowledge of code promotion via Github preferred
• Capability of effectively documenting code and reporting processes.Exceptional written and verbal communication skills
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• ability to disseminate information clearly to all levels of the organization.

• Ability to design and translate complex data requirements to partners within the Information Technology group (database/ETL teams).
• Elicit requirements from clients: Learn business quickly to gain a deeper understanding of key business drivers and analytical needs, ultimately architecting the most efficient, robust and sustainable solutions possible.
• Well-versed in data profiling, data manipulation and/or data analysis. Ability to write complex queries on large data sets from disparate data sources using SAS, SQL, Access, BI (Business Objects), OLAP or other tools.
• Involvement in data hygiene / data quality initiatives; familiarity with master data management and best practices.
• Working independently or on teams as needed, multi-tasking, and handling changing priorities from time to time.
• Strong organizational skills and attention to detail.
• Adapts easily to new software and tools.
• Project management certification is a plus.

• Production of dashboards, KPIs, scorecards, executive decks, and exception tracking reports on a routine basis. Must be quick at understanding various critical business processes and must be able to interpret data related to these processes to make decisions and root out data integrity issues.
• Determine and create optimal graphical display for critical measures, producing graphics and dashboard formats to accurately and professionally convey process performance.
• Develop streamlined and automated approaches for gathering and delivering data, thereby reducing manual business processes where possible.
• Development of models to predict future volume and capacity needs.
• Structuring of data to support drill down analyses on process performance.
• Analyze reporting requirements, extract and interpret data, and ultimately provide recommendations to management.
• Participate in project teams and provide guidance on relevant metrics to support production needs.
• Lead special projects as assigned, working closely with IT to develop data structures when needed for reporting.
• Work with subject matter experts to discover, define, assess, and document business needs and requirements.
• Must possess the ability to clearly document reporting logic and processes for auditability.
• Automation of data transformation and production of analytics via Python coding.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity