Lead - Business Data Analytics, Insights & AI

The Crosby Company is a family office responsible for wealth management and preservation for multiple branches and generations of a single family. The Crosby Company provides middle and back office services to various individual businesses including Curatorial, Foundations, Investments, Trust, Tax and Private Real Estate.

The Crosby Company of New Hampshire (CCNH) Technology team is a trusted service provider and strategic partner to CCNH and its business leaders. Team members possess a deep understanding of enterprise business processes, maintain strong relationships with key stakeholders across the organization, and demonstrate the ability to operate at both strategic and tactical levels.

Lead – Business Analytics, Insights & AI role is a senior‑level position responsible for defining, establishing, and executing CCNH’s enterprise data insights strategy. This role will lead the adoption and effective use of a new enterprise data lake built on Microsoft Fabric
, ensuring high‑quality, trusted, and well‑governed data is used consistently across five core business departments.

This role will champion a data‑driven culture by enabling advanced analytics, self‑service reporting, and actionable insights that improve decision‑making, operational efficiency, and strategic outcomes. The Lead Business Analytics & Insights professional will manage a small team of data and reporting analysts, providing technical leadership, coaching, and direction while serving as a key advisor to business and technology leadership.

Successful candidate in this role will be chartered to establish and scale a center of excellence (COEs) for tools like PowerBI for analytics and insights, Synapse for AI and Data Science, and frameworks for Data Lifecycle Management & Operations.

Work as a leader of cross‑functional technology and business teams to deliver and mature CCNH’s enterprise analytics and insights capabilities.

• Define and own the enterprise data insights strategy
  , aligning analytics initiatives with business priorities across five departments.
• Establish a roadmap for analytics maturity, including descriptive, diagnostic, predictive, and prescriptive analytics.
• Partner with business leaders to translate strategic objectives into measurable analytics use cases.

• Lead adoption of the Microsoft Fabric data platform, ensuring consistent design patterns, best practices, and scalable architecture.
• Oversee integration of structured and unstructured data sources into the enterprise data lake.
• Ensure semantic models and data products are designed to support enterprise reporting, analytics, and self‑service consumption

• Champion the use of high‑quality, trusted data across the organization.
• Partner with data governance stakeholders to define and enforce standards related to data quality, lineage, security, and access.
• Establish data quality monitoring, validation, and remediation practices.
• Promote consistent definitions, KPIs, and metrics across departments.

• Oversee development of executive, operational, and analytical dashboards using Power BI
  .
• Enable and scale self‑service analytics through governed datasets, documentation, and user enablement.
• Serve as an analytics thought partner to business leadership, delivering insights that drive measurable business outcomes.
• Support external audit or regulatory reviews related to analytics, reporting, and data platforms as required.
• Lead, coach, and develop a small team of data and reporting analysts.
• Set clear priorities, goals, and performance expectations for the team.
• Foster a collaborative, continuous‑learning environment focused on innovation and improvement.
• Work closely with IT, Finance, Operations, and other business teams to ensure analytics solutions meet enterprise needs.

• Bachelor’s degree in Information Systems, Data Analytics, Computer Science, Business Analytics, or a related field required.
• 8+ years of progressive experience in data analytics, business intelligence, or data platform roles.
• 3+ years of…