Senior Business Intelligence Analyst – Wealth Management

• Design, develop, and maintain Power BI dashboards, scorecards, and KPI measurement frameworks.
• Build scalable reporting and analytics solutions that support Wealth Management business objectives.
• Integrate data across multiple enterprise systems and data sources to create trusted business insights.
• Develop and optimize SQL queries supporting reporting, analytics, and performance measurement needs.
• Identify opportunities to automate manual reporting processes and improve operational efficiency.
• Conduct deep-dive analyses to identify trends, business opportunities, and performance drivers.
• Partner with business stakeholders to define requirements and translate business needs into technical solutions.
• Collaborate with Data Engineering and Technology teams to improve data quality, accessibility, and governance.
• Deliver executive-level reporting and data storytelling that supports strategic decision making.
• Support future-state forecasting, predictive analytics, and AI-enabled reporting initiatives.

• 3+ years of experience in business intelligence, reporting, analytics, or data-focused roles.
• Strong Power BI development experience, including dashboard design, data modeling, and visualization best practices.
• Advanced SQL skills and experience working with large, complex datasets.
• Experience supporting cloud-based data environments such as Databricks, Snowflake, Azure, or comparable platforms.
• Experience integrating multiple data sources and developing scalable analytical solutions.
• Strong analytical and problem-solving skills.
• Excellent communication skills with the ability to translate technical concepts into business value.
• Demonstrated success partnering with business stakeholders and cross-functional teams.
• High School Diploma or GED required;
  Bachelor's degree in Business Analytics, Data Analytics, Computer Science, Information Systems, Finance, Economics, Mathematics, or a related field preferred.
• Equivalent combinations of professional experience, certifications, technical training, military experience, apprenticeships, or demonstrated expertise will be considered.

Demonstrates expertise in Power BI development, including dashboard design and data modeling, while leveraging advanced SQL skills to support analytics and reporting initiatives. Proven ability to integrate data from multiple sources and deliver actionable insights that drive business decisions.

• Power BI Development
• Advanced SQL Skills
• Cloud-Based Data Environments
• Data Integration
• Analytical Problem-Solving

• Power BI
• SQL
• Data Modeling
• Data Visualization
• Reporting
• Analytics
• Performance Measurement
• Data Automation
• Predictive Analytics
• Data Storytelling

• Communication
• Collaboration
• Stakeholder Engagement
• Analytical Thinking
• Problem-Solving

• Business Intelligence
• Wealth Management
• KPI Measurement
• Data Governance
• Operational Efficiency

• Databricks
• Snowflake
• Azure