Business Intelligence Analyst

Overview

This role involves managing the end-to-end escheatment process, including due diligence, reporting, and remittance of unclaimed assets. The analyst will support business decisions by providing quantitative and qualitative data analysis and reporting patterns, insights, and trends to leadership via dashboards and reports. Analyze business problems and issues using business intelligence tools that incorporate data from internal and external sources. Developing an understanding of business needs and objectives. Solve a range of routine and moderately complex problems with some increased scope and complexity. This position is suited for a developing professional with foundational skills in data analysis and business processes.

Responsibilities

• Execute escheatment processes in compliance with applicable state and federal unclaimed property laws and regulations
• Prepare and submit accurate and timely unclaimed property reports to state authorities
• Reconcile escheatment liabilities and ensure proper remittance of funds to jurisdictions
• Maintain, review, and update escheatment policies, procedures, and documentation to reflect regulatory changes and best practices
• Develop and maintain moderately complex reports and dashboards using standard tools and procedures
• Analyze data to identify trends, anomalies, and patterns; prepare recurring reports and visualizations to support operational and strategic decision-making
• Contribute to reports that show key performance indicators, identify areas of improvement into current operations, and display root cause analysis of problems
• Communicate findings and insight to peers and mid-level management
• Create specifications for reports and analysis based on business needs and required or available data elements
• Collaborate with team members and participate in team projects and initiatives

• 2-5 years of experience in data analysis and reporting
• Basic understanding of business and operating environment
• Excellent organizational and time management skills
• Strong research, problem solving, and attention to detail skills
• Ability to work independently and manage multiple priorities.
• Effective skills using business intelligence applications and/or cloud services
• Proficiency in SQL for querying and manipulating relational databases
• Experience with Power BI for data visualization and reporting
• Knowledge of data integration, cleaning and validation techniques
• Effective skill using statistical methods, mathematical techniques, forecasting, cost-benefit analysis
• Working knowledge of various data structures and the ability to manipulate data within visualization tools
• Strong Interpersonal and communication skills
• Bachelor's Degree in Business Administration, Statistics, or related field

• Familiarity with unclaimed property or escheatment processes
• Working knowledge of Python for data processing and automation
• Knowledge of data governance and compliance standards
• Experience with automation tools or scripting for data workflows