Business Intelligence, Specialist

We are seeking a highly skilled and experienced Business Intelligence Specialist to join our Personal Investor Division. The ideal candidate will have over 7 years of experience in the data analytics space within the financial services industry, with a strong focus on designing and delivering compelling business intelligence reports and executive dashboards using Tableau. This role requires a strategic thinker who can lead dashboard consolidation efforts, enhance existing reporting solutions, and champion data storytelling to influence senior leadership and drive business outcomes.

Core Responsibilities:

• Design and deliver intuitive dashboards, reports, and visualizations that communicate key metrics, trends, and insights to senior leadership.
• Create compelling executive dashboards using Tableau that are tailored for senior stakeholders.
• Lead efforts to consolidate and streamline existing dashboards across the division.
• Maintain and enhance existing BI dashboards to ensure continued relevance and accuracy.
• Champion the use of data storytelling to influence strategic decisions and drive business outcomes.
• Ensure complex data sets are presented in a way that is accessible, compelling, and tailored to the audience.
• Ensure data accuracy, integrity, and consistency across BI tools and reporting environments.
• Collaborate with data engineering and governance teams to prioritize roadmaps and maintain high data quality standards.
• Assist in developing the visualization skills of other analysts on the team.
• Serve as the primary BI partner for executive and senior business leaders, understanding their needs and delivering insights that drive value.
• Effectively communicate findings and recommendations to both technical and non-technical stakeholders.
• Influence decision-making through compelling narratives backed by data, promoting a data-driven culture across the business.

• 7+ years of experience in data analytics, with a strong background in the financial services industry.
• Proven expertise in Tableau, with a portfolio of executive dashboards and visualizations.
• Exceptional communication, presentation, and stakeholder management skills, especially at the executive level.
• Familiarity with statistical analysis, Python/R, or machine learning concepts.
• Bachelor's degree (Masters is preferred) in Business, Data Science, Computer Science, Finance, or related field.
• Experience working with large and complex data sets.
• Familiarity with data governance and regulatory compliance standards.
• Experience with cloud-based data platforms (e.g., Snowflake, AWS, Azure).