BI DATA ANALYST JOB DESCRIPTION

Outdated reports and unchecked data quality are two problems a BI Data Analyst is specifically hired to eliminate. When dashboard specifications go undocumented and governance structures remain undefined, business units lose confidence in the numbers they act on. The BI Data Analyst owns the design, validation, and delivery of reporting systems that give enterprise stakeholders reliable analytical output. Data governance responsibilities, including defining data definitions, access controls, and cleansing standards, are core to this seat.

As the BI Data Analyst, you translate raw enterprise data into governed, validated reporting that directly informs strategic and operational decisions across Finance, Commercial, and business unit stakeholders. You work within a cross-functional analytics team, partnering with process analysts, product owners, and business systems analysts to ensure data integrity from extraction through dashboard delivery.

Career Impact: Deep ownership of data governance structures and dashboard specification documentation builds a distinct profile in enterprise analytics, separating BI Data Analysts who configure reports from those who define how an organization trusts its data.

Business Impact: When this role is performed well, senior management gains dashboards and specification documents they can act on with confidence, reducing decision lag caused by disputed or unvalidated data.

Growth Opportunity: Exposure to data integration roadmaps, ETL processes, and enterprise data warehouse architecture creates a direct path toward senior BI roles and data engineering responsibilities.

• Define data governance structures, including data definitions, access controls, and operational ownership, to sustain long-term reporting reliability.
• Design and build reports and dashboards with documented field-level specifications that capture data sources and calculation logic.
• Analyze existing datasets to identify quality gaps and drive cleansing initiatives that improve the accuracy of reporting outputs.
• Validate data within large datasets and oversee extraction and load processes to ensure completeness before dashboard deployment.
• Collaborate with business stakeholders and process analysts to collect requirements and translate business needs into technical reporting specifications.
• Interpret analytical findings and present technical information to non-technical stakeholders in clear, decision-ready formats.
• Review BI alerts on a recurring basis and communicate the downstream effects of data issues to affected business areas.
• Support the development and maintenance of data integration processes, including documenting data flow specifications and interface standards.

• Bachelor's degree in data science, computer science, statistics, or a quantitative field, or equivalent work experience.
• 3 or more years of BI and data analysis experience, with demonstrated involvement in dashboard development and data governance.
• Proven ability to write and execute complex database queries to extract, validate, and analyze structured datasets.
• Experience designing and delivering reports and dashboards across multiple business domains, including Finance or Commercial functions.
• Ability to document technical reporting specifications, including data sources, transformation logic, and field-level calculation methods.
• Strong analytical and problem-solving skills, with the ability to research root causes and draw conclusions from ambiguous data.
• Ability to communicate complex analytical findings to non-technical stakeholders in a clear, structured manner.
• Demonstrated ability to manage multiple reporting deliverables simultaneously and meet competing deadlines.

• Experience coordinating data governance frameworks, including data stewardship, data ownership nomination, and policy documentation.
• Familiarity with Agile project methodologies and structured requirements management, including backlog and sprint participation.
• Background in program or technical project management in a multi-stakeholder enterprise environment.
• Experience identifying and addressing data privacy and cyber security requirements within a BI or reporting context.

• Dashboard specification coverage rate, measuring the percentage of active reports with complete and current documentation.
• Data quality incident rate, tracking the frequency of analyst-reported errors traced to upstream extraction or transformation issues.
• Stakeholder requirements turnaround time, measuring average days from intake to validated reporting specification delivery.
• Alert review cycle adherence, tracking whether BI alerts are reviewed and communicated within defined review periods.
• Data governance artifact completion rate, reflecting how many data definitions and access controls are documented versus outstanding.
• Typical tools: BI and Visualization platforms (commonly Power BI or Tableau); query and scripting environments (commonly SQL-based warehouse tools)

• Base Salary Range: $75,000 to $105,000 per year depending on experience and location.
• Bonus: Annual performance bonus of 5 to 10 percent of base salary, typical in enterprise environments.
• Equity: Not standard at this level in non-startup enterprise settings.
• Health Benefits: Medical, dental, and vision coverage standard across most US enterprise employers.
• PTO: 15 to 20 days per year plus standard federal holidays.
• Common Perks: Remote or hybrid flexibility, professional development budget, and access to data certification programs.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Reasonable accommodations are available to applicants and employees with disabilities throughout the hiring process and during employment, in accordance with applicable federal, state, and local law. All qualified applicants are considered for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by law. Employment is contingent on successful completion of a background check. Candidates must be authorized to work in the United States.

The BI Data Analyst owns the review of Big Data target architecture and data governance structure, driving cleansing initiatives and cyber security compliance across the BI and Big Data landscape. Working with IT representatives and business stakeholders, the role shapes an optimized applications landscape and ensures data quality standards are met through improved governance processes.

Key Responsibilities

• Review Big Data target architecture and roadmap in alignment with IT representatives and business stakeholders.
• Coordinate business stakeholders and requirements of BI and Big Data solutions to optimize the applications landscape.
• Analyze new BI and Big Data IT requirements through research of existing functionalities and usability.
• Support BI and Big Data IT projects with regards to standardized implementation of functionality and interfaces.
• Drive data analysis and related cleansing initiatives while ensuring data quality based on improved governance processes.
• Define data governance structure, roles, responsibilities, and operational approach.
• Identify cyber security and data privacy needs and address them appropriately.

Required Qualifications

• Bachelor's degree in data science or relevant experience required.
• 5+ years of experience with key BI and Big Data software products like SAP, Snowflake, Oracle, and Teradata.
• 3+ years of experience using analytic techniques, structured problem solving, financial analysis, and business strategy.
• 3+ years of experience in program management or technical project management.
• 3+ years of experience in data analysis, business analysis, BI reporting, or dashboard development.
• Strong analytical skills with ability to compile, organize, and present statistical findings to management.
• Ability to act as a liaison between business stakeholders and development teams.
• Strong computer skills with ability to use necessary databases and software.
• Excellent multitasking skills with ability to complete milestones and work toward multiple deadlines simultaneously.

Embedded within the Finance Business Intelligence Solutions team, the BI Data Analyst delivers financial and management reporting for the Finance organization and its partners, with a core focus on data modeling and Power BI development. Working closely with the Finance organization, IT, and the Data Analytics and Insights teams, the analyst builds and maintains Azure Analysis Services applications that meet evolving reporting needs.

Core Functions

• Understand and document analytics requirements from the Finance organization and deliver data models and views accordingly.
• Design, develop, and test new Finance Business Intelligence applications using Azure Analysis Services and Power BI.
• Build complex functions and custom calculations using DAX formula language.
• Collaborate with business systems analysts and product owners to define requirements for Finance BI data sets.
• Ensure required system security so data is shared appropriately and in compliance with data protection policies.
• Resolve system issues in partnership with the Finance organization, IT, and the Data Analytics and Insights teams.

Qualifications and Experience

• Bachelor's degree in accounting, finance, information technology, or business administration.
• 2+ years of experience in data processing and analysis.
• Practical knowledge of relational databases and tabular models.
• Experience creating data visualizations using Power BI.
• Familiarity with DAX or SQL at an intermediate level.
• Power Platform knowledge including Power Apps and Power Automate desirable.
• Familiarity with VBA is an asset.
• Azure Analysis Services, Reporting Services, and Python are nice to have.
• Communicative English proficiency, both spoken and written.

Reporting to the BI manager, the BI Data Analyst collects and analyzes ancillary product data using SQL and Excel, generating actionable insights that improve revenue performance and support decision making across the proposition and trading teams. Partnering with data teams and commercial stakeholders, the analyst ensures data quality, closes reporting gaps, and builds business cases that drive measurable product portfolio outcomes.

Primary Duties

• Collect data and perform analytical exercises using SQL and Excel to generate actionable insights on ancillary products.
• Identify gaps in current ancillary reporting and work with data teams to improve self-sufficiency for analysts and stakeholders.
• Instil a culture of testing initiatives and pricing changes to assess performance.
• Support the BI manager in collaborating with proposition and trading teams to optimize the product portfolio.
• Identify innovative ways to enhance ancillary data for better revenue performance, including customer profiling.
• Help develop business cases to support new major ancillary customer initiatives.
• Ensure data quality and integrity within and across data sets to provide analysis of the highest standard.
• Create documentation to ensure necessary information is captured for traceability and auditing purposes.

Skills and Qualifications

• Degree in Mathematics, Science, or a discipline with significant mathematical and statistical content.
• Previous experience as an analyst in a commercial environment.
• Proficient in SQL, Excel, Word, PowerPoint, visualization tools, and Python preferred.
• Strong analytical skills with a creative approach to problem solving.
• Good understanding of reporting methodology, KPI identification, and test approach.
• Ability to adapt to changing priorities and thrive in fast-paced environments with tight deadlines.

Sitting at the intersection of business intelligence and financial analytics, the BI Data Analyst designs and builds Power BI reports and dashboards that translate complex data into actionable findings across Finance, Consumer, and Commercial domains. Operating across diverse technology infrastructure, the analyst partners with business teams to define priorities, validate large datasets, and deliver outputs that generate direct business value.

Duties

• Participate in projects to design, develop, and maintain analytical products and Business Intelligence solutions in Finance, Consumer, and Commercial domains.
• Design and build quality reports and dashboards with strong UI and UX in Power BI and other BI platforms.
• Perform data analysis to insight, including deep-dives and generation of actionable findings with business value.
• Perform extensive data validation and quality assurance within large datasets.
• Ensure data extraction and data loads required in the project.
• Examine and interpret data and present technical information to non-technical stakeholders.
• Partner with business teams to understand key priorities, drivers, and hypotheses.
• Define formulas and logic to support analyses of business problems.

Experience and Qualifications

• Minimum 2 years of experience in data analysis with proven business and finance experience (4+ years for senior roles).
• Experience with BI tools such as Power BI, Tableau, or Qlik (Power BI required for senior roles).
• Experience with SQL, R, Python, VBA, ETL, or RPA (SQL required for senior roles).
• Demonstrable experience with advanced Excel solutions.
• Familiarity with JIRA and Agile methodologies.
• Solid analytical and problem solving skills with ability to research, define problems, and draw valid conclusions.
• Demonstrated flexibility and ability to accept change in a dynamic environment.

A key member of the Data and Reporting Services team, the BI Data Analyst establishes and documents data requirements for investment platform users, ensuring governance principles are applied across data definitions, access, and vendor partnerships. Collaborating across investment teams, data vendors, and internal stakeholders, the analyst safeguards data quality and supports strategic projects that maximize the value of investment datasets.

Functions

• Work with investment teams and platform users to establish requirements for sourcing and enrichment of data in the platform.
• Analyze and resolve data requests and issues, ensuring data is used for appropriate purposes across the business.
• Detail operating requirements for new data deliveries and ensure appropriate controls are in place with the Data and Reporting Services team.
• Ensure data is well documented and that data governance principles are applied to document definitions, usage, and access.
• Support strategic data projects by capturing knowledge of vendor data and data enrichment in project requirements.
• Work in partnership with data vendors to ensure user and stakeholder outcomes are represented and delivered.

Knowledge Skills and Abilities

• Good understanding of investment datasets including funds, positions, transactions, and instruments.
• Good understanding of data governance principles.
• Proven interpersonal skills with ability to communicate clearly and effectively, written and oral, within a project team.
• Ability to identify problems and follow them through to resolution with strong attention to detail.
• Ability to work efficiently across priorities and to project deadlines.

Informed executive decisions at Tech and SaaS companies depend on the BI Data Analyst, who analyzes and optimizes funnels, collects large volumes of data, and delivers actionable insights that directly support senior management. Based within a fast-moving analytics function, the analyst leads SQL-driven reporting and Tableau-based analysis, with Salesforce familiarity serving as a key advantage for driving financial and business KPI performance.

Accountabilities

• Work closely with senior management to support the decision-making process.
• Analyze and optimize funnels and activities to bring actionable insights.
• Suggest enhancements to implement in systems based on business needs and technical platform capabilities.
• Collect, organize, and analyze significant amounts of data with exceptional attention to detail.
• Manage multiple tasks simultaneously in a fast-paced environment.

Requirements

• 3+ years of experience as a BI or Data Analyst required.
• Experience with Finance and Business KPIs in Tech or SaaS companies is a strong advantage.
• Familiarity with Salesforce is an advantage.
• Proficient in SQL and strong Excel skills required.
• Experience with Tableau required.
• Ability to work independently and manage multiple tasks simultaneously.
• Excellent English verbal and written communication skills.

As the BI Data Analyst, this role analyzes existing reports, implements Tableau dashboards with highlighter and alert features, and defines data validation controls that ensure accuracy across multiple business areas. The analytics function relies on this work to maintain performance oversight, resolve operational issues proactively, and keep stakeholders trained and informed on updated reporting systems.

Activities

• Analyze all existing reports and generate specification documents detailing sources and field calculation methods.
• Implement new and improved dashboards in Tableau including highlighter and alert features.
• Collect information requirements from business areas and analyze data source needs.
• Develop and test reports in BI tools and generate supporting documentation.
• Train business areas on new and updated reports.
• Analyze key metrics, history, and trends to find insights and resolve operational issues in advance.
• Propose and define data validation controls to ensure accuracy and optimize dashboard performance.
• Review BI alerts periodically and communicate the impact of triggered issues to affected business areas.

Education and Experience

• Bachelor's degree in Computer Science, Engineering, Statistics, Economics, or a quantitative discipline.
• 2 to 3 years of experience as a BI analyst or similar role.
• Strong knowledge of SQL.
• Experience creating dashboards and reports using Tableau and Power BI.
• Highly analytical and quantitative with strong attention to detail.
• Ability to communicate complex ideas effectively with strong negotiation and ownership skills.
• Capability to manage several projects and areas simultaneously.

BI Data Analyst conceives and implements a data integration roadmap and scalable BI infrastructure, creating analyses and reports in cooperation with marketing, e-commerce, category management, and pharmaceutical departments. The work directly supports the automation of data-driven marketing and product solutions, enabling the organization to optimize campaigns, pricing, and recommender systems through statistical rigor and clear communication to management.

Key Deliverables

• Participate in the conception and implementation of a data integration roadmap and scalable BI and machine learning infrastructure.
• Create analyses and reports in close cooperation with departments including marketing, e-commerce, category management, and pharmaceuticals.
• Support automation of data-driven marketing processes and product solutions such as campaign management, pricing, and recommender systems.
• Train colleagues in other departments in the use of reports.
• Present complex relationships clearly and communicate findings to other departments and management.

Background and Experience

• Degree in business informatics, business administration, data science, statistics, or a related field.
• At least 3 years of professional experience as a BI analyst or data scientist in a comparable environment.
• Solid knowledge of statistical analysis and experience with tools such as Python, R, Qlik, Tableau, Power BI, or MicroStrategy.
• Good understanding of marketing is desirable.
• Strong analytical skills with a high degree of independence and a hands-on, agile mindset.
• Good knowledge of German and English.

The BI Data Analyst delivers processes for data extraction, collection, and reporting by reading SLAs and KPIs in contractual documents such as SOWs and Exhibits, and translating client technical environments into actionable requirements. Working with process analysts and client teams, the analyst builds BI solutions including the iBoard dashboard that enable continuous improvement and trend-based opportunity identification.

Scope of Work

• Read and interpret SLAs and KPIs in contractual documents such as SOWs and Exhibits to understand data requirements for reporting.
• Formulate questions to determine best data sources and understand the client's technical environment.
• Define and write processes for data extraction, data collection, reporting, and trending.
• Analyze data and trends to identify opportunities for improvement.
• Assist process analysts in defining data entry requirements for output reports.
• Support client dashboard development and the iBoard solution.

Professional Experience

• Background in data and business analysis with solid business acumen and problem-solving aptitude.
• Experience designing, developing.
• Maintaining BI solutions including reporting tools.
• Ability to translate business needs to technical specifications.
• Proven ability to take initiative, craft and execute queries, and present information through reports and visualizations.

Reporting to senior leadership, the BI Data Analyst manages all aspects of online dashboard development, including data visualization, performance tuning, and Oracle database data flow specifications, ensuring reporting systems remain current and well-governed. Partnering with end users and cross-functional stakeholders, the analyst conducts requirements collection, delivers training, and transforms reporting infrastructure to generate reliable business intelligence outputs.

Day-to-Day Responsibilities

• Manage all aspects of the online dashboard development process including data visualization, data quality management, and performance tuning.
• Conduct business analysis work including requirements collection and negotiations with stakeholders.
• Transform and develop reporting systems integrating BI with Oracle and Hive.
• Define specifications for data integration and data flow development in Oracle database.
• Manage user permissions on the BI system.
• Hold training sessions for end users and prepare documentation.

Qualifications and Experience

• 1+ years of BI tool development experience with Tableau, Qlik, or Power BI.
• 3+ years of strong SQL skills.
• Experience as a business analyst with skills in requirements collection and stakeholder negotiations.
• Advanced MS Office user, especially Excel.
• CRM and 1C system experience is a plus.
• Ability to structure and solve complex, ambiguous problems with strong project management and organizational skills.
• English at upper-intermediate level or higher.

Sitting at the intersection of campaign management and data analytics, the BI Data Analyst designs and executes client-centric campaigns, analyzes performance data, and drives conversion improvements that support sales and retention targets across the business. Operating across marketing, compliance, and stakeholder management functions, the analyst reports on campaign outcomes and recommends corrective actions grounded in client feedback and analytical insight.

Role Responsibilities

• Design and develop campaigns to meet strategic objectives while ensuring relevance and client-centricity.
• Execute campaigns through agreed business processes and review end-to-end fulfilment processes for efficiency.
• Drive campaign performance by identifying shortfalls and ensuring corrective action is taken.
• Analyze client feedback systems and identify common trends in sales and retention challenges.
• Collaborate with key stakeholders to identify initiatives achieving sales and retention targets.
• Conduct regular compliance checks on sales claimed and leads provided.
• Request and analyze analytics to improve existing campaigns and identify new opportunities.
• Report on campaign performance and propose improvements to drive conversion.

Minimum Qualifications

• Advanced Diplomas or National First Degrees in Information Technology, Business Management, or Mathematical and Statistical disciplines.
• Data Management (DAMA) Certification or formal training in relevant technology preferred.
• 3 years of campaign management and delivery experience.
• 3-5 years of strong analytical experience in a strategic environment.
• 3-5 years of SQL experience is advantageous.
• 1-2 years of social media data mining and analytics experience.
• Advanced Excel, intermediate PowerPoint, and data analysis capability.
• 3-5 years of Power BI or other reporting tool experience is advantageous.
• Understanding of balance sheet and income statements with ability to develop and design CVPs.

Sitting at the intersection of legacy reporting and modern analytics infrastructure, the Power BI Data Analyst defines and prioritizes modernization work for each customer use case, migrating reports from tools like SAS and WebFOCUS to Power BI and Presto. Operating across ETL, data warehousing, and proof-of-concept coordination activities, the analyst articulates data and product gaps and provides metrics that track modernization progress for financial industry clients.

Job Functions

• Define the work required for modernization for each customer use case and help prioritize modernization activities.
• Perform data mapping exercises and assist with ETL and data preparation activities.
• Migrate reports from legacy tools such as SAS and WebFOCUS to roadmap tools including Presto and Power BI.
• Articulate data and product gaps that are blockers toward modernization.
• Assist in coordinating proof of concepts with customers.
• Provide metrics for modernization accomplishments and blockers and answer questions related to modernization activities.

Technical Qualifications

• Bachelor's degree in Analytics, AI and ML, Data, or Computer Science preferred.
• 5+ years of experience with Power BI including Power Query, DAX, Modeling, Report Builder, Reports, and Dashboards.
• 3+ years of experience with SQL development.
• 3+ years of experience with ETL tools such as SSIS and Informatica and data warehousing platforms such as SQL Server, Oracle, and DB2.
• 2+ years of experience working in an Agile environment.
• Experience with WebFOCUS and SAS preferred.
• Experience with Java or Python.
• Experience with Apache Presto and other open-source data repositories and tools.
• Experience in the financial industry preferred.

A key member of the enterprise data warehouse team, the BI Data Analyst builds high quality Tableau visualizations for credit risk metrics and profiles Teradata data to identify reporting sources, enabling organization-wide adoption of the EDW. Collaborating across the data factory and business stakeholders, the analyst deploys dashboards, improves processes, and translates business challenges into analytical solutions that drive execution excellence.

What You'll Do

• Build high quality data visualizations autonomously in Tableau for credit risk metrics.
• Engage stakeholders to design report visualizations using wireframes and agile techniques.
• Profile data in the Teradata enterprise data warehouse to identify where data exists for reporting.
• Engage with the data factory to develop the reporting access layer and deploy Tableau dashboards.
• Collaborate with colleagues across the organization to drive adoption of the enterprise data warehouse.
• Proactively analyze problems to improve processes and propose solutions to business challenges.

Skills and Qualifications

• Third-level qualification in mathematics, statistics, finance, IT, or a discipline with significant numerical content.
• Strong technical skills including working with large datasets, relational databases, SQL, and Tableau.
• R and Python are an advantage.
• Ability to translate business issues into appropriate analysis and communicate results clearly.
• Experience delivering to challenging targets with ability to handle competing deadlines.
• Ability to work on own initiative or as part of a team with high energy and strong focus on execution.