WHAT DOES A BI ANALYST DO?

The Business Intelligence Analyst develops key performance indicators and metrics to assess multiple trading segments and the effectiveness of financial strategies. This role involves creating detailed reports using tools like Power BI, auditing financial processes, and educating management about financial statuses and strategy. Additionally, the analyst also collaborates on experimental campaigns to optimize ROI, leads the implementation of marketing measurement plans, and provides actionable insights through data visualization.

A Review of Professional Skills and Functions for BI Analyst

1. BI Analyst Duties

  • Script Development: Developing scripts to load test data, providing scripts/tools to help automate testing
  • Data Archiving: Archiving test data adhering to standards for all databases, e.g., Data Models, Data Architecture
  • Data Management: Manage the physical data models' and maps' lifecycle for the data warehouse system.
  • Consultation: Confer with end-users, peers, or senior management to define business requirements.
  • BA Collaboration: Work with business analysts to translate client requirements into development projects.
  • System Support: Day-to-day support activities, resolve system bugs, assist business staff with questions, and investigate issues.
  • Report Development: Developing new reports and following requirements gathered from business users
  • Report Maintenance: Maintain and support existing reports through modifications, troubleshooting, and performance enhancements
  • SSRS and Tableau: Work alongside the team in developing and implementing SSRS Reporting and Tableau Dashboards
  • Technical Research: Research, relate, and recommend technical solutions and relevant software application tools, utilities, environments, and languages.

2. BI Analyst Details

  • Dashboard Development: Develop dashboards in Power BI to meet client business objectives.
  • Reporting: Take part in various reporting projects as a technical expert.
  • Stakeholder Liaison: Liaise with reporting colleagues, risk managers, and partner teams.
  • Supporting: Provide support and training to colleagues and stakeholders.
  • Platform Assistance: Assist in the creation of a new DWH Platform.
  • Data Modeling: Model logically the DWH business model and the BI model.
  • Operational Reporting: Collect and understand the operational reporting needs of businesses and analysts.
  • Writing: Write and structure business specifications and business rules in collaboration with BPA and IT Analysts.
  • Guidance: Guide the stakeholder community to ensure all solutions are fit for purpose and deliver intended business value.
  • Solutions Delivery: Ensure the delivery of consistent, well-documented, and supportable BW solutions.

3. BI Analyst Responsibilities

  • ETL and BW Maintenance: Maintain and support Business Warehouse (BW) and ETL system
  • Job Management: Manage and monitor job schedules, providing rapid fixes for any failed job/schedules
  • Platform Support: Support the development, exploitation, and evolution of the BW and ETL platforms.
  • Data Engineering: Design, build and maintain a highly scalable data platform
  • Query Development: Write queries/jobs/functions to feed and improve the channeling of the data
  • Performance Optimization: Perform query performance optimization with large data sets
  • Data Visualization: Transforming scoping documents into visualizations while ensuring some degree of consistency
  • Documentation: Generate a Tableau user manual that includes a policy outlining access and permissions tiers
  • Training: Provide user training sessions and facilitate onboarding activities
  • Quality Control: Build QC processes and implement assurance techniques

4. BI Analyst Job Summary

  • BI Training: Teach internal customers how to use BI products.
  • Data Analysis: Perform simple data analysis and provide recommendations.
  • Procedure Management: Follow procedures and recommend changes.
  • Data Assessment: Assess the activity of data from within the business.
  • Stakeholder Response: Respond quickly and efficiently to queries and stakeholder requests.
  • Dashboard Building: Build dashboards from scratch in Qlikview and Qliksense according to business requirements.
  • Dashboard Optimization: Implement and optimize dashboards representing vital business data.
  • SAP/IBP Improvement: Develop and implement the portfolio of improvements in SAP/IBP.
  • IBP Consulting: Advise business planning stakeholders on technological directions as an IBP consultant.
  • SAP/IBP Development: Actively participate in the configuration and development of functionalities of SAP/IBP.
  • Relationship: Ensure the relationship with IT and external suppliers for the deployment of integrated or advanced functionalities.
  • User Support: Support the user community in the event of problems or novelties and for ad hoc requests related to operations.
  • KPI Development: Prioritize the needs of different players to create flexible and visual key performance indicators from Power BI.

5. BI Analyst Accountabilities

  • Tableau Report: Design, develop, and test Tableau reports.
  • Dashboard Creation: Create visually effective dashboards in Tableau.
  • Report Optimization: Optimize complex Tableau reports and validate the data results.
  • Report Maintenance: Edit and maintain complex Tableau reports.
  • Troubleshooting: Troubleshoot and fix problems in existing Tableau reports.
  • Stakeholder Engagement: Engage with downstream data teams for additional data requirements and/or validation of data fields.
  • Support: Varied involvement in supporting the above work areas.
  • Data Transformation: Transform data into insights that support the work of the company as a whole.
  • Trend Analysis: Identify trends in historical data to help inform future decision-making.
  • Data Quality: Ensure the quality and consistency of data used for reporting purposes.
  • Stakeholder Liaison: Liaise with stakeholders to understand the requirements for analysis or development work.
  • Data Improvement: Provide recommendations to improve the data structure for more effective analysis.

6. BI Analyst Functions

  • BI Solution Support: Supporting existing BI solutions and reporting by maintaining and developing existing data sets and outputs.
  • BI Lifecycle Ownership: Owning full life cycle development and delivery of BI and MI solutions, encompassing requirement gathering and analysis.
  • SQL Query: Maintaining, creating, and running queries using SQL, and developing BI reports and dashboards.
  • Data Reporting: Extracting, transforming, and developing data reporting solutions using tools such as SQL, PowerBI, Tableau.
  • Quality Assurance: Assisting with testing and quality assurance activities with data extracts, candidate research, and analysis.
  • Documentation: Preparing required documentation for system support and analyst processes.
  • Technical Support: Providing technical support to Data and MI colleagues within the FPP team.
  • Data Pipeline: Developing end-to-end data pipelines for various scenarios, including ingesting data from traditional databases.
  • Dashboard Creation: Creating insightful, visual dashboards for all departments using Tableau at its best functionality.

7. BI Analyst Job Description

  • Data Transformation: Support GSA management in corporate data transformation.
  • Cloud Migration: Assist with implementing new governance principles, and aid in migration to the Cloud.
  • Change Management: Participating in the change management core team.
  • Leadership: Act as GSA's primary point of contact for data privacy and ethics.
  • Legal Communication: Communicate with the legal department regarding privacy concerns.
  • Dashboard Development: Create business dashboards and determine stakeholders' needs.
  • Data Coordination: Coordinate with the database team for data feeds, design necessary layout and analytics.
  • Analytics: Perform deep-dive analyses, answer critical business questions, use SQL queries or Python scripts.
  • Team Support: Assisting team members, and supporting team growth.
  • Process Improvement: Develop new processes and tools to improve productivity.

8. BI Analyst Overview

  • Data Visualization: Primary support contact and expert for Power BI and other data visualization tools.
  • Reporting: Deliver reporting and dashboard solutions to improve performance and presentation to stakeholders in support of Clinically Integrated Network objectives.
  • Business Objective: Capture and formulate business objectives to meet required reporting scope and project objectives and deadlines.
  • Guidance: Provide technical direction, guidance, and assistance during project development by maintaining data integrity and quality control of delivered reports.
  • Data-Driven Influence: Influence operational and business needs by developing and institutionalizing data-driven analytics.
  • Collaboration: Partner with the Population Health Analytics teams and vendor to build the processes, documentation, and metrics needed to support reporting.
  • Data Aggregation: Aggregate and analyze business data from multiple data sources.
  • Cross-Functional Collaboration: Collaborate with functional leaders throughout the organization.
  • Report Development: Develop new, and enhance existing, reports to facilitate impactful decision-making.
  • Dashboard Creation: Create usable dashboards to concisely summarize business data.
  • Data Implementation: Implement data solutions across functional areas of the company.
  • Education: Teach daily users best practices for using and interpreting data.
  • Supporting: Assist in the development and maintenance of the Company's Data Warehouse.
  • Reporting: Create ad hoc reports to answer various business questions.
  • Process Improvement: Identify, communicate, and support new process improvement opportunities.

9. BI Analyst Details and Accountabilities

  • BI Development: Design and develop business intelligence, data warehousing, and reporting solutions.
  • Dashboard Development: Build and deliver compelling dashboard and analytics solutions using Power BI.
  • Business Partnering: Partner throughout the business to identify reporting needs and translate them into actionable reports or dashboards.
  • SQL Environment: Assist with the setup of new SQL reporting environments and data migration from legacy systems.
  • Data Integration: Connect multiple data sources, import data into the data warehouse, and transform data for BI purposes.
  • Supporting: Provide technical support and guidance through prototyping, building, testing, and launching of analytics products.
  • Troubleshooting: Troubleshoot and support the entire solution, across all layers of the data platform.
  • Security Implementation: Implement access controls using knowledge of security mechanisms for report access.
  • Communication: Communicate proposed designs and progress on the work to customers and team members.
  • Database Monitoring: Monitor databases and optimize performance, and be open to learning and trying new things.
  • Analytics Delivery: Deliver high-level analytics and dashboards to track multiple datasets for cross-functional business units.
  • Data Analysis: Provide deep analysis of data to help business leaders make informed decisions.
  • Data Identification: Identify key areas and potential data sources to support project requirements at the group level.
  • Collaboration: Collaborate with cross-functional business units to identify optimal ways of data collection strategy.

10. BI Analyst Tasks

  • Performance Metrics: Developing unique and effective performance indicators and metrics for comparison across multiple trading segments.
  • Financial Strategy: Aiding in determining the effectiveness of various financial strategies.
  • Data Compilation: Creating and compiling analysis information into spreadsheets, documents, and Power BI reports for distribution to executive management.
  • Education: Educating other departments and executive management on the company's financial status, performance vs. strategy, and future financial plans.
  • Financial Auditing: Auditing financial processes and working directly with the accounting department to ensure alignment with FPandA on reporting across multiple trading segments.
  • Performance Commentary: Providing detailed commentary to executive management about the organization's performance concerning financial objectives and strategies.
  • Financial Benchmarking: Working closely with executive management to discuss and determine financial benchmarks, strategy, and attainment of organizational goals.
  • Problem Solving: Working closely with different function stakeholders to identify problems, deep dive into root causes, and derive potential solutions.
  • Data-Driven Insights Development: Developing and communicating analytical insights utilizing data visualization tools.
  • Presentation: Presenting data-derived insights and recommendations to the team, different departments, and founders.
  • Marketing Strategy: Designing and leading the implementation of a robust marketing measurement plan.
  • Campaign Experimentation: Designing and executing experimental campaigns to learn how to optimize for ROI.
  • Collaboration: Partnering with other marketing team members to help them reach transparency and profitability goals.