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Business Intelligence Analyst (Salesforce) - Contract to Hire - Remote (USA)Genuent's premiere client is hiring a Business Intelligence Analyst for a premiere client in the banking industry. Long-term contract with potential to convert to full-time based on performance. Qualified Candidates, please email your professional resume to Description Overview:The Private Banking executive leadership team depends upon accurate, timely, and well-synthesized information about sales and service activity in order to inform decision-making and assess staff performance. The Private Banking Division Business Intelligence Manager is responsible for both designing the systems that produce this information, and, analyzing the information to identify trends and issues.
- This leader will be part of a high-profile team that reports to the divisions Executive Vice President that has a broad mandate to transform the client relationship management operations within Private Banking. Their typical activities will include engaging senior managers for business requirements, collaborating with technology managers to acquire data, designing and building dashboards to visualize KPIs, analyzing those metrics for insights, and helping those senior managers use those tools and insights in their roles.
- This candidate is expected to lead a transformation of the divisions business intelligence capability through direct and indirect management of other resources. In particular, the candidate will partner with Technology resources to access and extend the available systems for consuming enterprise data, which include Salesforce, Tableau, Einstein Analytics / Tableau CRM, Snowflake, Microsoft PowerBI, and proprietary SQL databases.
- The ideal candidate combines strong business acumen and understanding of the private banking space, the ability to use data to drive decision-making and the skills to create useful dashboard and reports.
- Understand the client's Private Banking business & business intelligence needs.
- Demonstrate a strong understanding of the wealth management space and bank's strategy to succeed
- Assess the current business intelligence reports for their effectiveness and efficiency
- Establish relationships with key business stakeholders and analyze their goals and needs for information
- Identify KPIs required to produce insightful analysis / reporting and enable executive decision-making
- Understand the data sources available and develop the tools to integrate and access that data.
- Study and develop a practical understanding of the banks key systems for client information and metrics, including Salesforce Sales and Marketing clouds, CityData, CIS, CRISP, OFSAA (Oracle Financials), and Callidus (performance measurement & compensation)
- Design effective analytical data models in Snowflake or similar tools for integrating and extending this data so that it can be used by multiple parties within the division
- Develop automated processes to acquire, transform and load the data, while monitoring quality and validity, using SQL and other data transport tools
- Influence the design of Salesforce to capture the data needed to drive effective reporting
- Over time, transform the current data and reporting stack from one based on MS Access and Excel to a modern toolset that complies with bank and regulatory policies (e.g., Snowflake, Azure, Tableau, PowerBI, etc.)
- Analyze the data to produce useful insights about trends, relationships, staff performance and the quality of the data.
- Analyze the data to identify common problems (missing data, new key values, inconsistencies, invalid values, etc.), and, continuously monitor and resolve those issues.
- Produce ad hoc analysis as required from executive stakeholders and deliver in various formats according to the need (Excel, PowerPoint, dashboards, etc.)
- Perform independent analysis to identify the important segments, drivers, breakpoints, and patterns
- Deliver these insights to senior managers via written and verbal presentations, formal and informal
- Incorporate those insights into the production reports and dashboards for use by the management team
- Develop insightful reports and dashboards for use by all levels of management.
- Develop an innate understanding of the management teams information needs by participating in management discussions
- Capture requirements through interviews with senior managers and executives and synthesize them into coherent designs
- Develop dashboards and reports for interactive and static delivery using Salesforce, Tableau, Einstein Analytics / Tableau CRM, Power BI, and similar tools
- Teach and enable other reporting analysts to run routine monthly report production processes to meet the needs of the division
- Adapt and learn new technologies as the enterprise business intelligence tools evolve
- Minimum of 5 years of experience with CRM-related business intelligence tools required, including some or all of these tools: Salesforce, Einstein Analytics, Tableau, and Snowflake.
- Minimum of 5 years of experience in a banking/financial services environment required
- Minimum of 5 years of sales performance reporting and analysis experience required
- Minimum of 5 years experience demonstrating strong Excel and SQL capabilities, including complex formula/function development, writing macros, utilizing PivotTables and other methods to manipulate large datasets, including accessing ODBC data sources and SQL data manipulation
Vacancy expired!