Lead Business Intelligence Analyst
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Job Description
Lead BI Analyst shaping enterprise analytics, reporting, and AI strategy for eMoney Advisor’s wealth management platform. Advising executives and delivering scalable, governed data solutions.
Responsibilities:
- Serve as a trusted advisor to executive leadership by translating strategic business objectives into enterprise analytics strategies and solutions
- Influence enterprise decision making through advanced analytics, executive-level storytelling, and actionable insights
- Identify opportunities to accelerate growth, productivity, customer experience, and digital transformation through data, analytics, and AI
- Lead the design and evolution of scalable, secure, and reusable enterprise analytics solutions
- Influence architectural standards for semantic models, data products, metrics, dashboards, metadata, lineage, self-service analytics, and analytical asset lifecycle management
- Develop enterprise measurement frameworks, KPIs, forecasting models, and performance reporting strategies
- Create reusable analytics frameworks, design patterns, and accelerators
- Ensure solutions align with architecture, data governance, security, privacy, and data management standards
- Evaluate and recommend generative AI, predictive analytics, automated insights, natural language querying, and intelligent decision-support capabilities
- Promote responsible AI practices aligned with governance, compliance, security, and risk management standards
- Identify emerging trends, risks, technologies, and opportunities influencing analytics strategy
- Lead enterprise analytics initiatives from strategy and solution design through implementation, adoption, and value realization
- Partner with business leaders to define success measures, quantify value, and ensure measurable outcomes
- Drive adoption of data-informed decision making, analytics best practices, and data literacy
- Align analytics priorities, strategic roadmaps, and organizational best practices
- Mentor analytics practitioners through technical leadership, knowledge sharing, and architectural guidance
Requirements:
- Bachelor’s degree in mathematics, Statistics, Computer Science, Data Analytics, Business, Economics, or another quantitative discipline; Master's degree preferred or an equivalent combination of education and experience
- 10+ years of progressive experience in business intelligence, analytics, data strategy, management consulting, or related advisory roles
- Experience leading enterprise-scale analytics initiatives and influencing senior business and technology leaders
- Success partnering with executive leadership to shape business strategy, prioritize investments, and deliver measurable outcomes through data, analytics, and AI
- Experience leading enterprise-wide transformation initiatives involving analytics modernization, KPI standardization, self-service analytics, data governance, data products, or AI-enabled decision support
- Experience operating within complex, cross-functional organizations and influencing outcomes without direct managerial authority
- Financial services, wealth management, fintech, or other highly regulated industry experience preferred
- Expert SQL proficiency
- Expert-level experience with Power BI or other modern business intelligence and visualization platforms such as Tableau or Looker
- Expertise in enterprise analytics architecture, dimensional modeling, semantic models, data products, metric layer design, data modeling, and enterprise reporting frameworks
- Experience developing scalable, governed analytics solutions
- Knowledge of data governance, data quality, metadata management, and analytical best practices
- Executive communication, facilitation, and data storytelling skills
- Experience evaluating and implementing AI-enabled analytics capabilities, including generative AI, natural language querying, automated insights, and predictive analytics
- Experience implementing AI and generative AI use cases, including governance, risk management, responsible AI practices, and business adoption strategies
- Consultative and stakeholder management skills
- Ability to lead through influence, align diverse stakeholder groups, and drive consensus
- Ability to synthesize ambiguous business challenges into structured analytical approaches and strategic recommendations
- Experience developing business cases, value realization frameworks, and measuring analytics impact
- Strong analytical ability and business acumen
- Ability to manage multiple priorities in a fast-paced environment
Benefits:
- Annual bonus program
- Retirement contributions
- Health insurance
- Sick leave
- Parental leave
- Paid time off
- Diversity and inclusion culture
- Equal employment opportunity
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