BI / Data Analytics Consultant

Our client, the Product team of a purpose-driven financial services organization, is looking for a BI / Data Analytics Consultant to join their team on a freelance to full-time basis. This role is remote, but candidates local to Minneapolis, Atlanta, or Appleton, WI are preferred for occasional in-person team meetings. Fully remote candidates will be considered with the ability to travel as needed.

About the role

The BI Analytics Consultant is a strategic analytics professional responsible for delivering insights that influence organizational goals, strategies, and business outcomes. This role proactively partners with leaders, product owners, and business stakeholders to identify opportunities, evaluate business questions, and provide actionable recommendations through data analysis and reporting.

As a key member of the Membership product portfolio team, you will collaborate closely with business, product, analytics, and technology partners to support and enhance the Membership Reporting Suite. Responsibilities include maintaining and improving critical business, regulatory, and operational reporting, increasing user adoption of reporting tools, improving data quality and confidence in data integrity, and enabling self-service access to trusted insights.

In addition to managing reporting capabilities, you will perform complex analyses to help leaders understand business performance, identify trends and opportunities, and make data-driven decisions.

Responsibilities

• Define and evaluate business hypotheses and analytical questions aligned with organizational strategies and goals.
• Partner with leaders, product owners, and business stakeholders to understand business needs and deliver actionable insights.
• Conduct complex analyses to identify trends, opportunities, risks, and key drivers of business performance.
• Perform ad hoc, operational, and strategic analyses to support business initiatives and decision-making.
• Collaborate with other Membership portfolio data team members to support and continuously improve the Membership Reporting Suite.
• Provide ongoing support for critical business and operational reports, ensuring accuracy, reliability, and relevance.
• Refine, enhance, and expand dashboards and reports to meet evolving business needs.
• Design and develop intuitive dashboards, reports, and data visualizations that simplify complex datasets and communicate meaningful insights.
• Apply data storytelling and visualization best practices to improve stakeholder understanding and engagement.
• Collaborate with business and technology partners to identify and resolve data quality issues and improve confidence in reporting.
• Increase adoption and utilization of reporting solutions through stakeholder engagement, consultation, training, and documentation.
• Promote self-service analytics by improving access to trusted and actionable business insights.
• Contribute to reporting standards, governance processes, and best practices.
• Develop and execute complex SQL queries and leverage reporting, visualization, and analytics tools to support analysis and decision-making.
• Identify, acquire, and evaluate new data sources and analytical opportunities.
• Perform advanced modeling, data mining, and statistical analyses to support business objectives.
• Communicate analytical findings and recommendations clearly and effectively to leadership and stakeholders.
• Document current and future-state business processes and identify opportunities for improvement.

Requirements

• Minimum of a bachelor's degree in economics, quantitative business analysis, applied mathematics, statistics, management information systems, or equivalent experience. Master's degree preferred.
• 7+ years of experience in analytics, business intelligence, research, or related disciplines.
• Ability to translate business needs into analytical, reporting, and visualization solutions.
• Advanced experience with Power BI, including dashboard development, semantic modeling, DAX, report optimization, and self-service analytics.
• Proven ability to create clear, intuitive data visualizations that transform complex data into actionable business insights.
• Experience supporting and enhancing enterprise reporting solutions, including user adoption, governance, and continuous improvement.
• Demonstrated experience providing complex data analysis and strategic insights to business leaders and stakeholders.
• Experience working within Agile and/or product operating models.
• Advanced SQL skills and experience working with relational databases, data warehousing, data mining, and OLAP technologies.
• Experience working with Databricks and modern data environments.
• Expertise in statistical analysis, modeling, experimental design, and impact assessment.
• Strong business acumen, preferably within insurance, investments, or financial services.
• Strong communication, consulting, problem-solving, and decision-making skills.
• Experience mentoring or providing work direction to less experienced analysts.

Skills

• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and work independently.
• Strong collaboration and relationship-building skills.
• Customer-focused mindset with a passion for continuous improvement.
• Ability to balance technical expertise with practical business application.
• Commitment to delivering trusted data, meaningful insights, and exceptional user experiences.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.