Business Intelligence PM/BA

Key Responsibilities

• Collaborate with business stakeholders to identify, analyze, and document business requirements for new and existing operational reporting needs.
• Develop comprehensive Business Requirements Documents (BRDs) that clearly outline the functional and technical specifications.
• Work closely with BI Engineers/Developers, Data Analysts, and Report Developers to translate business requirements into technical requirements.
• Play the role of SCRUM Master in managing project timelines, ensuring that deliverables align with business expectations.
• Facilitate sprint planning, daily stand-ups, and retrospective meetings to ensure continuous communication between the BI team and business stakeholders.
• Ensure project status reports are delivered in a timely manner.
• Work with the Data Architect and BI Engineers to understand data flows from Salesforce CRM, Epic AMS, Accounting General Ledger, and custom applications into the centralized data store.
• Ensure that data integration processes meet business requirements and assist in validating the data for accuracy and completeness.
• Collaborate with business users to design and prototype dashboards and reports in Power BI that meet business needs and adhere to best practices.
• Collaborate with line of business teams to ensure that reporting needs in relation to client, policy, enrollment, platform usage and other relevant categories of data are met.
• Ensure the BI solutions are scalable, sustainable, and aligned with the organization's strategic goals.
• Serve as the primary point of contact for business stakeholders, facilitating clear and effective communication between business units and the BI team.
• Conduct regular meetings with stakeholders to review project progress, resolve issues, and gather feedback.
• Distribute email communications from a shared mailbox for milestone deliverables.
• Work closely with QA Testers to ensure that delivered solutions meet the specified requirements and are free of defects.
• Participate in user acceptance testing (UAT) and coordinate with stakeholders to obtain sign-off on deliverables.

Qualifications

• Bachelor's degree in business administration, Accounting, Finance, Information Technology, or related field.
• 3+ years of experience as a Business Analyst, preferably within a Business Intelligence or Data Analytics environment.
• 2+ years of Project Management/SCRUM Master experience, driving scrum practices and delivery.
• Strong understanding of BI tools and platforms, particularly Power BI and Fabric.
• Experience with data integration from platforms like Salesforce CRM, Epic AMS, and Accounting General Ledger.
• Excellent communication and interpersonal skills, with the ability to effectively engage with both technical and non-technical stakeholders.
• Strong problem-solving skills and attention to detail.
• Experience with Agile methodologies and working in a SCRUM environment.
• Knowledge of SQL and data modeling.
• Experience in financial and operational reporting.
• Understanding of data governance, data privacy and data quality principles.