Senior Business Intelligence (BI) Analyst

About the role

The Sr. Business Intelligence Analyst will collaborate with Risk, Credit Admin, Credit Risk, and Model Development team leaders and specialists to define business goals and translate them into requirements and solution designs that drive business value and positive outcomes. This role leads the development of consistent and coherent requirements for analytical tools, including requirements, design, validation, implementation, and control designs for business partners. Responsibilities include leading BI projects, defining and documenting requirements, and creating reports, queries, and other deliverables to support business team needs. The role serves as a liaison among stakeholders and project teams to enhance Data team performance.

Responsibilities

• Interview stakeholders to understand business goals and needs, formulate technical requirements, and document requirements and solution designs to ensure developers have all necessary information for build and test.
• Design analytical tools, develop reports, implement solutions, and create control designs for understanding risk, credit portfolios, and deposits, including portfolio stress testing, marketing opportunities, accounting, and concentration correlation analyses.
• Analyze business processes, recommend improvements, influence stakeholders to build consensus, and implement approved changes.
• Support business partner usage of the Data Environment by helping users understand data tables, Power BI, and Azure to foster a data culture at Northwest.
• Build and/or maintain documentation libraries and catalogs to ensure availability upon request by management, regulators, and internal and external auditors.
• Monitor data environment builds, executions, run-times, change developments, implementations, and workplans.
• Develop quantitative modeling beyond CECL, such as loss forecasting, predictive risk rating models, stress testing, and profitability analysis.
• Lead the development and implementation of predictive analytical tools, ad hoc analyses, visual/interactive reporting, segmentation analysis, and process automation.
• Identify problems, provide potential solutions, and design model constructs.
• Translate business goals, user needs, and process improvements into data management functions and requirements.
• Explain the value, capabilities, and limitations of data systems to business managers and users during project design and build.
• Lead project designs, create wireframes and mockups of analytic dashboards, visualizations, scorecards, stack rankings, and reports, and provide approved technical specifications to developers.
• Analyze and structure data to implement enterprise data management goals, including identifying, storing, processing, provisioning, and governing data.
• Ensure data quality by validating data for fitness of use, identifying and directing remediation of issues, and completing quality assurance testing.
• Follow Data Governance procedures to ensure data and data-based processes are appropriately managed.
• Work with the Enterprise Data Warehouse, analytical cubes, metadata, and master data management to provide business insights for decision-making.
• Analyze and complete project requests, troubleshoot and resolve data issues, and support business partners in using the Data Environment.

Qualifications

• Education:
  • Master's Degree in Finance, Statistics, or Quantitative field, or
  • Bachelor's Degree in Finance, Statistics, Quantitative field, or Information Technology with relevant experience in credit administration, CECL, and data.
• Work Experience:
  • 6–8 years as a Business Intelligence Analyst, Data Analyst, Business Analyst, or equivalent,
  • 3–5 years in Banking or Financial Institution experience,
  • 2–3 years in Credit/Current Expected Credit Loss/ Credit Portfolio Monitoring,
  • 2–3 years of knowledge of SQL, Power BI, Python, and R.

Knowledge, Skills, and Abilities

• Ability to establish effective working relationships, participate in problem-solving, and make decisions.
• Ability to present and express ideas clearly and concisely in oral or written form appropriate to the audience.
• Ability to actively listen, share information, and facilitate open exchange of ideas.
• Ability to set courses of action, develop tracking systems, and use resources effectively.
• Ability to make sound decisions based on analytical processes and good judgment.
• Ability to analyze data using Microsoft Excel, SQL, and Microsoft Power BI.
• Ability to analyze and document requirements, design and develop reports, scorecards, and dashboards.
• Knowledge of data warehouse systems, master data management (MDM) systems, and customer relationship management (CRM) systems such as Dynamics CRM and Microsoft SharePoint.

Licenses and Certifications

• CBAP (or equivalent) upon hire.
• Microsoft Certified: Power BI Data Analyst Associate or equivalent within 1 year, or
• Microsoft Certified: Azure Data Engineer Associate or Microsoft Certified: Azure Data Scientist Associate or equivalent within 1 year.