Overview

Job Family: Data Management

Maintains and monitors data and databases to meet the company’s current and projected future needs. Reviews and ensures the quality, accuracy and security of data in accordance with established procedures and standards. Monitors database activity and the relationships between the database users and applications to ensure appropriate data usage and resolve data conflicts. Collaborates with technology/infrastructure staff to identify data relationships and functional requirements.

Job Function: Business Intelligence & Reporting

Collects, organizes and analyzes data sets to draw conclusions to maximize efficiency of internal operational processes, to manage risk, and to position the company to better serve clients through enhanced product and solutions offerings. Responsible for drawing insights from large sets of quantitative data. May use advanced analytics technologies, systems and software. Develops data-driven recommendations that support key business decisions across the company. Performs analysis and prepares forecasts and recommendations for product preferences, sales coverage, market penetration, market practices and sales trends. Researches market conditions to determine potential sales of a product or solution. Analyzes, compiles and manages market and economic research on the market’s product or solution requirements and competitive environment to identify enhancements to current features and functionality.

Summary of Responsibilities:

The Associate, Business Intelligence & Reporting is responsible for data and intelligence activities across an assigned data domain(s) using a risk based, standard business process approach.

Essential Functions:

  • Collaborates with technical support team as BI/business lead on projects, analyzing user needs, preparing enhancement requests, supporting technical development/implementation and performing user acceptance testing.
  • Develop technical solutions which may involve a variety of data development tools, preferably SQL Server and Informatica.
  • Collaborates and coordinates with business management to ensure that business and functional informational needs are met.
  • Profiles data within their assigned data domains to identify/prioritize areas with greatest data quality concerns.
  • Design, develop, test and support from SQL stored procedures, views, Informatica workflows, Control-M flows or script objects.
  • Leads key data element identification with data stakeholders across assigned data domain(s) using a risk based, standard business process approach.
  • Analyzes and documents functional processes and controls ensuring gaps and deficiencies are inventoried.
  • Supports with the development of data and process improvement plans.
  • Defines data quality requirements including business rules/controls, metrics and targets.
  • Adheres to corporate risk management objectives.
  • Develops and deploys operational dashboards and reports to create significant business impact.
  • Consults and advises best practices for systems implementation.
  • Collaborates with data owners to improve and streamline processes regarding data flow and data quality to improve data accuracy, viability and value.
  • Provides additional support for users through training, documentation, system access, report writing guidance and query resolution to help them analyze, understand and utilize available BI data most effectively.
  • Partners and collaborates with the business to maintain rules and standards to improve data accuracy and value.
  • Identifies inefficient business processes and drives improvements to maximize efficiency.
  • Monitors internal and external environments for development of new business processes.

Other Functions:

  • Other duties as assigned.

Requirements:

  • Education –
    • Bachelor’s Degree: Computer Science, Management Information Systems, or equivalent field.
    • or equivalent work experience
    • Master’s Degree: Business Administration, Management Information Systems, or other equivalent field.
  • Experience –
    • 5-9 years development experience with SQL Server or other relational databases or 3 years designing, developing, and maintaining Informatica Applications (or equivalent ETL) with minimum 3 years combined in general application development.
    • Excellent SQL coding abilities to write SQL, T-SQL, stored procedures and views.
    • Strong experience of 3 years with Informatica or other ETL/ELT tools.
    • Development experience must be full Life Cycle experience including business requirements gathering, data sourcing, testing/data reconciliation, deployment and data automation practices.
  • Skills & Abilities –
    • Ability to communicate at all levels with clarity, poise, maturity and precision both written and verbal.
    • Advanced Knowledge of data modeling, database design development, data mining, and segmentation techniques.
    • Advanced knowledge of statistical applications within Financial Services to interpret data requests and identify data analytics opportunities.
    • Demonstrated data analysis, data presentation, and data development skills.
    • Ability to multi-task and adhere to deadlines.
    • Ability to adapt to rapidly changing business environment.
    • Ability to adjust to new developments/changing circumstances.
    • Ability to influence others.
    • Ability to lead and coach junior level professionals.
    • Ability to interact with all levels of employees, including senior level management.
    • Ability to leverage technology to improve and automate business tasks.
    • Ability to maintain and report on confidential information in an appropriate manner.
    • Strong Project Management skills.
    • Strong problem solving and analytical skills.
    • Strong attention to details and can analyze information quickly.
    • Excellent written and verbal communication skills.

Competencies:

  • Collaboration – Relationship Management:
    • Proficient – Applying and Executing
        • Knows who to reach out to inside and outside of one’s team to get work done
        • Takes action to enhance working relationships needed to achieve seamless work flow
  • Execution – Accountability:
    • Proficient – Applying and Executing
        • Follows through to meet commitments to others
        • Takes responsibility for achieving strong results, despite balancing multiple complex demands
  • Influence – Information Sharing:
    • Proficient – Applying and Executing
        • Uses information and data effectively to support a position and present a rational case
  • Influence – Two-way communication:
    • Proficient – Applying and Executing
        • Communicates in a timely and straightforward manner
        • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
        • Keeps everyone involved informed about progress and issues
  • Problem Solving – Solution Definition:
    • Proficient – Applying and Executing
        • Sees through complexity and detail to get to the critical issues at hand
        • Takes into account the wider context within which problems exist
  • Risk Business Acumen – Industry Acumen:
    • Proficient – Applying and Executing
        • Stays current with industry and regulatory trends and emerging risk issues
        • Has good understanding of current market and competitive landscape that the organization operates within
  • Risk Management – Continuous Process Improvement:
    • Proficient – Applying and Executing
        • Proactively works to streamline processes and identify and eliminate redundancies
        • Contributes to the implementation of new methods, policies, processes, procedures, or techniques
        • Independently performs monitoring and testing of processes

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.