Business Intelligence Analyst — Operations

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions. 

Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.  

 Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services. 

About the role 

The AVP, Business Intelligence Analyst — Operations owns BI delivery for Legal, Compliance, Marketing, Business Development, Client Success, and Finance. This role builds KPI frameworks, departmental dashboards, and cross-functional reporting within Tidal’s BI governance model. The AVP translates workflows into BI requirements, ensures Snowflake/DBT models reflect business rules, and validates operational datasets prior to business use.

Operational Reporting & Dashboard Development

·       Build Sigma dashboards for multiple operational departments.

·       Develop standardized operational KPI reporting.

·       Automate recurring reporting using Snowflake datasets.

·       Ensure dashboards follow BI metadata, layout, and certification standards.

Requirements, Business Logic & KPI Frameworks

·       Translate operational needs into BI requirements.

·       Define KPI logic aligned to enterprise BI standards.

·       Document workflows and definitions across departments.

·       Support Portal 2.0 and self-service analytics.

Data Validation & Business Certification

·       Validate operational datasets and DBT outputs.

·       Reconcile expectations with Snowflake data.

·       Execute BI certification before dashboards go live.

·       Ensure regulatory reporting outputs meet accuracy and defined template standards

Cross-Functional Insights & Analytics

·       Identify trends across Marketing, BizDev, CSM, and Finance.

·       Perform root-cause analysis on operational issues.

·       Provide efficiency, growth, and risk insights.

·       Support multi-department analytics initiatives.

Alignment with BI Governance & Prioritization

·       Ensure reporting aligns with BI governance and QA standards.

·       Participate in BI intake and prioritization.

·       Promote consistent definitions and reporting logic.

·       Partner with Data Platforms on ingestion and modeling.

·       5–8+ years in BI, analytics, or operational reporting.

·       Strong SQL and Snowflake experience; DBT familiarity preferred.

·       Hands-on dashboarding experience in Sigma or similar BI reporting tool

·       Understanding of operational functions: Legal, Compliance, Marketing, Finance, CSM.

·       Experience defining KPI frameworks and business logic.

·       Strong communication skills across executives and technical teams.

Success Looks Like

·       Departments have unified, trusted KPIs aligned to BI standards.

·       Reporting is automated and accurate.

·       Leaders rely on dashboards—not spreadsheets.

·       Data issues are caught early and validated.

·       BI becomes the operational source of truth across the organization.