Senior Business Intelligence (BI) Analyst

Posted 2 Days Ago
Warren, PA, USA
In-Office
Senior level
Financial Services
The Role
Leads business intelligence projects supporting credit risk, portfolio monitoring, stress testing, forecasting, and profitability analysis. Translates stakeholder needs into requirements, solution designs, dashboards, reports, and predictive analytical tools. Develops queries and models, validates data quality, supports data governance, troubleshoots data issues, and helps business partners use Power BI, Azure, and enterprise data environments. Maintains documentation for management, regulators, and auditors while monitoring data builds and implementations.
Summary Generated by Built In
PA0738 Processing Center

Job Description

The Sr. Business Intelligence Analyst will work with Risk / Credit Admin / Credit Risk / Model Dev team leaders and specialists to understand business goals and needs and translate these into requirements and solution designs with a focus on driving business value and positive outcomes. This role is responsible for developing consistent and coherent sets of requirements for analytical tools – requirements, design, validation, implementation, and control designs for business partners (e.g. portfolio stress testing, deposit forecasting, loan portfolio analysis, etc.).  

In this role, the incumbent will take lead analyst roles in BI projects driving requirements definitions, documentation efforts and as necessary report creation, queries, etc. to support business team needs. This role is integral as a liaison among stakeholders and project teams helping to enhance Data team performance

 
Essential Functions
•    Interview stakeholders to understand business goals and needs, formulate technical requirements, which satisfy the business requests, document requirements and solution designs with a focus on ensuring developers have all the information necessary to complete build / test.  Activities range from analytical tool design, some report development, implementation, and control designs used for understanding risk, credit portfolios and deposits, such as portfolio stress testing, marketing opportunities, accounting, concentration correlation analyses, etc.
•    Interview stakeholders to identify business needs and translate these into requirements and solution designs with a focus on driving business value and positive outcomes.
•    Interview users to understand how they do their jobs and what they need from data systems to improve performance, deliver on functional enhancements, monitor portfolios, etc.
•    Analyze business processes, recommend changes that improve outcomes, influence stakeholders to build consensus, and implement approved changes
•    Support business partner usage of the Data Environment through helping business partners learn data table and content, Power B/I, using Azure; that will begin the development of a data culture at Northwest
•    Build and / or maintain Documentation Librar(ies) and Catalog(s) to ensure that such documentation is available upon request by management, regulators, and internal and external auditors
•    Monitor data environment builds, executions, execution run-times, change developments, change implementations, and workplans.
•    Develop quantitative modeling other than CECL, such as loss forecasting, predictive risk rating models, stress testing, and profitability analysis.
•    Take the lead in developing and implementing predictive analytical tools, ad hoc analyses, visual/interactive reporting, segmentation analysis, and process automation. Identify the problem, provide potential solutions, and design the model construct
•    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 as the project is designed and built
•    Lead individual and group project designs, 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 of identifying, storing, processing, provisioning and governing data
•    Ensure data quality by validating data to assess fitness for use, identifying and directing remediation of issues, and completing quality assurance testing
•    Follow Data Governance procedures to ensure that data and data based processes are appropriately managed
•    Work with 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
 
Additional Essential Functions
•    Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
•    Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
•    Work as part of a team
•    Work with on-site equipment
 
Safety and Health for those without supervisory duties 
•    Abide by the rules of the safety and loss prevention program
•    Perform work tasks in a safe manner
•    Report any and all injuries to supervisor
•    Know what to do in case of an emergency
 
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
Education
Master's Degree    Finance, Statistics or Quantitative Or
Bachelor's Degree    Finance, Statistics, Quantitative field or Information Technology required and experience in credit administration, CECL, and data Or
 
Work Experience 
6 - 8 years    Business Intelligence Analyst, Data Analyst, Business analyst or equivalent And
3 - 5 years    Banking or Financial Institution experience And
2 - 3 years    Credit / Current Expected Credit Loss / Credit Portfolio Monitoring And
2 - 3 years    Knowledge of SQL, Power/BI, Python, R         
 
General Employee Knowledge, Skills, and Abilities
•    Ability to establish effective working relationships among team members and participate in solving problems and making decisions    
•    Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written  
•    Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information    
•    Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information    
•    Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas  
 
Additional Knowledge, Skills and Abilities
•    Ability to analyze data using Microsoft Excel or any other equivalent tool  
•    Ability to analyze data using SQL and Microsoft Power BI. 
•    Ability to analyze and document requirements 
•    Ability to analyze, design and develop reports, scorecards and dashboards  
•    Knowledge working with any data warehouse system and is any master data management (MDM) system    
•    Knowledge of working with any customer relationship management (CRM) system e.g. Dynamics CRM, etc and Microsoft SharePoint  
 
Licenses and Certifications  
    CBAP (or equivalent)     Upon Hire And
    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    
 
Additional Licenses and Certifications
Completion of Certifications within 1 Year       
 


Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Skills Required

  • Master's degree in Finance, Statistics, or a quantitative field
  • Bachelor's degree in Finance, Statistics, a quantitative field, or Information Technology, with experience in credit administration, CECL, and data
  • 6-8 years of experience as a Business Intelligence Analyst, Data Analyst, Business Analyst, or equivalent
  • 3-5 years of banking or financial institution experience
  • 2-3 years of credit, Current Expected Credit Loss, or credit portfolio monitoring experience
  • 2-3 years of experience with SQL, Power BI, Python, and R
  • Ability to analyze data using Microsoft Excel or an equivalent tool
  • Ability to analyze data using SQL and Microsoft Power BI
  • Ability to analyze and document requirements
  • Ability to analyze, design, and develop reports, scorecards, and dashboards
  • Knowledge of data warehouse systems and master data management systems
  • Knowledge of customer relationship management systems, such as Dynamics CRM, and Microsoft SharePoint
  • CBAP certification or equivalent upon hire
  • Microsoft Certified: Power BI Data Analyst Associate or equivalent within one year
  • Microsoft Certified: Azure Data Engineer Associate or equivalent within one year
  • Microsoft Certified: Azure Data Scientist Associate or equivalent within one year
  • Completion of required certifications within one year
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The Company
HQ: Columbus, OH
136 Employees
Year Founded: 2008

What We Do

Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every step of the way. We see our relationship with you as a partnership, the way banking should be. Trust matters when picking your financial partner. Northwest Bank is rated as one of the best capitalized banks in the nation. We have earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service. Founded in 2008, we have offices in Boise, Idaho; Portland, Oregon; Coeur d'Alene, Idaho; Seattle, Washington; and Salt Lake City, Utah metropolitan markets. Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions. Member FDIC Equal Housing Lender

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