Sr. Business Intelligence Reporting Analyst (Power BI)

Posted 5 Days Ago
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Country States, Pájaros Barrio, Bayamón, PRI
In-Office
105K-115K Annually
Senior level
Financial Services
The Role
Design, build, and maintain Power BI reports and semantic models; migrate and validate reporting inventory using Valtrune; perform SQL-based data transformations; implement advanced DAX, Power Query, RLS, and calculation groups; optimize report performance; analyze KPIs and document data lineage, report purpose, and change logs to deliver actionable insights.
Summary Generated by Built In

Compensation Range: $105,000 - $115,000  
Location: US Based Remote  

The Mortgage Business Intelligence & Analytics team oversees all activities and functions involved with the company’s Business Intelligence platform, giving mortgage company business leaders access to reliable, actionable data to better manage and understand the business and drive company growth.  

We are seeking a Sr. Business Intelligence Reporting Analyst to drive the development of our Power BI reporting environment. The Reporting Analyst will be responsible for creating impactful dashboards and reports which deliver meaningful data to our business leaders to achieve organizational goals. This role will do more than compile tabular data; this role will have an opportunity to use data to tell a story, and help our team, as well as business leaders, derive meaningful insights.   

The right candidate will have a strong background with Power BI. They will be detail oriented, with the ability to infer business needs and develop reporting solutions using data visualization best practices including leveraging Gestalt principles, Storytelling with Data, and visualization selection principals. They will proactively run data quality checks to ensure the integrity of the information being delivered. Self-motivated with an eagerness to learn, becoming a subject matter expert to coincide with technical fluency. Stays abreast of the latest Power BI features and identifies the right opportunities for implementation. Builds robust reports and dashboards leveraging everything from complex DAX calculations to advanced visualization techniques to meet bespoke business requirements. 

What you will be doing:  

Report Development (50%)  

  • Build effective and efficient reports and dashboards using best practices in data presentation and design language  
  • Migrate existing reporting inventory to a centralized semantic model  
  • Leverage Valtrune to complete full data and report validation 
  • Automate/streamline manual processes  

Data Transformation/Preparation (20%) 

  • Use advanced SQL techniques and multi-stage transformation methodologies to normalize, cleanse, and standardize inconsistent datasets 
  • Infer and establish relationships between disparate data sources and systems of record to support unified reporting and analytics 
  • Transform raw source data into reporting-layer-ready objects, including the creation of synthetic keys derived from non-standardized attributes 

Semantic Model Maintenance (15%)  

  • Update semantic models to support new reporting needs  
  • Monitor model efficiency and implement changes as needed to optimize performance  

Analysis (10%)  

  • Identify pertinent trends to share with leaders  
  • Proactively dive headfirst into data to offer deeper insights into high/low performing KPIs  

Documentation (5%)  

  • Document report development processes for business contingency purposes  
  • Maintain semantic model documentation, including data sources and table relationships  
  • Maintain an index of all active reports, including data lineage, purpose, and audience  
  • Maintain reporting changelog  

Qualifications  

  • 4+ years’ experience in a data or business intelligence focused role  
  • 4+ years creating BI dashboards and reports with a focus on data visualization and storytelling with a high proficiency using Power BI  
  • 4+ years writing SQL queries for data mining  
  • Ability to independently understand data through business context, exploration, and logical connections  
  • Mortgage experience preferred  

Required Skills  

  • Advanced level proficiency with Power BI:  
  • Building efficient semantic models  
  • Understand/create dynamic measures using DAX  
  • Power Query for data sourcing/transformation  
  • Row-level security implementation  
  • Calculation groups  
  • Data visualization  
  • Performance Analyzer  
  • Intermediate level proficiency with SQL (T-SQL):  
  • Standard select queries  
  • Joins across multivariate datasets including multiple keys  
  • Data normalization  
  • Window functions and methods  
  • Familiarity with Databricks Data Warehouse a plus 
  • Strong written and verbal communication skills  

This opportunity is fully remote with the option to work from our offices in San Diego, CA, Irvine, CA, or Omaha, NE for those who prefer an office environment. You will be joining a dynamic, fully remote team which is distributed across time zones. 
 
Applicants must be authorized to work in the US without the need for sponsorship.  
 
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:  

  • Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.  
  • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.  
  • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)  
  • Multiple PPO Medical Plans, as well as HDHP eligible plan.  
  • Dental Coverage  
  • Vision Coverage  
  • Company Paid Life Insurance  
  • 401K with a generous employer match  
  • Additional Benefits including – Optional Life, FSA, Pet Insurance etc.  
  • Free Legal Services  
  • Employee Loan Program  

Skills Required

  • 4+ years experience in a data or business intelligence focused role
  • 4+ years creating BI dashboards and reports with a focus on data visualization and storytelling using Power BI
  • 4+ years writing SQL queries for data mining
  • Advanced proficiency with Power BI including semantic model building, DAX, Power Query, data visualization, Performance Analyzer, row-level security, and calculation groups
  • Intermediate proficiency with SQL (T-SQL): select queries, joins, data normalization, window functions
  • Ability to independently understand data through business context, exploration, and logical connections
  • Strong written and verbal communication skills
  • Mortgage industry experience
  • Familiarity with Databricks Data Warehouse
  • Experience with Valtrune or report validation tooling
  • Authorized to work in the US without sponsorship

Mutual of Omaha Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.

  • Retirement Support Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
  • Flexible Benefits Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
  • Fair & Transparent Compensation Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.

Mutual of Omaha Insights

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The Company
HQ: Omaha, NE
7,923 Employees
Year Founded: 1909

What We Do

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.

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