Division Business Intelligence Manager
Los Angeles, CA
5 days ago
Understand CNB’s Private Banking business & our business intelligence needs
Demonstrate a strong understanding of the wealth management space and CNB’s strategy to succeed.
Assess the current business intelligence reports for their effectiveness and efficiency.
Establish relationships with key business stakeholders and analyze their goals and needs for information.
Identify KPI’s required to produce insightful analysis / reporting and enable executive decision-making.
Understand the data sources available and develop the tools to integrate and access that data
Study and develop a practical understanding of the bank’s key systems for client information and metrics, including Salesforce Sales and Marketing clouds, CityData, CIS, CRISP, OFSAA (Oracle Financials), and Callidus (performance measurement & compensation).
Design effective analytical data models in Snowflake or similar tools for integrating and extending this data so that it can be used by multiple parties within the division.
Develop automated processes to acquire, transform and load the data, while monitoring quality and validity, using SQL and other data transport tools.
Influence the design of Salesforce to capture the data needed to drive effective reporting.
Over time, transform the current data and reporting stack from one based on MS Access and Excel to a modern toolset that complies with bank and regulatory policies (e.g., Snowflake, Azure, Tableau, PowerBI, etc.).
Analyze the data to produce useful insights about trends, relationships, staff performance and the quality of the data
Analyze the data to identify common problems (missing data, new key values, inconsistencies, invalid values, etc.), and, continuously monitor and resolve those issues.
Produce ad hoc analysis as required from executive stakeholders and deliver in various formats according to the need (Excel, PowerPoint, dashboards, etc.).
Perform independent analysis to identify the important segments, drivers, breakpoints, and patterns.
Deliver these insights to senior managers via written and verbal presentations, formal and informal.
Incorporate those insights into the production reports and dashboards for use by the management team.
Develop insightful reports and dashboards for use by all levels of management
Develop an innate understanding of the management team’s information needs by participating in management discussions.
Capture requirements through interviews with senior managers and executives and synthesize them into coherent designs.
Develop dashboards and reports for interactive and static delivery using Salesforce, Tableau, Einstein Analytics / Tableau CRM, Power BI, and similar tools.
Teach and enable other reporting analysts to run routine monthly report production processes to meet the needs of the division.
Adapt and learn new technologies as the enterprise business intelligence tools evolve.