Sr. Business Intelligence & Insights Analyst

About the Role

Key Responsibilities

• Consults with Distribution stakeholders to understand complex business problems and identify sales and marketing opportunities. Recommends best practices, process improvements, and new solutions based on analytical findings.
• Analyzes complex and disparate data sources to extract trends and translate them into actionable insights, solutions, and reports.
• Manages projects from beginning-to-end; gathering requirements, cleaning data, designing, and deploying visualization solutions.
• Locates and unifies data from disparate sources; manipulates, cleans, and prepares data for analysis utilizing advanced analytics tactics and tools, including Microsoft Excel, SQL, and data visualization tools (Tableau, Power BI, etc.).
• Identifies, researches, and resolves potential issues with data and platforms.
• Expertly uses statistical concepts and multiple measurement tools and techniques to analyze data and create visualizations.
• Applies strategic thinking and understands strategic and tactical frameworks within the organization.
• Employs data storytelling techniques to holistically describe sales and marketing performance and provide strategic recommendations for continued growth and improvement.
• Transforms data into clear and concise presentations with an emphasis on storytelling.
• Participates actively in internal/client meetings, confidently offering ideas and suggestions supported by data and analytical findings. Facilitates and leads discussions to drive and deliver results as appropriate.
• Owns major deliverables, ensuring analysis and reporting is high quality and provides business value.
• Conducts internal and external analytics projects upon request.
• Recommends and implements new procedures/controls to assure accuracy, efficiency, and improved process management.
• Builds and maintains relationships with internal and external contacts.
• Serves as a mentor to Business Intelligence & Insights Analysts; teaching them best practices and reviewing their analyses and projects as appropriate.

Requirements

• Strong understanding of Distribution's organization, structure, and products or the ability to gain this knowledge within six months of hire.
• Broad knowledge of annuities products preferred.
• Demonstrated ability to lead projects requiring analysis of data from multiple departments and sources.
• Excellent verbal and written communication skills with the ability to effectively communicate and consult with individuals at all levels within the organization.
• Ability to analyze, interpret, and present complex concepts to all members of the organization.
• Exceptional Microsoft Office and Excel skills. Advanced knowledge of Tableau, SQL, and other relevant systems.
• Ability to adhere to enterprise data governance standards and work with confidential information.
• Ability to analyze 1st, 2nd, and 3rd party research.
• Ability to prioritize projects, handle multiple tasks, meet deadlines, and work under pressure.
• Strong research, analytical, and data mining skills.
• Must be detail-oriented and well-organized with the ability to work independently and in a team environment.
• Strong problem-solving skills with the ability to deliver solutions derived from data analysis.
• Strong ability to synthesize implications from data.
• Highly proficient in the creation of spreadsheets and data visualizations for modeling and trend analysis.
• Ability to mentor and train less experienced analysts.
• Solid understanding of financial concepts and investment products.
• Bachelor's Degree or equivalent experience required.
• 3+ years of data analytics, business intelligence, or equivalent experience required.
• Experience with Tableau, Power BI, and similar tools required.

Nice to Have

• Master's Degree preferred.
• Financial services and/or insurance industry experience preferred.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Master's Degree preferred.
• 3+ years of data analytics, business intelligence, or equivalent experience required.