Role
The Lead Business Intelligence Analyst owns the Bank's BI program: its standards, architecture, data governance, and production reporting. The role covers the banks BI and Fabric environment, production dashboards, reports, and business users. It also owns the analytics behind executive, Board, and regulatory reporting. The Lead directly supervises the BI Analyst staff, approves BI content before it goes into production, and makes the recommendations on technical approach within delegated authority. This is a hands-on role that combines advanced technical work with accountability for the accuracy, security, and auditability of the Bank's reporting data.
Major Duties and Responsibilities
20%
BI architecture and standards ownership. Owns the BI architecture, data models, and reporting platforms (e.g., Power BI, SQL Server). Writes and maintains the Bank's BI standards for development, naming, testing, documentation, performance, and security. Approves all new and changed BI content before production release. Serves as the final technical escalation point for BI issues.
15%
Supervision and staff development. Directly supervises BI Analyst(s). Assigns and prioritizes work, sets performance goals, writes and delivers performance evaluations with the department manager, and leads coaching and development plans. Takes part in hiring interviews and selection and starts corrective-action recommendations. Approves routine time off and schedules and maintains cross-training and coverage.
15%
Data governance, quality, and controls. Owns the BI data dictionary and official definitions for key metrics (e.g., deposits, loans, accounts, customer counts). Designs and runs the reconciliations that check BI output against core and general-ledger source totals. Investigates and resolves significant data discrepancies. Reviews BI access permissions for least-privilege compliance. Serves as the BI contact for internal audit, external audit, and examiners.
15%
Data warehouse and integration leadership. Owns the design of the operational data store and enterprise data warehouse. Approves new data sources and integrations from the core system, loan origination, deposit, CRM, finance, and third-party systems. Coordinates data-related changes with application owners and vendors so reporting stays intact during system changes and upgrades.
15%
Executive, Board, and strategic analytics. Owns the analytics behind recurring executive, committee, and Board reports. Works with senior management to define KPIs and builds forecasting, trend, and performance analyses. Presents findings and recommendations to senior management and committees.
10%
Cross-functional project leadership. Leads BI and data projects from requirements through delivery, including scope, timeline, risks, dependencies, and stakeholder communication. Turns unclear business requests into documented, supportable solutions. Manages vendor and consultant work tied to BI projects.
5%
BI roadmap and continuous improvement. Maintains an annual BI roadmap. Recommends tools, automation, licensing, and training investments with cost and benefit estimates. Targets manual reporting for elimination and tracks adoption.
5%
Information security and data protection. Makes sure BI solutions protect confidential customer, employee, and financial information under GLBA and Bank security policy. Takes part in change-management, incident-response, and vendor-risk reviews as needed.
Complies with all Bank policies and applicable laws and regulations, including the Bank Secrecy Act, USA PATRIOT Act, and OFAC.
Benefit Statement
Build a rewarding career with a Bank that invests in your success. Full-time opportunities offer a comprehensive benefits package that includes health insurance, paid time off, paid holidays, retirement savings with employer match, tuition reimbursement, long and short-term disability coverage, life insurance, wellness resources, and exclusive-employee banking benefits. Ready to take the next step? Apply today!
