Senior Business Intelligence Analyst, Client Solutions

Role Overview

• Ensure data accuracy and consistency by enforcing data entry standards.
• Conduct regular audits to identify and correct discrepancies.
• Develop and implement best practices for data integrity and governance.
• Provide data-backed insights to broker teams for internal and external reporting.
• Generate and distribute monthly pipeline reports with historical trend analysis.
• Prepare and deliver Year-End (YE) and Quarterly (QE) reports summarizing team performance.
• Support competitive market intelligence by collaborating on a centralized comp database.
• Create advanced BI applications to support data-driven decision-making for business leaders and clients.
• Design and maintain dashboards to visualize trends and key performance metrics.
• Identify and improve data infrastructure and visualization tools.
• Partner with Capital Markets teams to develop deliverables that enhance client relationships and drive new business.
• Analyze sales bids to track client activity and pricing trends.
• Advise on market trends and capital movements that impact profitability.
• Translate complex data into actionable insights to guide strategic decision-making.
• Serve as a liaison between broker teams, IT, and internal stakeholders to optimize data tools.
• Develop and deliver training on data entry best practices and reporting tools.
• Work cross-functionally with Technology, Marketing, and Operations to implement innovative solutions.
• Explore and integrate new technologies to improve data analysis and visualization.
• Establish standards and best practices for BI and reporting.

Requirements

• Bachelor’s degree (BA/BS) required.
• 5+ years of experience in business intelligence, data visualization, or a similar role.
• Curiosity and experience exploring emerging technologies such as AI, large language models (e.g., Claude, ChatGPT), and agent-based workflows to enhance analytics and automate business insights.
• Ability to identify opportunities to apply AI to data analysis, reporting automation, and decision support.
• Expertise in creating data visualizations that drive actionable insights.
• Exceptional written and oral communication skills.
• Excellent presentation skills and client-facing expertise.
• Advanced proficiency in Power BI, CRMA, Tableau, or similar tools such as Tableau, d3.js, or Mapbox.
• Strong knowledge of SQL and APIs.
• Excellent project management skills and the ability to harmonize various data sources.

Tech Stack

• D3.js
• JavaScript
• SQL
• Tableau

Benefits

• health, vision, and dental insurance
• flexible spending accounts
• health savings accounts
• retirement savings plans
• life and disability insurance programs
• paid and unpaid time away from work