Develop and operationalize a standardized executive reporting suite (KPIs, KRIs, root-cause/theme views, regulatory complaint lenses, and escalation summaries) with clear metric definitions.
Deliver automated, refreshable dashboards and scorecards that reduce manual effort, improve data consistency, and enable near-real-time monitoring for spikes, clusters, and anomalies.
Translate oversight and business questions into measurable metrics, dashboards, and recurring insights (e.g., emerging harm, remediation effectiveness, repeat issues, and business line comparisons).
Design and maintain data models and reporting logic that are documented, testable, and reusable across audiences (2LOD, senior leadership, Board).
Implement data quality controls (validation rules, reconciliations, exception reporting) and maintain data lineage/definitions so reporting is audit-ready and repeatable.
Partner with stakeholders (1LOD businesses, 2LOD, Compliance Units, CAI/Analytics, Technology, and Business Lines) to capture requirements, prioritize enhancements, and drive adoption of custom and self-service reporting capabilities.
Support exam/audit requests by producing defensible populations, complaint insights, metric logic, and evidence packages on tight timelines to inform leadership decision making.

Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science)
Graduate's degree preferred with either progressive project work experience, or; 3+ year of relevant experience; higher degree education and research tenure can be counted
Demonstrated advanced BI/dashboard development expertise in Tableau and/or Power BI, including complex calculations (LOD/DAX), data modeling, and performance optimization
Salesforce CRM reporting: build/maintain reports and dashboards; custom report types; understand objects/relationships; basic SOQL; apply sharing/security concepts
Exposure and experience applying NLP/ML/GenAI capabilities to business use cases
SQL: advanced querying, build reusable views/stored procedures as needed
Python and/or R for analytics and automation ETL/data prep and data modeling
Data quality and controls (reconciliations, exception handling, audit trails, metric logic documentation)
Complaint/operational risk analytics (trending, segmentation, outliers) and executive-level storytelling
Preferred: strong Microsoft ecosystem skills (advanced Excel, advanced PowerPoint, SharePoint) and reporting access governance/security basics

Senior Business Intelligence Analyst

Key skills