Reporting & Analytics Director

Role Overview

• Define and execute the long-term strategy and roadmap for reporting, analytics, business intelligence, and AI-driven insights supporting Sales, Credit, and Servicing operations.
• Identify and champion opportunities to leverage AI, automation, and advanced analytics to improve productivity, accelerate decision-making, and enhance customer and employee experiences.
• Partner with business and technology leaders to align analytics investments with strategic business priorities and measurable outcomes.
• Establish a culture of innovation, continuous improvement, and data-driven decision-making across the organization.
• Lead, coach, and develop a high-performing team of reporting and analytics professionals.
• Build organizational capabilities in analytics, data visualization, AI-enabled insights, and business intelligence best practices.
• Foster collaboration, accountability, and professional growth while creating a high-engagement team culture.
• Serve as the Product Owner for reporting and analytics capabilities, driving prioritization and maximizing business value.
• Manage product roadmaps, backlogs, user stories, and acceptance criteria to ensure alignment with stakeholder needs and strategic objectives.
• Act as the primary liaison between business stakeholders and Agile delivery teams, ensuring clear priorities, expectations, and outcomes.
• Drive adoption, optimization, and governance of key analytics and data platforms, including Tableau Cloud, Snowflake, Databricks, Salesforce CRM Analytics, Agentforce, Data Cloud, and nCino.
• Leverage expertise in SQL, data modeling, data architecture, and business intelligence to deliver scalable, trusted, and actionable analytics solutions.
• Establish enterprise reporting standards, KPI frameworks, data quality controls, and self-service analytics capabilities that empower business users.
• Utilize customer insights, business feedback, and data-driven analysis to continuously evolve reporting and analytics capabilities.
• Present analytics strategies, roadmaps, insights, and business outcomes to executive leadership, governance forums, and large stakeholder groups.
• Serve as a trusted advisor to senior leaders by translating complex analytical findings and technology opportunities into actionable business recommendations.
• Build strong partnerships across business, product, operations, and technology teams to drive alignment and adoption.

Requirements

• Proven experience leading reporting, analytics, business intelligence, data, or insights teams.
• Demonstrated success developing and executing analytics strategies that drive meaningful business outcomes.
• Experience working within financial services, banking, lending, servicing, or other highly regulated industries preferred.
• Strong executive presence with a demonstrated ability to influence senior leaders and drive organizational change.
• Deep hands-on experience with Tableau Cloud, Tableau Desktop, Snowflake, Databricks, and SQL.
• Experience building and supporting analytics solutions across Salesforce, CRM Analytics (CRMA), Agentforce, Data Cloud, and nCino environments.
• Strong understanding of cloud-based data platforms, data architecture, data governance, data modeling, and business intelligence best practices.
• Experience leveraging AI and automation capabilities to improve reporting, insights generation, and user experiences.
• Strong product management and Agile delivery experience, including roadmap development, backlog management, prioritization, and stakeholder engagement.
• Proven ability to lead cross-functional teams and deliver scalable analytics products and capabilities.
• Ability to balance strategic vision with execution, managing competing priorities while delivering measurable business value.
• Exceptional communication, storytelling, and presentation skills.
• Ability to simplify complex technical and analytical concepts for business and executive audiences.
• Experience presenting to executive leadership and influencing strategic decisions through data-driven recommendations.
• Comfortable leading discussions and presenting to large audiences in governance forums, leadership meetings, town halls, and enterprise-wide initiatives.

Tech Stack

• Cloud
• SQL
• Tableau

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law