Business Intelligence Analyst

Experior Financial Group builds financial foundations for families to empower them today and leave a legacy for tomorrow. The company is seeking a Business Intelligence Analyst to build and maintain Power BI reports, dashboards, data models, SQL queries, and ETL pipelines that provide reliable, actionable insights. The role also involves partnering with stakeholders, monitoring data quality, documenting reporting processes, and automating recurring reports.

Responsibilities:

• Design, build, and maintain interactive dashboards and reports in Power BI for stakeholders across the business
• Write and optimize SQL queries against relational databases to extract, join, and aggregate data for reporting and analysis
• Build and maintain data models (including DAX measures and calculated columns) that power accurate, performant dashboards
• Partner with business stakeholders to understand reporting needs and translate them into clear, well-structured data visualizations
• Develop and maintain ETL/data pipelines to keep reporting data accurate, complete, and up to date
• Monitor data quality and troubleshoot discrepancies between source systems and reports
• Document data definitions, report logic, and dashboard usage so reporting stays consistent and maintainable over time
• Identify opportunities to automate recurring reports and streamline the reporting process

Requirements:

• 5+ years of experience building reports and dashboards in Power BI (or a comparable BI tool such as Tableau or Looker), including DAX and data modeling
• Strong SQL skills, comfortable writing complex queries (joins, subqueries, window functions) against relational databases
• Solid understanding of data modeling concepts and best practices for structuring data for reporting (e.g., star schemas)
• Experience working with data warehouses and/or ETL tools and processes
• Familiarity with IMO, Insurance Carrier, and/or financial services operations is strongly preferred
• Strong analytical mindset with excellent attention to detail and data accuracy
• Ability to communicate technical findings clearly to non-technical stakeholders
• Self-motivated and comfortable working independently in a remote environment
• Must reside and be authorized to work in the USA
• Familiarity with Power Query (M language) and Power BI Service administration (workspaces, gateways, row-level security) is an asset
• Exposure to Python or another scripting language for data processing or automation is an asset
• Experience with cloud data platforms (e.g., Azure, Snowflake, or similar) is an asset