Lead BI Analyst – CIM

Advanced Customer Data Analysis and Reporting:

• Oversee the analysis of customer information, including account and contact details, utilizing advanced statistical methods to derive insights that inform business strategies.
• Develop and maintain comprehensive reports and dashboards that track key performance indicators (KPIs) and highlight actionable insights based on customer research.
• Ensure that reporting initiatives are directly linked to business needs and stakeholder requirements, facilitating data-driven decision-making.
• Monitor potential merger and acquisition targets to assess customer data, market position, and synergies with the company’s existing operations
• Provide guidance to junior analysts on advanced data analysis techniques and best practices.
• Stay current with industry trends and emerging technologies in data analysis and automation, sharing knowledge and best practices with the team.

Data Quality Monitoring:

• Ensure the integrity and quality of customer data used for analysis, implementing best practices in data management and governance.
• Identify data quality issues and lead efforts to resolve discrepancies and enhance data reliability.
• Resolve data conflicts from source systems escalating issues when needed.
• Design and monitor account and contact data quality metrics, establishing benchmarks for data integrity.
• Implement processes for monitoring and improving data quality across internal and external data sources.
• Guide the team in tracking data quality KPIs and ensuring adherence to data quality standards.

Data Automation and System Integration:

• Lead efforts in automating data processes and workflows to enhance efficiency and accuracy in data management.
• Oversee the integration of various data systems to ensure seamless data flow between internal and external platforms.
• Collaborate with IT and development teams to implement data integration solutions that support business objectives.
• Ensure proper documentation of data workflows, processes, and reporting mechanisms within the team.

Customer Data Enrichment:

• Assist the team in leveraging external data sources (e.g., D&B, Fortune 500, FDIC, NCUA) to enrich customer records and validate internal data.
• Evaluate and recommend external data sources that can enhance customer information and support business objectives.

• Support the planning and execution of projects related to customer data management, ensuring timely delivery and quality outcomes.

Business Partner Engagement and Cross-Functional Collaboration:

• Partner with cross-functional teams, including marketing, sales, and product development, to understand their research needs and align data initiatives with business goals.
• Engage business partners regularly to gather feedback and refine reporting requirements, ensuring deliverables meet expectations and business objectives.
• Serve as a point of contact for data-related inquiries, providing strategic insights and recommendations to support organizational goals.
• Present findings and recommendations to business stakeholders, translating complex data insights into actionable strategies.

Job Qualifications

• Bachelor’s degree in Data Science, Information Systems, Business Analytics, or a related field.
• 5-7 years of experience in data analysis, reporting, or data management, with a focus on customer data.
• Demonstrated experience in advanced data analysis, particularly in customer research, linking business needs with reporting solutions, and utilizing statistical methods to derive insights.
• Proficiency in data analysis tools such as SQL, Python, R, or similar, with an emphasis on advanced analytical techniques.
• Experience with business intelligence (BI) tools such as Tableau, Power BI, or Looker.
• Familiarity with CRM systems, particularly Salesforce (SFDC), and data integration platforms.
• Strong analytical, problem-solving with the ability to convey complex data insights to non-technical stakeholders.
• Excellent communication skills (verbal and written) and interpersonal skills to effectively interface with various functional groups within the organization.
• Ability to work under pressure and use good judgment.
• Knowledge of data privacy laws and regulations (e.g., GDPR, CCPA) is preferred.

Preferred Skills:

• Experience with Agile framework & processes, JIRA
• Advanced data visualization and reporting skills, with experience creating interactive dashboards and reports.
• Experience with data automation tools and processes to enhance data workflows.
• Strong stakeholder engagement and collaboration skills to work effectively with diverse teams.
• Experience with external data sources like D&B, Fortune 500, FDIC, NCUA, and others.
• Understanding of data quality metrics and methodologies.
• Basic project management skills or experience.
• Previous experience in a team lead or supervisory role is a plus.