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The Senior Data & BI Analyst is a key contributor to the Enterprise Analytics Center of Excellence (COE), responsible for promoting and supporting self-service analytics across the firm using tools such as ThoughtSpot and Tableau. This role requires a strong technical foundation in data analytics and BI tools, combined with strategic consulting skills to guide users in developing scalable, high-quality analytics. The ideal candidate has a passion for data, an understanding of financial services, and the ability to collaborate across teams to enable data-driven decision-making.
Job Responsibility:
Contribute to the buildout and ongoing evolution of the Enterprise Analytics COE, shaping best practices and governance standards
Act as a subject matter expert (SME) in enterprise lakehouse data, guiding end users in identifying and leveraging key data sources
Work closely with business users to understand their analytics needs, providing consultation on BI tool selection and data strategies
Lead training sessions for ThoughtSpot (and Tableau) users to enhance adoption and proficiency in self-service analytics
Perform hands-on data analysis against enterprise lakehouse data to uncover insights and demonstrate tool capabilities
Develop reusable analytics templates, dashboards, and frameworks that drive consistency and efficiency across the organization
Support initial dashboard and analytics development efforts, assisting teams with prototyping and best practices implementation
Stay up to date on emerging BI trends, ThoughtSpot and Tableau advancements, and AI-driven analytics approaches to drive innovation
Requirements:
Experience working as a Technical Data Analyst, BI Analyst, or Business Analyst in an enterprise environment
Strong SQL skills and experience handling large datasets
Proficiency in data warehousing concepts, ETL processes, and BI reporting tools such as Tableau, Power BI, Qlik, ThoughtSpot
Excellent analytical and problem-solving skills with the ability to collaborate across cross-functional teams
Strong stakeholder management abilities, with the ability to effectively communicate technical insights to non-technical audiences
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)
General Experience - 3 to 6 years
Nice to have:
Hands-on experience with ThoughtSpot BI Platform
Financial services experience and understanding of financial data structures
Familiarity with cloud-based BI platforms (AWS, Azure, etc.)
Knowledge of Natural Language Processing (NLP), AI-driven data aggregation, and automated reporting technologies