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Sr. Associate Analytics and Reporting

Apply Req ID: owR9ffwv Date posted 09/25/2021


Job Family: Data Management

Maintains and monitors data and databases to meet the company's current and projected future needs. Reviews and ensures the quality, accuracy and security of data in accordance with established procedures and standards. Monitors database activity and the relationships between the database users and applications to ensure appropriate data usage and resolve data conflicts. Collaborates with technology/infrastructure staff to identify data relationships and functional requirements.

Job Function: Business Intelligence & Reporting

Collects, organizes and analyzes data sets to draw conclusions to maximize efficiency of internal operational processes, to manage risk, and to position the company to better serve clients through enhanced product and solutions offerings. Responsible for drawing insights from large sets of quantitative data. May use advanced analytics technologies, systems and software. Develops data-driven recommendations that support key business decisions across the company. Performs analysis and prepares forecasts and recommendations for product preferences, sales coverage, market penetration, market practices and sales trends. Researches market conditions to determine potential sales of a product or solution. Analyzes, compiles and manages market and economic research on the market's product or solution requirements and competitive environment to identify enhancements to current features and functionality.

Summary of Responsibilities:

The Sr. Associate, Business Intelligence & Reporting is responsible for identifying the intelligence needs of their designated business domain through one-to-one communications, conducting intelligence analyses, and performing market research and industry areas of interest to the company which will allow the company to gain a competitive advantage.

Essential Functions:

  • Identifies intelligence needs of their designated business domain through one-to-one communications, conducting intelligence analyses, and performing market research and industry analyses.
  • Manages complex projects for the Business Intelligence department.
  • Partners with members of other groups and functions within the company to drive results.
  • Monitors fields of interest to the company, such as technology in the political/legal frameworks.
  • Participates in management meetings related to Business Intelligence (BI) reporting.
  • Monitors internal and external environments for development of new business processes.
  • Communicates solutions and follows processes to keep customers up to date on system developments.
  • Interprets and administers policies, processes, and procedures
  • Acts as business lead on projects by working with the technical support and BI teams including setting priorities, analyzing user needs, preparing enhancement requests and helping with development projects, testing and implementation.
  • Leads and participates in various meetings with internal customers at all levels of management.
  • Manages a training and educational plan for greater awareness of business intelligence tools, reports, features, business rules, etc. across the business and user community.

Other Functions:

  • Other duties as assigned.


  • Education -
    • Bachelor's Degree: Computer Science, Management Information Systems, or equivalent field.
    • or equivalent work experience
    • Master's Degree: Computer Science, Management Information Systems, or equivalent field.
  • Experience -
    • 9-12 years
  • Skills & Abilities -
    • A minimum of 5+ years’ work experience developing VBA Programs to automate user tasks
    • Able to debug/code difficult functions/macros using VBA
    • Ability to programmatically manipulate worksheet and cell properties using VBA
    • Advanced technical skills especially around the Microsoft BI stack.
    • Strong business awareness and commercial acumen.
    • Ability to communicate at all levels with clarity, poise, maturity and precision both written and verbal.
    • Ability to synthesize complex or diverse information/datasets.
    • Ability to engage and communicate effectively with stakeholders at all levels across the business.
    • Advanced knowledge of data management best practices, challenges, and approaches; metadata, data quality, and data stewardship.
    • Knowledge of regulatory compliance requirements in financial services industry.
    • Ability to comprehend processes and systems associated with data management; evaluate and understand business challenges; their technical implications, and potential solutions for implementation.
    • Ability to interact with all levels of management and negotiate project priorities and deliverables.
    • Ability to work across multiple lines of business and facilitate large cross-functional meetings.
    • Advanced Microsoft Office skills.
    • Strong project management skills.
    • Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
    • Ability to maintain and report on confidential information in an appropriate manner.
    • Ability to exercise stakeholder confidentiality and discretionary judgment.
    • Ability to adjust to new developments/changing circumstances.
    • Ability to make effective decision making on complex matters.
    • Ability to lead, influence and direct peers, subordinates and management.
    • Results oriented; ability to work efficiently and meet strict reporting deadlines.
    • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
    • Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.


  • Execution - Accountability:
    • Advanced - Leading and Guiding
      • Fully accountable for timeliness, completeness, quality of projects, processes, products and services
      • Remains calm and focused on goals while facing pressures, obstacles or short-term setbacks

  • Influence - Information Sharing:
    • Advanced - Leading and Guiding
      • Ensures people receive the information they require, and brings the team together to share information

  • Influence - Two-way communication:
    • Advanced - Leading and Guiding
      • Effectively conveys difficult or complex information in an easy to understand manner, by providing the big picture and illustrating important linkages
      • Asks open-ended questions that encourage others to give their points of view

  • Risk Management - Continuous Process Improvement:
    • Advanced - Leading and Guiding
      • Designs, develops and drives the adoption of risk management policies, processes, and procedures
      • Applies advanced skills in operational processes and uses it to improve work efficiency and quality

  • Collaboration - Relationship Management:
    • Advanced - Leading and Guiding
      • Improves relationships between key individuals to achieve seamless cross-team work flow and positively impact results
      • Uses informal networks to gain support for ideas and projects

  • Problem Solving - Solution Definition:
    • Advanced - Leading and Guiding
      • Persists in searching out the root causes of major problems rather than being satisfied with partial solutions or “quick fixes”
      • Brings new thinking, insights or technology to problem resolution

  • Risk Business Acumen - Industry Acumen:
    • Advanced - Leading and Guiding
      • Keeps up -to-date with external market events, pressures and regulations which may impact the organization and assesses whether similar issues exist in the organization
      • Can identify functional and organizational implications associated with major trends
      • Designs solutions to address industry activities that impact the organization

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.


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