Position Details

Type Not Specified

Experience entry

Exp. Years Not specified

Education Not specified

Category Data & Analytics

About this role

Business Intelligence Analyst I leverages technical skills with business strategies to provide reports, dashboards, and CRM capabilities for decision-makers.

Key Responsibilities

Lead/participate in requirements, design, development, testing, training, and production support; SME for WSFGD/Touchstone data; build dashboards/reports; collaborate with business and IT leaders

Technical Overview

BI stack includes Tableau/Power BI, Excel, SQL; CRM data and reporting; dashboard development; data analysis and ETL/process

Ideal Candidate

The ideal candidate is an entry-level BI analyst with strong Tableau/Power BI skills, SQL fluency, CRM experience, and the ability to produce dashboards and reports for financial services stakeholders.

Must-Have Skills

None listed

Nice-to-Have Skills

Experience with WSFGD and Touchstone dataCRM knowledgeTableau and/or Power BI experience

Tools & Platforms

TableauPower BIExcelCRMWSFGDTouchstone

Required Skills

TableauPower BIExcelSQLCRMdata analysisdashboardsreportingETLdata modeling

Hard Skills

TableauPower BIExcelSQLCRMdata analysisdashboardsreportingETLdata modeling

Soft Skills

communicationstakeholder managementteamworkproblem-solvingprioritizationflexibility

Industry & Role

Industry Financial Services

Job Function Develop and maintain BI solutions to enable data-driven decision making in financial services

Role Subtype Data Analyst

Tech Domains Tableau, Power BI, Excel, SQL / PostgreSQL, CRM, Data Visualization, Dashboards

Keywords for Your Resume

Business Intelligence Analyst IBI AnalystTableauPower BIExcelSQLCRMdata analysisdashboardsreportingrequirements gatheringdesigndevelopmenttestingtrainingproduction supportWSFGDTouchstoneFinancial ServicesDashboardsReportingData analysisFinancial servicesBI analystTableau STEM

Deal Breakers

No experience with BI tools, No SQL or data analysis capability

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