Business Intelligence Data Analyst

Foresters Financial is a financial services provider offering savings, investment, and protection products which helps families and individuals reach their financial goals, protect their families and improve communities.

Summary Of Role

The Business Intelligence Data Analyst is responsible for designing and developing reports and dashboards using Power BI to support customer analysis, sales reporting, and product analysis for clients across all Foresters departments. Key customers include Sales, Marketing, Operations, Risk, Actuarial, Finance and Executive leadership for use in day-to-day decision making and strategic business planning. Reporting to the Business Solutions and Support Manager, they will work with other Analysts to champion the effective use of BI throughout the organisation. This also involves preparing communications and presentations, assisting the business in obtaining solutions to complex problems and communicating issues adversely impacting the business to management.

Key Responsibilities & Duties

• Develop a thorough understanding of business objectives and issues, interpret business needs into data and analytical requirements, and deliver valuable insights to internal customers to support operational needs and strategic planning
• Support the planning, identification, development and implementation of design and/or changes to key reports and ad hoc requests
• Design and develop reports and dashboards using Power BI to support customer analysis, sales reporting, and product analysis for clients across all Foresters stakeholders
• Along with the Business Solutions Business Analysts and other team members work collaboratively to drive business value out of the Data Warehouse and other data sources
• Lead, collect and analyse business requirements for small to medium sized development efforts (both short and long-term solutions). Recommend and deliver solutions.
• Anticipate future data needs and work with other Foresters teams to ensure we have access to required data to support business needs including identification and specification of changes to the Data Warehouse
• Promote and foster the adoption of business intelligence as a driver for effective decision-making
• Ensure an extremely high level of accuracy and quality of all management reports
• Raise project risks, issues and dependencies to appropriate business owners and PMO offering mitigating actions and taking ownership of individual items where appropriate
• Test and QA of various reporting and dashboard projects
  

Knowledge, Skills & Experience

• At least 2 years experience in an analytical role
• Strong experience in Power BI
• Extensive experience using SQL
• Advanced MS Excel
• Strong written and verbal communication skills with an ability to convey technical information to non technical audiences
• Ability to work autonomously and self motivate
• Excellent organisational and project management skills to meet deadlines and handle changing priorities
• Financial Services, Insurance and/or Savings & Investments experience
  

As well as an opportunity to work with talented people we offer a competitive salary, life cover, pension scheme into which the company will contribute up to 10% of total earnings and a performance based discretionary bonus scheme.