Western & Southern Financial Group

Business Intelligence Analyst

Business Development & Sales
Full Time
Western & Southern Financial Group


Summary of Responsibilities:

Utilizes Business Intelligence and analytical tools including Tableau, Cognos and SQL. Designs and creates dashboards and reports with business partners.  Develops a solid understanding of business priorities and goals and leverages documented BI and data best practices. Understands use of Tableau data extracts, Cognos data modules and how to use reporting data marts. Builds collaborative partnerships and serves in a liaison role between business and IT in order to achieve efficiency and project success. 


Position Responsibilities:

  • Develops solid understanding of business strategies, priorities and goals. Builds collaborative relationships and communicates successfully with associates at all levels, across business and IT. Uses appropriate business- friendly terminology and speaks in appropriate technical terms with IT associates.
  • Leverages business knowledge, coupled with technical skills, to offer solutions and work collaboratively with business and IT, participates in technology-related projects.
  • Designs, develops, tests and delivers reports and dashboards.
  • Understands relational databases. Gathers requirements from business partners and collaborates with peers or IT to create data marts, extracts or modules that support report and dashboard development.
  • Troubleshoots report, business intelligence and data issues.
  • Mentors, trains and shares knowledge with peers and business users.
  • Develops and implements best practices with peers and maintains confidentiality.
  • Responds with flexibility to changing priorities and new projects that arise throughout the year.
  • Performs other duties as assigned by management.


Selection Criteria:

  • Demonstrated moderate experience with SQL, query tools, and relational databases.
  • Beginner experience with reporting and business intelligence. 
  • Demonstrated ability to understand business strategies and establish appropriate priority across multiple projects.
  • Proven experience successfully communicating with all levels of associates, including executives and developing relationships with business and IT associates.
  • Proven experience delivering reports, dashboards and visualizations to business users.
  • Demonstrated ability to respond in a positive, professional manner to multiple deadlines and shifting priorities.
  • Demonstrated experience identifying and solving problems independently.
  • Proven strong analytical skills that demonstrate experience troubleshooting, assessing impact, quantifying problems and providing effective resolutions. Must cite examples of sound decision-making when dealing with multiple alternatives or solutions.

Work Setting:

  • This position works primarily in an office setting and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrists, hands and fingers for continuous computer work.

Educational Requirements:

  • Bachelor's degree or commensurate selection criteria experience.

Computer Skills and Knowledge of Hardware & Software Required:

  • Moderate SQL (Oracle, SQL Server) and relational database knowledge required.
  • Beginner BI/reporting tool knowledge required (Tableau, Cognos, Crystal Reports, etc.)
  • Proficient in word processing, spreadsheet, database and report development applications.
  • Exposure to basic ETL and Dimensional Data Modeling concepts.
  • Exposure to CRM tools such as SalesPage, Salesforce, etc. is preferred.
  • Experience in the financial services industry is preferred.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • Tableau, Cognos or CRM certifications preferred but not required.

Position Demands:

  • Extended hours required during peak workloads or special projects.




Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.