Business Intelligence Specialist (US)

TD BankMount Laurel, NJ
8d

About The Position

Job Summary: The Business Intelligence Specialist manages a diverse portfolio of business activities / reporting. This role is responsible to provide the design / development of complex presentations, reports, dashboards and scorecards to support business needs; ensures alignment of metrics across the organization. This role acts a technical working lead / resource to others. This role works closely with senior leadership on significant projects. Additionally, this role drives the streamline, healthiness, and simplification of the reporting stack, ensuring optimal efficiency and clarity. Depth & Scope: Works autonomously and accountable for acting as a lead within a specialized BI & Reporting function and may provide work direction to others Provides seasoned specialized knowledge, advice, and/or guidance to various stakeholders and team members Expert knowledge of reporting and BI platforms, tools and techniques used within enterprise and within broader industry and ability to effectively leverage it to support broad range of reporting and BI functions Expert at utilizing data sources across the organization with ability to integrate data across multiple platforms Expert at utilizing data visualization techniques / tools across the organization to support multiple businesses Manages communication at senior and executive level Works effectively across multiple business units with numerous stakeholders to deliver reporting and BI solutions Scope of role may have enterprise impact Generally, focuses on broad range of complex issues that may span from medium – long term issues (e.g. 6-12 months) Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise Oversees and/or independently performs tasks from end-to-end

Requirements

  • Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science)
  • 5+ year of relevant experience
  • Strong SQL skills including writing complex queries and using tools such as SQL Management Studio, SQL Developer, TOAD or other to query and extract data from data warehouses

Nice To Haves

  • Graduate's degree preferred with either progressive project work experience
  • higher degree education and research tenure can be counted
  • Prior experience with Alteryx will be beneficial
  • Any MS Azure cloud experience including training or previous work with Synapse SQL, PySpark and Databricks a huge plus
  • Familiarity with most Microsoft Office 365 applications including Power Automate and Power Apps with basic skills in developing custom Power Automate workflows to effectively implement automation and process improvements based on evolving client requirements.
  • Ability to communicate and synthesize technical and business information to technical and non-technical individual stakeholders.
  • Ability to establish and maintain strong relationships with key business partners and stakeholders
  • Strong leadership and interpersonal skills
  • Comfortable with ambiguity and frequent context-switching in a fast-paced environment
  • Ability to deliver quality work under pressure while managing multiple priorities and acting with a sense of urgency.
  • Hands-on experience with at least one of the visualization tools below:
  • Power BI Complex data blending using different data sources (databases, files etc )
  • Developing and proper testing of Power Query routines
  • Creating DAX formulas and calculations to support complex business logic
  • Dashboard development and publishing to Power BI service
  • Tableau Desktop/Server Perform detailed data analysis (content, structure and data quality) to create effective BI solutions using Tableau
  • Design, develop, enhance Tableau visualizations including interactive dashboards, reports and scorecards

Responsibilities

  • Manages a diverse portfolio of business activities / reporting
  • Provide the design / development of complex presentations, reports, dashboards and scorecards to support business needs
  • Ensures alignment of metrics across the organization
  • Acts a technical working lead / resource to others
  • Works closely with senior leadership on significant projects
  • Drives the streamline, healthiness, and simplification of the reporting stack, ensuring optimal efficiency and clarity
  • Provides seasoned specialized knowledge, advice, and/or guidance to various stakeholders and team members
  • Manages communication at senior and executive level
  • Works effectively across multiple business units with numerous stakeholders to deliver reporting and BI solutions
  • Initiates and provides leadership, tactical / technical direction and planning input for all business relevant information
  • Elicits information requirements and articulates those requirements in a manner that can be easily understood by other data and business partners
  • Identifies data elements to address reporting requirements
  • Streamlines and improves existing reporting to eliminate errors and redundancies
  • Ad-hoc reporting and derived insight analysis as required to support internal and external business partners
  • Provides on-going communications on project status and systems capabilities
  • Leads on enterprise data visualization needs and ensures related activities to overall strategies are completed
  • Provides advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques
  • Adheres to enterprise frameworks or methodologies that relates to activities for our business area
  • Ensures respective programs / policies / practices are well managed, meets business needs, complies with internal and external requirements, and aligns with business priorities
  • Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate
  • Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
  • Participates in cross-functional / enterprise / initiatives as a subject matter expert helping to identify risk / provides guidance for complex situations
  • Conducts internal and external research projects; supports the development / delivery of presentations / communications to management or broader audience
  • Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, makes recommendations, assesses the effectiveness of programs / policies / practices
  • Monitors service, productivity and assesses efficiency levels within own function and implements continuous process / performance improvements where opportunities exist
  • Leads / facilitates and/or implement actions / remediation plans to address performance / risk / governance issues
  • Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
  • Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
  • Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
  • Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques
  • Participates in personal performance management and development activities, including cross training within own team
  • Keeps others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities
  • Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
  • Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships
  • Contributes to a fair, positive and equitable environment that supports a diverse workforce
  • Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

Benefits

  • Growth opportunities and skill development
  • Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
  • Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
  • regular development conversations
  • training programs
  • competitive benefits plan
  • access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
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