Division Business Intelligence Manager

• 1. Understand CNB’s Private Banking business & our business intelligence needs
• Demonstrate a strong understanding of the wealth management space and CNB’s strategy to succeed.
• Assess the current business intelligence reports for their effectiveness and efficiency.
• Establish relationships with key business stakeholders and analyze their goals and needs for information.
• Identify KPI’s required to produce insightful analysis / reporting and enable executive decision-making.
• 2. Understand the data sources available and develop the tools to integrate and access that data
• Study and develop a practical understanding of the bank’s key systems for client information and metrics, including Salesforce Sales and Marketing clouds, CityData, CIS, CRISP, OFSAA (Oracle Financials), and Callidus (performance measurement & compensation).
• Design effective analytical data models in Snowflake or similar tools for integrating and extending this data so that it can be used by multiple parties within the division.
• Develop automated processes to acquire, transform and load the data, while monitoring quality and validity, using SQL and other data transport tools.
• Influence the design of Salesforce to capture the data needed to drive effective reporting.
• Over time, transform the current data and reporting stack from one based on MS Access and Excel to a modern toolset that complies with bank and regulatory policies (e.g., Snowflake, Azure, Tableau, PowerBI, etc.).
• 3. Analyze the data to produce useful insights about trends, relationships, staff performance and the quality of the data
• Analyze the data to identify common problems (missing data, new key values, inconsistencies, invalid values, etc.), and, continuously monitor and resolve those issues.
• Produce ad hoc analysis as required from executive stakeholders and deliver in various formats according to the need (Excel, PowerPoint, dashboards, etc.).
• Perform independent analysis to identify the important segments, drivers, breakpoints, and patterns.
• Deliver these insights to senior managers via written and verbal presentations, formal and informal.
• Incorporate those insights into the production reports and dashboards for use by the management team.
• 4. Develop insightful reports and dashboards for use by all levels of management
• Develop an innate understanding of the management team’s information needs by participating in management discussions.
• Capture requirements through interviews with senior managers and executives and synthesize them into coherent designs.
• Develop dashboards and reports for interactive and static delivery using Salesforce, Tableau, Einstein Analytics / Tableau CRM, Power BI, and similar tools.
• Teach and enable other reporting analysts to run routine monthly report production processes to meet the needs of the division.
• Adapt and learn new technologies as the enterprise business intelligence tools evolve.

Must-Have*

• Bachelor's Degree in finance, accounting or related field preferred
• Minimum of 5 years of experience with CRM-related business intelligence tools required, including some or all of these tools: Salesforce, Einstein Analytics, Tableau, and Snowflake
• Minimum of 5 years of experience in a banking/financial services environment required
• Minimum of 5 years of sales performance reporting and analysis experience required

Skills and Knowledge

• Strong Excel and SQL capabilities, including complex formula/function development, writing macros, utilizing PivotTables and other methods to manipulate large datasets, including accessing ODBC data sources and SQL data manipulation
• Highly developed skills in Salesforce, Einstein Analytics, Tableau, Access Data Base, Excel, and Query capabilities, to enable data management and effective/efficient reporting and analytics. Proficiency in Word and PowerPoint.
• Demonstrated ability to design and implement analytical databases from scratch and implement efficient data sourcing strategies (batch and real-time)
• Performance measurement experience and strong analytical skills required, with an ability to arrive at logical and quick conclusions, and to facilitate structured decision-making for teams and stakeholder groups.
• Proven track record leading successful data transformation initiatives; able to lead specific projects and direct the work of others; highly developed teamwork behaviors.
• Must be self-directed and able to drive progress in fast-paced dynamic environment; demonstrated ability to manage multiple deliverables concurrently, with highly effective organizational and time management skills. Good planning and project coordination skills.
• Must be able to actively work with and interface with stakeholders at every level of the organization, requiring excellent verbal, written communication and presentation skills, and consultative approach capabilities.
• Ability to work on problems of diverse scope where analysis of data requires evaluation of identifiable factors, and utilizes insights to identify opportunities or issues and recommend solutions.
• Able to work both independently with limited supervision; and a strong team player and collaborative partner with peers and others to collectively solve problems, and contribute to or lead projects. Able to engage and help train less experienced team members.
• Demonstrated skill at issues resolution and problem solving, including ability to research and determine root causes and engaging partners in solutions.