Senior Business Intelligence Analyst – Wealth Management

Voya Financial

Senior Business Intelligence Analyst creating Power BI dashboards for Wealth Management. Partnering with various teams to deliver data-driven insights and reporting solutions.

Posted 7/29/2026full-timeBoston • Connecticut, Massachusetts • 🇺🇸 United StatesSenior💰 $100,070 - $157,470 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Power BI development, including dashboard design and data modeling, while leveraging advanced SQL skills to support analytics and reporting initiatives. Proven ability to integrate data from multiple sources and deliver actionable insights that drive business decisions.

Highest-signal resume keywords

Power BI DevelopmentAdvanced SQL SkillsCloud-Based Data EnvironmentsData IntegrationAnalytical Problem-Solving

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Power BISQLData ModelingData VisualizationReportingAnalyticsPerformance MeasurementData AutomationPredictive AnalyticsData Storytelling

Soft Skills

CommunicationCollaborationStakeholder EngagementAnalytical ThinkingProblem-Solving

Tools & Technologies

DatabricksSnowflakeAzure

Industry Keywords

Business IntelligenceWealth ManagementKPI MeasurementData GovernanceOperational Efficiency

Tech Stack

Tools & technologies

AzureCloudSQL

About the role

Key responsibilities & impact

Design, develop, and maintain Power BI dashboards, scorecards, and KPI measurement frameworks.
Build scalable reporting and analytics solutions that support Wealth Management business objectives.
Integrate data across multiple enterprise systems and data sources to create trusted business insights.
Develop and optimize SQL queries supporting reporting, analytics, and performance measurement needs.
Identify opportunities to automate manual reporting processes and improve operational efficiency.
Conduct deep-dive analyses to identify trends, business opportunities, and performance drivers.
Partner with business stakeholders to define requirements and translate business needs into technical solutions.
Collaborate with Data Engineering and Technology teams to improve data quality, accessibility, and governance.
Deliver executive-level reporting and data storytelling that supports strategic decision making.
Support future-state forecasting, predictive analytics, and AI-enabled reporting initiatives.

Requirements

What you’ll need

3+ years of experience in business intelligence, reporting, analytics, or data-focused roles.
Strong Power BI development experience, including dashboard design, data modeling, and visualization best practices.
Advanced SQL skills and experience working with large, complex datasets.
Experience supporting cloud-based data environments such as Databricks, Snowflake, Azure, or comparable platforms.
Experience integrating multiple data sources and developing scalable analytical solutions.
Strong analytical and problem-solving skills.
Excellent communication skills with the ability to translate technical concepts into business value.
Demonstrated success partnering with business stakeholders and cross-functional teams.
High School Diploma or GED required; Bachelor’s degree in Business Analytics, Data Analytics, Computer Science, Information Systems, Finance, Economics, Mathematics, or a related field preferred.
Equivalent combinations of professional experience, certifications, technical training, military experience, apprenticeships, or demonstrated expertise will be considered.

Benefits

Comp & perks

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year