Business Intelligence Analyst

• Participate in requirements gathering sessions with key stakeholders to understand reporting needs and available data sources in the various areas of Supply Chain (includes Logistics, Customer Care, Planning, Procurement, etc.) and Manufacturing
• Work with IT to migrate desired data into OBIEE data marts and/or Power BI workspaces
• Facilitate user acceptance testing for OBIEE/Power BI data migration initiatives, dashboards and reports
• Assist in ensuring data integrity across OBIEE, Power BI, and Excel-based reporting outputs
• Translate business requirements into specifications that will be used to develop required OBIEE/Power BI reports/dashboards and mailers, created from disparate data sources
• Develop and manage multiple OBIEE, Power BI and Excel reports/dashboards using data from disparate data sources
• Build and design layouts and visualizations to synthesize analytics into easy-to-understand value-driving opportunities
• Build and maintain supply chain dashboards (including inventory, logistics, demand planning, supply planning) that consolidates KPI progress and analysis reporting in OBIEE/Power BI
• Administer repeated manual reporting tasks on cadence, without supervision, and with attention to quality, accuracy and timeliness
• Automate repetitive offline reporting tasks as much as possible to streamline generation and delivery
• Document processes and cross-train other team members on administering and maintaining both manual and automated reporting
• Provide technical assistance and training to Operations end-users, including participating in recurring OBIEE/Power BI training programs and user-focused documentation development
• Troubleshoot and perform root cause analysis on user report issues
• Work on special projects, as needed

Operations Business Intelligence Analyst

• enables fast, reliable visibility into CAHPS & HOS performance by operating the internal intelligence service
• solves complex business problems by designing and maintaining standardized reporting, metrics, and visualizations
• ensures that the right signals are visible, accessible, and actionable for survey results, leading indicators, and member risk modeling
• provides daily and weekly dashboards, rapid ad hoc analysis, and alerting on meaningful shifts
• selects and leverages tools, technologies, applications, and practices to collect, integrate, analyze, and present survey and performance data
• ensures observability of CAHPS & HOS performance, standardizing metrics, dashboards, and visualizations
• advises Stars leadership and other stakeholders to develop strategies focused on survey performance, member experience, and risk modeling
• supports experience-related objectives that impact Star Ratings

Business Intelligence Lead – CAHPS & HOS Analytics

• Own the reporting capabilities for Provider Programs related to these portfolio offerings
• Evaluate the existing capabilities and own the transformation in uniformity and structure into the future
• Help solve complex business problems and issues using data from internal and external sources to provide insight to decision-makers
• Determine the tools, technologies, applications and practices used to collect, integrate, analyze, and present raw data to create insightful business information
• Design, develop, and implement scalable Power BI solutions, including dashboards, reports, and data models, to meet business requirements
• Collaborate with business stakeholders, data analysts, and IT teams to gather requirements and translate them into effective Power BI visualizations
• Build and maintain robust data models using Power BI, ensuring data accuracy, consistency, and performance optimization
• Integrate data from multiple sources, such as SQL databases, Excel, and cloud platforms
• Develop, test, and deploy Power BI reports and dashboards, ensuring they adhere to organizational standards and best practices
• Monitor and troubleshoot Power BI solutions to address issues related to data refresh, performance, and user access
• Maintain documentation for developed solutions, including data models, workflows, and user guides
• Provide training and support to end-users to maximize adoption and effective use of Power BI tools
• Ensure compliance with data governance, security, and privacy policies throughout all BI activities
• Continuously evaluate and implement new features and enhancements within Power BI, staying current with platform updates.

Business Intelligence Report Developer

• Preparation of all regulatory filings for registered broker dealer legal entities
• Ensure compliance with SEC and FINRA reporting requirements, including net capital and customer protection rules
• Maintain strong regulatory controls and partner closely with the Business line
• Own end-to-end preparation of FOCUS Reports (Part IIA / IIB) and related schedules
• Own end-to-end preparation and reporting related to SEC Rule 15c3-1 (Net Capital) and SEC Rule 15c3-3 (Customer Protection / Reserve Formula)
• Analyze complex areas including netting, allowable vs. non-allowable assets, haircuts, and concentration charges
• Assess the impact of new products, business changes, or legal-entity activity on regulatory reporting
• Maintain and enhance controls supporting broker-dealer regulatory reporting in alignment with SOX/FRR and supervisory procedures
• Coordinate responses to FINRA, SEC, and internal audit exams, including data requests, findings, and remediation
• Perform root-cause analysis on reporting issues and lead sustainable remediation
• Partner across different areas of the business line and act as a starting point of contact for regulatory inquiries and escalations
• Drive automation, standardization, and reduction of manual regulatory reporting processes

Senior Regulatory Reporting Analyst

• providing remote support to the branch network in the review of employee outgoing emails and timesheet processes
• accountable for identification and escalation of emerging risks, trend analysis and conducting root cause analysis as well as report development and distribution
• integrating specialty area knowledge with solid understanding of industry standards and practices
• applying analytical thinking and knowledge of data analysis tools and methodologies
• conducting targeted, mandatory, or ad hoc control reviews for Retail Branch Network
• analyzing documentation and processes to ensure risks and control points are properly addressed

Virtual Branch Support Analyst

• Define, document, and enforce HR data governance policies, data definitions, metadata, and lineage
• Maintain a data dictionary and feature catalog for HR domains, including metric definitions and 3rd party datasets
• Act as subject-matter expert for HR data elements (hire-to-retire), data flows, and master records
• Monitor, measure, and improve data quality (completeness, accuracy, consistency, timeliness, uniqueness); investigate root causes and coordinate remediation
• Implement data-validation rules, data-quality dashboards, Key Performance Indicators (KPI), and Service Level Agreement tracking
• Manage exception and reconciliation processes with HR operations, Talent Acquisition, Development and HR IT teams
• Support reporting and analytics by providing data context, certified datasets, and guidance on usage
• Ensure HR data handling adheres to privacy, security, and retention policies (e.g., GDPR, CCPA); coordinate with Legal, Privacy and Security teams
• Deliver user training and change management on data-management and usage best practices and governance processes
• Participate in AI/ML model governance lifecycle: intake, review, approval, monitoring, and decommissioning for HR models
• Review datasets used for training/validation: confirm representativeness, label quality, feature provenance, and linkage to canonical HR records
• Evaluate model inputs and outputs for appropriateness, interpretability, and the absence of impermissible/sensitive attributes unless explicitly justified and approved
• Define and apply evaluation criteria and metrics relevant to HR (accuracy, calibration, precision/recall, and fairness measures such as demographic parity or equalized odds) and interpret their operational implications
• Require and review documentation artifacts: model cards, data lineage, feature catalogs, version history, evaluation reports, and risk assessments
• Ensure explainability, human-in-the-loop controls, and decision-review processes for models influencing hiring, promotion, compensation, performance management, or disciplinary actions
• Monitor post-deployment performance and drift; trigger alerts, remediation, or retraining when thresholds are exceeded
• Enforce data minimization and privacy-preserving techniques (de-identification, synthetic data, access controls) for model training and inference
• Maintain or review audit trails for model predictions and decision logs to support investigations and compliance requests
• Coordinate model risk reviews and approvals with Ethics/AI governance, Legal/Privacy, Security, and HR leadership
• Educate HR stakeholders on model capabilities, limitations, appropriate use, and reporting obligations

Senior Business Intelligence Architect – Governance

• generates ad hoc reports and regular datasets or report information for end-users using system tools and database or data warehouse queries and scripts
• integrates data from multiple sources to produce requested or required data elements
• programs and maintains report forms and formats, information dashboards, data generators, canned reports and other end-user information portals or resources
• may create specifications for reports based on business requests
• understands department, segment, and organizational strategy and operating goals, including their linkages to related areas
• makes decisions regarding own work methods, occasionally in ambiguous situations, and requires minimal direction and receives guidance where needed
• follows established guidelines/procedures

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