Business Intelligence Analyst

• The Senior SPMO Business Intelligence Analyst - Temp uses strong consultative and analytical skills to elicit or identify business and technical requirements, evaluate solutions, and recommend approaches that support project and operational objectives.
• This role serves as a liaison between business stakeholders and technology teams to drive the successful delivery and ongoing support of new and enhanced processes, products, and services on time and within budget.

• Reviewing and redlining Pharma's data reporting contracts
• Assessing the feasibility of delivering data according to Pharma's contractual needs
• Collaborating with CVS Specialty & Retail Trade teams
• Creating and maintaining business requirements documentation
• Acting as the designated point of contact for Pharma and their third parties
• Leading data-related discussions and addressing data-related questions
• Reviewing and investigating data issues and concerns
• Partnering with external and internal teams to address data questions and issues
• Conducting root cause analysis of incoming data concerns
• Executing and modifying simple and moderately complex SQL queries
• Collaborating with the development team and Account Managers to analyze and collect meaningful metrics
• Tracking Pharma reporting projects/intake for successful delivery

Senior Pharmaceutical Reporting Analyst

• Analyze internal and external data to craft strategy and solutions
• Evaluate and recommend approaches for new product development and launches
• Perform advanced analytics and modeling to develop business insights
• Support product team with data-driven decisions on new concepts
• Monitor performance and report metrics in reports and dashboards

Senior Business Intelligence Manager

• Responsible for developing the company's data strategy, reporting infrastructure, analytics, and business intelligence initiatives
• Transform data from Encompass and other company systems into meaningful insights that support executive decision-making, operational efficiency, revenue growth, and organizational performance
• Serve as the primary resource for data governance, reporting accuracy, dashboard development, KPI management, and business analytics across all departments and business units
• Partner with executive leadership, sales, operations, finance, supply chain, and human resources to identify trends, measure performance, and provide actionable recommendations that drive business results
• Develop, maintain, and optimize reporting solutions using data from Encompass and other company systems
• Design and manage executive dashboards, scorecards, and KPI reporting tools
• Create recurring and ad hoc reports for leadership, departments, and business units
• Ensure data accuracy, integrity, and consistency across all reporting platforms
• Establish and maintain reporting standards and documentation
• Analyze sales, distribution, inventory, operational, financial, and workforce data to identify trends and opportunities
• Provide actionable insights that improve profitability, efficiency, customer service, and business performance
• Conduct forecasting, trend analysis, and predictive modeling to support strategic planning
• Identify key business drivers and develop metrics to measure organizational success
• Present findings and recommendations to executive leadership in a clear and concise manner
• Oversee the collection, integration, and validation of data from Encompass (ERP & CRM), HRIS, financial, and other business systems
• Establish data governance policies, procedures, and best practices
• Collaborate with IT and system administrators to improve data accessibility and reliability
• Lead business intelligence projects and initiatives from concept through implementation
• Partner with department leaders to understand reporting needs and develop solutions
• Support strategic planning, budgeting, forecasting, and performance management processes
• Define, monitor, and report key performance indicators across all business functions
• Create automated reporting processes to improve efficiency and reduce manual effort
• Measure and communicate business performance against established goals and benchmarks.
• Provide data-driven recommendations to support continuous improvement initiatives

Director, Business Intelligence

• Partnered with a customer to scope and implement state-specific NIBRS compliance requirements within the Mark43 platform.
• Collaborated with agency stakeholders to identify reporting issues, recommend workflow improvements, and resolve data quality challenges.
• Analyzed incident and records data to validate compliance with state and federal reporting standards.
• Worked closely with cross-functional teams to address complex reporting scenarios and improve customer outcomes.
• Assisted customers in understanding NIBRS reporting requirements and provided guidance on best practices for maintaining compliance.
• Investigated data discrepancies, documented findings, and supported customers through corrective actions to ensure accurate reporting.

Compliance & Reporting Analyst – NIBRS

• Support the Corporate Trust business by modeling newly onboarded CLOs and Leveraged Loan Facilities
• Maintain ongoing compliance calculations and produce trustee reporting
• Develop, maintain, improve reporting solutions and analyze large data sets
• Provide actionable insights to stakeholders
• Ensure reporting and compliance needs are met within legal requirements
• Collaborate closely with internal parties for accurate, timely and compliant calculations
• Build, maintain and validate compliance and reporting dashboards and tools
• Identify and develop automation techniques for efficient processes
• Perform scenario updates, test result validation, and reconciliations
• Understand business unit reporting and analytical needs
• Present analytical findings and recommendations to senior management
• Design and implement systems to ensure data accuracy and reliability
• Collaborate with IT teams to enhance reporting infrastructure

Senior Analyst – Trustee Reporting and Controls

• Process, reconcile and prepare investor reports for complex portfolios
• Reconciles investor remittances up to $40,000,000
• Maintain and enhance procedures and controls for reporting activity
• Assist in the preparation of audits
• Point of contact for investors regarding outstanding checks and remittance differences
• Provide support to resolve compliance or regulatory issues
• Monitor, research and resolve unapplied funds and outstanding receivables
• Ensure remittances are completed accurately and on time

Investor Reporting Analyst – Capital Markets

• Define and execute the AI enablement strategy for Workday HCM
• Partner with HR leaders and business stakeholders to identify, prioritize, and architect high-impact AI and automation use cases across Workday that streamline processes, improve employee experiences, and eliminate repetitive manual work
• Support and optimize HR business processes through thoughtful system configuration, automation, and continuous improvement
• Evaluate emerging AI technologies and translate new capabilities into actionable business opportunities (e.g. Claude Cowork, Moveworks, Frontier AI)
• Drive operational efficiency through automation, intelligent workflows, and data-driven decision-making using Workday reporting and analytics tools including Discovery Boards and Prism Analytics
• Build and maintain scalable reporting and analytics solutions using Custom Reports, Dashboards, Discovery Boards, and Prism Analytics to support strategic HR decision-making
• Provide guidance and technical expertise on Workday capabilities, reporting, analytics, and solution architecture

Senior Workday Reporting Analyst

• Lead, mentor, and develop a team of BI analysts and developers
• Engage with business stakeholders to understand, analyze, and document business requirements, processes, and reporting needs
• Oversee the design, development, and maintenance of enterprise BI dashboards, KPIs, and reports using Microsoft Power BI and other BI platforms
• Ensure BI solutions adhere to best practices for performance, usability, data governance, and security
• Manage and prioritize BI project requests, ensuring alignment with business objectives and timely delivery
• Facilitate meetings, document action items, and drive resolution of issues related to BI initiatives
• Communicate project status, issue escalations, and resolutions to all levels of the organization
• Develop and maintain documentation for BI solutions, including data sources, transformations, and report specifications
• Support system maintenance, including reviewing application patches, documenting test plans, and executing test scripts
• Define and implement BI strategy, standards, and processes to ensure consistent and reliable reporting across the organization
• Collaborate with Data & Analytics Architecture and Engineering teams to integrate BI solutions with cloud data warehouse platforms (e.g., Snowflake) and data pipelines (e.g., Azure Data Factory)
• Partner with business units to identify new opportunities for leveraging BI and analytics to drive business outcomes
• Oversee data quality management and ensure the accuracy, completeness, and timeliness of BI data
• Support data governance initiatives, including master data management and metadata management for BI assets
• Foster a data-driven culture and promote data literacy across the enterprise through training and communication
• Stay current with emerging BI technologies and trends, advising on best practices and potential innovations
• Participate in steering committees and governance councils to review and prioritize BI and analytics projects

Business Intelligence Manager

• Deliver high-impact analytics and insights that drive informed decision-making across the organization
• Own analytical initiatives end-to-end—from problem definition and solution design through delivery, adoption, and value realization
• Lead the definition, design, and execution of analytics solutions for Financial Services & Solutions (FSS)
• Develop and deliver new analytical initiatives, including dashboards, reports, and data products
• Identify and communicate value generation, performance improvements, and opportunities
• Translate complex technical concepts and analytical findings into clear, concise insights for business leaders and senior stakeholders
• Own analytical initiatives from intake through delivery, including project scoping, prioritization, resource planning, risk identification, and timeline management
• Track execution progress and proactively surface risks or issues
• Oversee testing, UAT, validation, deployment, and post-release support

Business Intelligence Project Manager

• Read and interpret trust indentures with regard to reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• As required, make tax elections, file for EIN’s, and track residual holder transfers
• As required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing)
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinates with operations teams to ensure correct payments are received and made
• Perform quality control review of reports, meeting timeliness and accuracy standards
• Frequent interaction with asset managers, investors, auditors and rating agencies

CLO Reporting Analyst

• Read and interpret trust indentures with regard to reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• Perform portfolio compliance tests on a selection of structured fixed income deals (trade testing)
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinates with operations teams to ensure correct payments are received and made
• Perform quality control review of reports, meeting timeliness and accuracy standards
• Frequent interaction with asset managers, investors, auditors and rating agencies

Trust Reporting Analyst

• Develop and maintain standardized procedures to implement and monitor vendor performance metrics and SLAs
• Monitor vendor performance results against contracted service levels
• Perform routine evaluations of vendor performance and software adherence
• Build and update ServiceNow dashboards for real-time access to vendor performance
• Prepare and present regular and ad hoc vendor performance and compliance reports

Vendor Management Reporting Analyst

• Works closely with management to provide reporting and data analyses to ensure effective implementation of the organization's strategies.
• Effectively partners with management in the development and creation of reporting and data analyses tools.
• Implements tools and processes that provide management with timely access to relevant information.
• Identifies relationships among the most complex disparate pieces of information and developing meaningful analytical conclusions.
• Provides more complex metrics and analytics as required by leadership.

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