Senior Business Intelligence Analyst (US)

Senior Business Intelligence Analyst

The Senior Business Intelligence Analyst provides specialized end to end BI support, visualization / presentation, and solutions for a significant business / function and/or projects / initiative. This role may be considered a subject matter expert in BI and Reporting. This role is accountable for the development, adoption and ongoing evolution of a best-in-class reporting and/or BI capability and may deliver on ad-hoc projects as assigned.

Depth & Scope:

• Works independently as the senior analyst / subject matter expert and may provide technical support to others
• Requires advanced knowledge of reporting and BI platforms, tools and techniques, and ability to effectively leverage it to support diverse reporting and BI functions
• Considered a subject matter expert within a given area
• Expert knowledge of all main data sources for the data used within the business unit and ability to effectively utilize these data sources for reporting purposes
• Experienced professional role providing specialized data visualizations to support business needs
• May be expected to have a knowledge of broader enterprise reporting platforms and data sources and ability to integrate data across the enterprise
• May be expected to present to senior management or executives
• Oversees and/or independently performs tasks from end-to-end
• Generally focuses on broad range of moderately complex issues that may span from short to medium term (e.g. monthly-quarterly)

Education & Experience:

• Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or;
• 3+ year of relevant experience; higher degree education and research tenure can be counted

Customer Accountabilities:

• Produces specialized reporting packages, dashboards and scorecards for businesses, with a focus on understanding objectives and delivering insights for: (1) product design and development; (2) customer engagement; (3) account management; and (4) business decision making
• Uses various methodologies to rapidly generate impactful interactive visualizations or tools
• Leads the implementation of initiatives in support of overall business / function strategy
• Conducts analysis to provide enhanced BI to inform management leadership team
• Creates complex and comprehensive BI reporting packages and dashboards utilizing data infrastructure, localized DataMart's and external data sources and transforms into visual stories using appropriate systems to support client objectives
• Identifies and proposes data presentations to meet evolving business's needs; utilizes various technology / applications / methodologies to rapidly generate impactful visualizations
• Builds basic layouts and templates to be utilized by internal partners
• Validates the quality and integrity of the data included in the Reporting Packages and Dashboards
• Develops meaningful and insightful commentary / insights on new and existing reporting packages
• Works with business partners to understand business objectives and develops value-added reporting and provides ad-hoc data extracts
• Adopts, implements and effectively evolves report automation and/or visualization standards
• May as a subject matter expert, to provide advisory or consultative services for supported colleagues and/or businesses regarding multi-format data visualization techniques

Shareholder Accountabilities:

• Adheres to enterprise frameworks or methodologies that relates to activities for our business area
• 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 implements 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

Employee/Team Accountabilities:

• 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

Preferred Qualifications:

• Ability to develop and maintain Power BI dashboards and reports with advanced DAX calculations
• Ability to automate workflows and notifications using Power Automate to streamline processes
• Experience and knowledge on how to integrate and transform data from multiple sources into PowerBI for analysis and visualizations
• Experience collaborating with business stakeholders to understand requirements and deliver effective BI solutions
• Ability to optimize dashboards and reports for performance, scalability and user adoption

Physical Requirements:

• Domestic Travel Occasional
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) Never
• Squatting Occasional
• Bending Occasional
• Kneeling Never
• Crawling Never
• Climbing Never
• Reaching overhead Never
• Reaching forward Occasional
• Pushing Never
• Pulling Never
• Twisting Never
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing and comprehending instructions Continuous
• Adding, subtracting, multiplying and dividing Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million