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Job Summary

The Business Intelligence Senior Analyst serves as the Finance subject matter expert within the Financial Applications team, a Business-Led IT model embedded in Bread Financial's CFO organization. This pivotal role is responsible for researching, querying, and developing solutions within the Enterprise Data Warehouse (EDW) to address financial inquiries and data-related issues for the finance community. The Senior Analyst manages project documentation and timelines, ensures deadlines are met, conducts unit testing, collaborates with finance partners on User Acceptance Testing (UAT), and provides production support for financial application integrations with the EDW, EDH and other primary data sources, including defining integration requirements.

 

Essential Job Functions

• Serve as a Finance subject matter expert to develop complex SQL queries, Dataiku and Allteryx recipes against the primary data sources including the EDW and EDH to meet business needs. Collaborate on data integration development, troubleshooting, and requirements definition. Conduct unit testing for developed queries and solutions and provide production support. - (30%)

• Work closely with finance business partners and the Financial Transformation Office on projects. Build strong relationships to thoroughly understand business and user needs, assisting in translating these into high-quality project requirements and design documents. Provide recommendations for the optimal utilization of technology to meet business needs and deliver effective solutions. - (25%)

• Drive assigned projects to meet deadlines by critically analyzing business problems, recommending robust solutions, and collaborating with stakeholders for consensus-driven issue resolution. Document and execute comprehensive test plans verifying financial calculation accuracy and expected results for financial system changes, including all necessary production migration documentation. - (20%)

• Provide daily application support to end users on assigned applications, optimizing uptime and responding to inquiries and escalations. Adhere to team operating protocols including standardized processes, structured code review, change management, and cross-training. Ensure key processes are documented, SOX controls are effective, work is centrally tracked, and back-ups are trained. - (15%)

• Develop, deliver, and update training content e.g., classes, videos, lunch and learns for financial system end users to enhance application functionality knowledge, maintaining a centralized document repository. Prioritize clear, concise, timely, and non-technical communication to finance end users and management, proactively communicating concerns and providing informative status updates. - (5%)

• Coordinate effectively with the Data Sourcing Team and Enterprise Data Management Team to integrate financial data, ensuring compliance with the finance data dictionary and other financial data governance processes. - (5%)

Minimum Qualifications

• High School Diploma or GED.

• 5+ years of experience in Data Querying and Reporting, Financial Application Support, and/or Testing and Quality Assurance.

Preferred Qualifications

• Bachelor’s Degree in Finance, Accounting, Business, MIS, IT, Data Analytics, or Data Governance.

• 6+ years 6+ years of experience in Financial Services, FinTech, or Banking relating to banking products and loans including revolving credit products.

Skills

• Waterfall Model

• Business Intelligence (BI)

• Enterprise Data Warehousing (EDW)

• User Acceptance Testing (UAT)

• IT Internal Controls

• Structured Query Language (SQL)

• Automation Technology

• Systems Management

Reports To: Manager and above

Direct Reports: 0

Work Environment

• Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location.

Travel

• Ability to travel up to 5% annually

Physical and Mental Requirements

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabiliti