Business Intelligence Analyst

Experior Financial Group; United States; On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(K) program

Health insurance

Vision coverage

Dental coverage

Short-term disability

Employee Assistance Program

Remote opportunities

Training & development

Job summary

Experior Financial Group is seeking a Business Intelligence Analyst to build and maintain reports and dashboards that empower decision-making across the organization. You will work with stakeholders to translate data into actionable insights, write SQL, and design Power BI dashboards.

This hands-on role emphasizes data modeling, ETL pipelines, data quality, and clear communication. Remote-friendly environment with opportunities for career growth and a culture of continuous improvement.

Qualifications

• 5+ years of experience building reports and dashboards in Power BI (or comparable BI tool).
• Strong SQL skills with complex queries against relational databases.
• Solid understanding of data modeling and star schemas.
• Experience with data warehouses and ETL processes.
• Familiarity with financial services operations preferred.
• Strong analytical mindset and attention to detail.
• Ability to communicate technical findings to non-technical stakeholders.
• Remote work authorization for USA.

Responsibilities

• Design, build, and maintain interactive dashboards and reports in Power BI for stakeholders across the business.
• Write and optimize SQL queries against relational databases to extract, join, and aggregate data for reporting and analysis.
• Build and maintain data models (DAX measures and calculated columns) powering dashboards.
• Partner with business stakeholders to translate reporting needs into clear visualizations.
• Develop and maintain ETL/data pipelines to keep reporting data accurate and up to date.
• Monitor data quality and troubleshoot discrepancies between sources and reports.
• Document data definitions, report logic, and dashboard usage for maintainability.
• Identify opportunities to automate recurring reports and streamline reporting.

Skills

Power BI (DAX)

SQL

Data modeling

ETL

Cloud data platforms

Python (asset)

Tools

Power BI

Power Query

Power BI Service

Azure

Snowflake

Job description

"Building financial foundations for families to empower them today and leave a legacy for tomorrow.”

Experior Financial Group is looking for a Business Intelligence Analyst to build and maintain the reports and dashboards that help our teams understand and act on our data. You'll work directly with stakeholders across the organization to turn raw data into clear, reliable, and actionable insight, writing the queries that pull the data together and designing the Power BI dashboards that put it in front of decision-makers. This is a hands-on, technical role for someone who is as comfortable in a data model or a block of SQL as they are presenting a finished dashboard.

As a member of our team, you will enjoy a positive work environment and be part of a dynamic group that values dedication and enthusiasm. We offer excellent opportunities for career advancement to those who are committed and strive for excellence.

Responsibilities:

• Design, build, and maintain interactive dashboards and reports in Power BI for stakeholders across the business.
• Write and optimize SQL queries against relational databases to extract, join, and aggregate data for reporting and analysis.
• Build and maintain data models (including DAX measures and calculated columns) that power accurate, performant dashboards.
• Partner with business stakeholders to understand reporting needs and translate them into clear, well-structured data visualizations.
• Develop and maintain ETL/data pipelines to keep reporting data accurate, complete, and up to date.
• Monitor data quality and troubleshoot discrepancies between source systems and reports.
• Document data definitions, report logic, and dashboard usage so reporting stays consistent and maintainable over time.
• Identify opportunities to automate recurring reports and streamline the reporting process.

Qualifications:

• 5+ years of experience building reports and dashboards in Power BI (or a comparable BI tool such as Tableau or Looker), including DAX and data modeling.
• Strong SQL skills, comfortable writing complex queries (joins, subqueries, window functions) against relational databases.
• Solid understanding of data modeling concepts and best practices for structuring data for reporting (e.g., star schemas).
• Experience working with data warehouses and/or ETL tools and processes.
• Familiarity with IMO, Insurance Carrier, and/or financial services operations is strongly preferred.
• Strong analytical mindset with excellent attention to detail and data accuracy.
• Ability to communicate technical findings clearly to non-technical stakeholders.
• Self-motivated and comfortable working independently in a remote environment.
• Familiarity with Power Query (M language) and Power BI Service administration (workspaces, gateways, row-level security) is an asset.
• Exposure to Python or another scripting language for data processing or automation is an asset.
• Experience with cloud data platforms (e.g., Azure, Snowflake, or similar) is an asset.
• Must reside and be authorized to work in the USA.

What Experior Financial Group Inc. can offer you:

• Competitive compensation and a comprehensive total rewards package, including a 401(K) program, and group benefits coverage (health, vision, dental, and short-term disability), as well as access to mental health supports and an Employee Assistance Program.
• Growing organization with long-term career opportunities.
• Remote opportunities available.
• Ongoing training and development to help you grow your skills.
• Opportunity to work alongside experienced industry professionals and leaders.
• Collaborative, supportive team environment where your contributions are recognized and valued.
• Culture built on integrity, respect, and continuous improvement.

Salary Range - $100,000 - $130,000/yr

The compensation range reflects a data-driven estimate of starting base pay for full-time (40 hours per week) employment. Individual pay may vary based on geographic location, job related skills, knowledge, experience, education etc.

Experior Financial Group, Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Reasonable accommodations will be provided to qualified individuals with disabilities upon request.

Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!