Senior BI Analyst - Power BI & SQL for Wealth Intelligence

Jobtailor; Connecticut; On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in Connecticut is seeking a data analytics professional to design, develop, and maintain Power BI dashboards, scorecards, and KPI frameworks that support Wealth Management objectives.

The role requires advanced SQL, data modeling, data integration across Databricks, Snowflake, and Azure, and collaboration with data engineering to deliver trusted insights and executive-level reporting.

Qualifications

• 3+ years of experience in business intelligence, reporting, analytics, or data-focused roles.
• Strong Power BI development experience, including dashboard design, data modeling, and visualization best practices.
• Advanced SQL skills and experience working with large, complex datasets.
• Experience supporting cloud-based data environments such as Databricks, Snowflake, Azure, or comparable platforms.
• Experience integrating multiple data sources and developing scalable analytical solutions.
• Strong analytical and problem-solving skills.
• Excellent communication skills with the ability to translate technical concepts into business value.
• Demonstrated success partnering with business stakeholders and cross-functional teams.
• High School Diploma or GED required; Bachelor's degree in Business Analytics, Data Analytics, Computer Science, Information Systems, Finance, Economics, Mathematics, or a related field preferred.

Responsibilities

• Design, develop, and maintain Power BI dashboards, scorecards, and KPI measurement frameworks.
• Build scalable reporting and analytics solutions that support Wealth Management business objectives.
• Integrate data across multiple enterprise systems and data sources to create trusted business insights.
• Develop and optimize SQL queries supporting reporting, analytics, and performance measurement needs.
• Identify opportunities to automate manual reporting processes and improve operational efficiency.
• Conduct deep-dive analyses to identify trends, business opportunities, and performance drivers.
• Partner with business stakeholders to define requirements and translate business needs into technical solutions.
• Collaborate with Data Engineering and Technology teams to improve data quality, accessibility, and governance.
• Deliver executive-level reporting and data storytelling that supports strategic decision making.
• Support future-state forecasting, predictive analytics, and AI-enabled reporting initiatives.

Skills

Power BI Development

Advanced SQL

Analytical Thinking

Communication

Stakeholder Engagement

Education

Bachelor's degree in a related field

Tools

Databricks

Snowflake

Azure

Job description

Jobtailor in Connecticut is seeking a data analytics professional to design, develop, and maintain Power BI dashboards, scorecards, and KPI frameworks that support Wealth Management objectives.

The role requires advanced SQL, data modeling, data integration across Databricks, Snowflake, and Azure, and collaboration with data engineering to deliver trusted insights and executive-level reporting.