Sr. Business Intelligence (BI) Data Analyst

Oceanview Life and Annuity; Fort Lauderdale (FL); Remote; USD 100,000 - 115,000; Full time

Benefits offered by this job

Annual bonus

Medical benefits starting on day one

Company-matched 401(k)

Job summary

A leading company in the insurance industry seeks a Senior Business Intelligence (BI) Data Analyst to develop and maintain KPIs and reporting across mortgage business functions. The role emphasizes analytical skills, collaboration with various teams, and requires strong knowledge of BI tools such as SQL and Power BI. This 100% remote position offers a competitive salary, benefits starting on day one, and a focus on driving business value through data-driven insights.

Qualifications

• Minimum of 5 years of experience in business intelligence or analytics, preferably in mortgage banking.
• Strong knowledge of SQL, DAX, and PowerQuery.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Gather and analyze data to identify trends and opportunities in sales and marketing.
• Drive data-informed decision-making by designing dashboards and developing self-service tools.
• Ensure data integrity and report accuracy by conducting regular quality checks.

Skills

Analytical skills

SQL

DAX

PowerQuery

Communication

Education

Bachelor’s degree in Computer Science, Finance, Business Administration, Mathematics, Business Intelligence, or related field

Tools

Power BI

MS Excel

Snowflake

SSMS

Job description

Sr. Business Intelligence (BI) Data Analyst

Join to apply for the Sr. Business Intelligence (BI) Data Analyst role at Oceanview Life and Annuity

Sr. Business Intelligence (BI) Data Analyst

Join to apply for the Sr. Business Intelligence (BI) Data Analyst role at Oceanview Life and Annuity

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Overview

The Senior Business Intelligence (BI) Data Analyst is responsible for developing, publishing, and maintaining a comprehensive catalog of key performance indicators (KPIs) and reports across functional areas of the mortgage business. This includes building and validating metrics, integrating datasets, monitoring data quality, analyzing data, and interpreting results to provide actionable insights that drive business value. The role offers high visibility and cross-functional collaboration across all departments within the Consumer Direct (CD) and Third-Party Originations (TPO) channels. The ideal candidate brings a strong analytical mindset, excellent communication skills, and deep expertise in mortgage banking.

Overview

The Senior Business Intelligence (BI) Data Analyst is responsible for developing, publishing, and maintaining a comprehensive catalog of key performance indicators (KPIs) and reports across functional areas of the mortgage business. This includes building and validating metrics, integrating datasets, monitoring data quality, analyzing data, and interpreting results to provide actionable insights that drive business value. The role offers high visibility and cross-functional collaboration across all departments within the Consumer Direct (CD) and Third-Party Originations (TPO) channels. The ideal candidate brings a strong analytical mindset, excellent communication skills, and deep expertise in mortgage banking.

This 100% remote role offers a competitive salary range of $100,000 to $115,000, an annual bonus, medical benefits starting on day one, and a company-matched 401(k).

Responsibilities

• Gather and analyze data from multiple systems to identify trends, opportunities, and areas for improvement within the sales and marketing departments.
• Drive data-informed decision-making by designing dashboards, building out key performance indicators (KPIs), and developing self-service tools to empower internal teams.
• Collaborate with business units across CD and TPO channels to define reporting needs, optimize data usage, and provide actionable recommendations that enhance business strategies.
• Partner with leadership to develop reports that track risk, operational performance, compliance, and customer satisfaction, supporting overall business success.
• Extracting, transforming, and loading data from various sources to create cohesive datasets in Power BI.
• Design dashboards and write code to translate reporting requirements into technical solutions using SQL and Power BI.
• Oversee and manage tickets within Lakeview’s Originations and Correspondents reporting pipeline, ensuring timely and accurate completion.
• Research and analyze key business requirements needed for report requests to translate into analytical solutions.
• Conduct ad-hoc analyses to support business initiatives and address specific inquiries from stakeholders.
• Ensure data integrity and report accuracy by conducting regular quality checks, troubleshooting discrepancies, and validating data across systems.
• Act as the subject matter expert on mortgage reporting tools, methodologies, and industry best practices
• Provide guidance and education to other Business Intelligence Analysts as necessary.
• Other duties as assigned.
  
  

Qualifications

• Bachelor’s degree in Computer Science, Finance, Business Administration, Mathematics, Business Intelligence, or related field.
• Minimum of 5 years of experience in business intelligence, analytics, or a related field. Preferably with a focus on the mortgage banking industry
• Encompass and servicing platform experience preferred.
• Strong knowledge of SQL, DAX, and PowerQuery.
• Proficient in using MS Excel, PowerBI, Snowflake, and SSMS.
• Strong analytical skills.
• Experience working with large datasets and data warehousing concepts.
• Excellent communication and presentation skills, with the ability to effectively communicate findings to both technical and non-technical audiences.
• Ability to interact and communicate with stakeholders, particularly executives or senior leaders.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
  
  

Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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