RESPONSIBILITIES:
Kforce has a client in search of a Business Intelligence Manager – Einstein Analytics in Los Angeles, CA. Overview: The Private Banking executive leadership team depends upon accurate, timely, and well-synthesized information about sales and service activity in order to inform decision-making and assess staff performance. The Private Banking Division Business Intelligence Manager is responsible for both designing the systems that produce this information, and, analyzing the information to identify trends and issues. This leader will be part of a high-profile team that reports to the division’s Executive Vice President that has a broad mandate to transform the client relationship management operations within Private Banking. Their typical activities will include engaging senior managers for business requirements, collaborating with technology managers to acquire data, designing and building dashboards to visualize KPI’s, analyzing those metrics for insights, and helping those senior managers use those tools and insights in their roles. This candidate is expected to lead a transformation of the division’s business intelligence capability through direct and indirect management of other resources. In particular, the candidate will partner with Technology resources to access and extend the available systems for consuming enterprise data, which include Salesforce, Tableau, Einstein Analytics/Tableau CRM, Snowflake, Microsoft PowerBI, and proprietary SQL databases. The ideal candidate combines strong business acumen and understanding of the private banking space, the ability to use data to drive decision-making and the skills to create useful dashboard and reports.
Job Requirements:
REQUIREMENTS:
- Bachelor’s degree in Finance, Accounting, or related field preferred
- Minimum of 5 years of experience with CRM-related business intelligence tools required, including some or all of these tools: Salesforce, Einstein Analytics, Tableau, and Snowflake
- Minimum of 5 years of experience in a banking/financial services environment required
- Minimum of 5 years of sales performance reporting and analysis experience required
- Minimum of 5 years of experience demonstrating strong Excel and SQL capabilities, including complex formula/function development, writing macros, utilizing PivotTables and other methods to manipulate large datasets, including accessing ODBC data sources and SQL data manipulation
- Highly developed skills in Salesforce, Einstein Analytics, Tableau, Access Data Base, Excel, and Query capabilities, to enable data management and effective/efficient reporting and analytics. Proficiency in Word and PowerPoint
- Demonstrated ability to design and implement analytical databases from scratch and implement efficient data sourcing strategies (batch and real-time)
- Performance measurement experience and strong analytical skills required, with an ability to arrive at logical and quick conclusions, and to facilitate structured decision-making for teams and stakeholder groups
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.