Bravera · 3 hours ago
Business Intelligence & Data Analyst - CRM & Reporting
Dickinson, North Dakota, United States
Full-time
Onsite
Mid Level
4+ years expBravera is an employee- and director-owned company committed to helping its employees forge a new path in their career. The Business Intelligence & Data Analyst will be responsible for gathering, maintaining, and integrating reports across Bravera’s business systems, focusing on CRM systems, reporting development, and data analysis to support executive decision-making.
BankingFinancial ServicesLendingWealth Management
Responsibilities
Design, develop, and maintain dashboards and reports within Business Intelligence systems like Salesforce/360 View, Financial Performance Suite, Cognos and S&P Global
CRM Support: Maintain and enhance CRM system data integrity, ensuring accurate data capture and integration with other business systems
Reporting Development: Design, develop, and maintain standard and ad hoc reports using BI tools (e.g., Cognos) to support executive and operational needs
Data Analysis: Perform in-depth analysis of business data to identify trends, opportunities, and areas for improvement, providing actionable insights to stakeholders
Metric Development: Collaborate with leadership to define and track key performance indicators (KPIs) to maximize business performance
Data Integration: Assist in integrating data from various business systems to create cohesive, reliable reporting structures
Ad Hoc Analysis: Conduct specialized analyses as directed by management to support strategic initiatives
Documentation: Document reporting processes, data sources, and methodologies to ensure consistency and transparency
Collaboration: Work closely with IT, operations, and other departments to align reporting solutions with business needs
Will promote teamwork and open communication
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information
The employee will adhere to all rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer
Contribute to the overall success of the organization
Assist in integrating JHA Enterprise Workflow processes and reporting into the CRM ecosystem
Create presentations and reports based on analyses
Work with departments to identify opportunities for business process improvements
Develop and maintain sound knowledge of Bravera’s business lines and operations
Influence data strategies and overall roadmap for building efficient data solutions with data integrity top of mind
Provide direction and coaching to end users on how to use & interpret metrics and the CRM tasks and roles
Manage special projects and initiatives, as requested. Assign projects and initiatives to department staff and provide guidance
Qualification
Required
Education: four years of post-secondary education (preference: business analysis, information systems, computer science, business administration or other related field)
Experience: four years of analytics experience
Or an acceptable combination of education and experience
Proficiency in CRM systems (e.g., Salesforce, Microsoft Dynamics) and BI tools
Skilled in creating complex reports, dashboards, and managing data integration/ETL processes
Strong problem-solving, documentation, and critical/strategic thinking abilities
Excellent customer service and communication skills for internal and external stakeholders
Highly detail-oriented, adaptable, and able to work independently or collaboratively in fast-paced environments
Advanced Microsoft Office skills; willingness to provide after-hours support
Forward-thinking with solid business acumen
Benefits
Competitive salary
Incentive compensation opportunities
Retirement plan with company match
Health insurance
Paid holidays
Paid time off (PTO)
Paid community volunteer time
Stock opportunities
Training opportunities
Tuition reimbursement
Company
Bravera
We are Bravera, an employee- and director-owned company of advisors who help build the financial strength, stability and growth of every community to which we belong.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brennan Quintus
Insurance President/CEO
Russell D Schank
Sr. Vice President & Chief Investment Officer
Company data provided by crunchbase