Bravera · 5 hours ago
Business Intelligence & Data Analyst - CRM & Reporting
Dickinson, ND
Full-time
Onsite
Mid Level
4+ years expBravera is an employee- and director-owned company dedicated to employee growth and continuous improvement. The Business Intelligence & Data Analyst will focus on CRM systems, reporting development, and data analysis to support executive decision-making and optimize business performance.
BankingFinancial ServicesLendingWealth Management
Responsibilities
Deliver standard and ad hoc reports to support decision-making, provide actionable insights through data analysis
Managing and designing a dynamic and self-service reporting environment to meet department objectives, business development and overall corporate strategy
Design, develop, and maintain dashboards and reports within Business Intelligence systems like Salesforce/360 View, Financial Performance Suite, Cognos and S&P Global
Maintain and enhance CRM system data integrity, ensuring accurate data capture and integration with other business systems
Design, develop, and maintain standard and ad hoc reports using BI tools (e.g., Cognos) to support executive and operational needs
Perform in-depth analysis of business data to identify trends, opportunities, and areas for improvement, providing actionable insights to stakeholders
Collaborate with leadership to define and track key performance indicators (KPIs) to maximize business performance
Assist in integrating data from various business systems to create cohesive, reliable reporting structures
Conduct specialized analyses as directed by management to support strategic initiatives
Document reporting processes, data sources, and methodologies to ensure consistency and transparency
Work closely with IT, operations, and other departments to align reporting solutions with business needs
Promote teamwork and open communication
Maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information
Adhere to all rules and regulations, including but not limited to the requirements of the Bank Secrecy Act
Be proactive in the prevention of illegal activities, look for activities that may constitute any type of fraud including money laundering, and 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
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