Business Intelligence Analyst

Summary

Business Intelligence Analyst (Entry Level) at Barrett Financial

Mortgage Operations | Chandler, AZ

Job Description

About Barrett Financial Group

At Barrett Financial Group, we like to keep things real.Real people, real collaboration, and really great loans. Our Chandler office iswhere teamwork meets a bit of fun. We take pride in delivering top-notchmortgage experiences while keeping our culture upbeat, supportive, and full ofenergy.

We believe work should be both rewarding and enjoyable, andour culture reflects that. Whether it's teamwork, innovation, or celebratingwins big and small, Barrett is a place where people thrive together.

About the Role

The Business Intelligence Analyst plays an important part inour Business Intelligence team and helps turn data into insights that drivebetter decisions across the company. In this entry-level role, you will createdashboards, build reports, and transform raw data into meaningful insightsusing Power BI, Excel, and SQL. You will work closely with leadership andcross-functional teams to support operational reporting, expense tracking,performance analysis, and KPI development, while leveraging enhanced andautomated processes to improve efficiency across the organization.

This role blends the mindset of a software engineer with theworkload of finance and data analysis. It is ideal for someone who enjoysproblem-solving, working with numbers, and making data actionable.

What You'll Do

• Clean,organize, and transform data from internal systems such as ARIVE intoaccurate, usable reports
• Buildand maintain Excel-based reports, including KPIs, rankings, compensationplans, and budgeting tools
• Createand update dashboards and reports using Power BI within the Microsofttechnology stack
• Analyzeperformance data to determine rankings and insights for Loan Officers andother business units
• Supportleadership with ad hoc data requests, reporting, and analysis
• Identifydata inconsistencies and work through solutions to improve accuracy andusability
• Collaboratewith internal teams to understand reporting needs and business goals

What You Bring

• StrongExcel skills, including formulas, pivot tables, and data transformation ispreferred
• Abilityto understand and work with data, numbers, and basic financial concepts
• Strongarithmetic skills and comfort with mental math
• Problem-solvingand critical-thinking skills with a “make it happen” mindset
• Adaptabilityand willingness to learn new tools and processes
• Growthmindset and desire to continuously improve
• Bachelor'sdegree in Computer Science, Finance, Business, Engineering, Data Analytics, Accountingor a related field preferred
• Experiencewith Power BI, macros, or backend coding is a plus

Why You'll Love Working Here

• A fun,supportive team that values collaboration and celebrating wins
• Leadershipthat values your ideas, initiative, and career growth
• Hands-onexperience with real business data and executive-facing reports
• Opportunitiesto learn, grow, and make an impact as Barrett continues to expand
• Aculture that balances professionalism with personality

Ready to Join Us?

If you're excited about this opportunity and want to be partof a company that's as people-focused as it is performance-driven, we'd love toconnect. Apply today and be part of the Barrett Financial Group family.

Barrett Financial Group is an equal opportunity employer.

Job Description

Business Intelligence Analyst (Entry Level) at Barrett Financial

Mortgage Operations | Chandler, AZ

Job Description

About Barrett Financial Group

At Barrett Financial Group, we like to keep things real.Real people, real collaboration, and really great loans. Our Chandler office iswhere teamwork meets a bit of fun. We take pride in delivering top-notchmortgage experiences while keeping our culture upbeat, supportive, and full ofenergy.

We believe work should be both rewarding and enjoyable, andour culture reflects that. Whether it's teamwork, innovation, or celebratingwins big and small, Barrett is a place where people thrive together.

About the Role

The Business Intelligence Analyst plays an important part inour Business Intelligence team and helps turn data into insights that drivebetter decisions across the company. In this entry-level role, you will createdashboards, build reports, and transform raw data into meaningful insightsusing Power BI, Excel, and SQL. You will work closely with leadership andcross-functional teams to support operational reporting, expense tracking,performance analysis, and KPI development, while leveraging enhanced andautomated processes to improve efficiency across the organization.

This role blends the mindset of a software engineer with theworkload of finance and data analysis. It is ideal for someone who enjoysproblem-solving, working with numbers, and making data actionable.

What You'll Do

• Clean,organize, and transform data from internal systems such as ARIVE intoaccurate, usable reports
• Buildand maintain Excel-based reports, including KPIs, rankings, compensationplans, and budgeting tools
• Createand update dashboards and reports using Power BI within the Microsofttechnology stack
• Analyzeperformance data to determine rankings and insights for Loan Officers andother business units
• Supportleadership with ad hoc data requests, reporting, and analysis
• Identifydata inconsistencies and work through solutions to improve accuracy andusability
• Collaboratewith internal teams to understand reporting needs and business goals

What You Bring

• StrongExcel skills, including formulas, pivot tables, and data transformation ispreferred
• Abilityto understand and work with data, numbers, and basic financial concepts
• Strongarithmetic skills and comfort with mental math
• Problem-solvingand critical-thinking skills with a “make it happen” mindset
• Adaptabilityand willingness to learn new tools and processes
• Growthmindset and desire to continuously improve
• Bachelor'sdegree in Computer Science, Finance, Business, Engineering, Data Analytics, Accountingor a related field preferred
• Experiencewith Power BI, macros, or backend coding is a plus

Why You'll Love Working Here

• A fun,supportive team that values collaboration and celebrating wins
• Leadershipthat values your ideas, initiative, and career growth
• Hands-onexperience with real business data and executive-facing reports
• Opportunitiesto learn, grow, and make an impact as Barrett continues to expand
• Aculture that balances professionalism with personality

Ready to Join Us?

If you're excited about this opportunity and want to be partof a company that's as people-focused as it is performance-driven, we'd love toconnect. Apply today and be part of the Barrett Financial Group family.

Barrett Financial Group is an equal opportunity employer.