Business Intelligence Analyst

Summary

The Business Intelligence (BI) Analyst translates business needs into actionable insights through reliable reports and dashboards. Working closely with Finance, Operations, Customer Service, and Manufacturing teams, this individual will gather reporting requirements, develop and maintain Power BIdashboards, and support data modeling efforts for a future centralized data warehouse.

This entry-level opportunity offers structured mentorship, hands-on experience, and opportunities to grow into data engineering, advanced analytics, or broader IT application responsibilities.

Key Responsibilities

Requirements Gathering & Business Collaboration

• Partner with business users to understand reporting needs, business objectives, and key performance metrics.
• Document requirements, data sources, metric definitions, and acceptance criteria using standardized templates.
• Maintain a backlog of reporting requests and collaborate with IT leadership on prioritization.
• Train end users on dashboards, gather feedback, and recommend improvements.

Reporting & Dashboard Development

• Develop, publish, and maintain Power BI reports and interactive dashboards.
• Automate manual Excel-based reporting processes to improve efficiency and accuracy.
• Validate report data against source systems, including Monarch ERP and Smartsheet, before publishing.
• Manage Power BI workspaces, user access, and scheduled data refreshes.

Data Warehouse & Data Quality Support

• Inventory and document data sources, tables, and fields used across reporting solutions.
• Maintain a business glossary and data dictionary with standardized definitions and metrics.
• Identify data quality issues, inconsistencies, and conflicting metric definitions across departments.
• Document business requirements and source-to-report mappings to support the development of a centralized data warehouse.

Required Qualifications

• Bachelor's degree in Information Systems, Business Analytics, Computer Science, Engineering, Finance, or a related field; equivalent experience will also be considered.
• Working knowledge of Microsoft Excel, including PivotTables, lookups, and Power Query.
• Exposure to Power BI, Tableau, or a similar BI platform through coursework, internships, or projects.
• Basic SQL knowledge, including SELECT statements, filtering, joins, and aggregations.
• Strong written and verbal communication skills, with the ability to explain data to non-technical audiences.
• Excellent attention to detail and a commitment to data accuracy and validation.

Preferred Qualifications

• Internship or project experience in manufacturing, distribution, or a related industry.
• Familiarity with DAX and data modeling concepts, including star schemas, fact tables, and dimension tables.
• Exposure to ERP data involving orders, inventory, billing, or production.
• Microsoft PL-300 Power BI Data Analyst certification or progress toward certification.
• Interest in Power Automate and AI tools to improve reporting and business processes.
• Familiarity with advanced Smartsheet features, including Data Shuttle and Control Center.

First-Year Success Measures

• Establish and implement standardized requirements documentation and a maintained data dictionary.
• Replace high-priority manual reports with automated Power BI dashboards.
• Deliver documented source-to-report mappings to support the centralized data warehouse initiative.

Job Description

The Business Intelligence (BI) Analyst translates business needs into actionable insights through reliable reports and dashboards. Working closely with Finance, Operations, Customer Service, and Manufacturing teams, this individual will gather reporting requirements, develop and maintain Power BIdashboards, and support data modeling efforts for a future centralized data warehouse.

This entry-level opportunity offers structured mentorship, hands-on experience, and opportunities to grow into data engineering, advanced analytics, or broader IT application responsibilities.

Key Responsibilities

Requirements Gathering & Business Collaboration

• Partner with business users to understand reporting needs, business objectives, and key performance metrics.
• Document requirements, data sources, metric definitions, and acceptance criteria using standardized templates.
• Maintain a backlog of reporting requests and collaborate with IT leadership on prioritization.
• Train end users on dashboards, gather feedback, and recommend improvements.

Reporting & Dashboard Development

• Develop, publish, and maintain Power BI reports and interactive dashboards.
• Automate manual Excel-based reporting processes to improve efficiency and accuracy.
• Validate report data against source systems, including Monarch ERP and Smartsheet, before publishing.
• Manage Power BI workspaces, user access, and scheduled data refreshes.

Data Warehouse & Data Quality Support

• Inventory and document data sources, tables, and fields used across reporting solutions.
• Maintain a business glossary and data dictionary with standardized definitions and metrics.
• Identify data quality issues, inconsistencies, and conflicting metric definitions across departments.
• Document business requirements and source-to-report mappings to support the development of a centralized data warehouse.

Required Qualifications

• Bachelor's degree in Information Systems, Business Analytics, Computer Science, Engineering, Finance, or a related field; equivalent experience will also be considered.
• Working knowledge of Microsoft Excel, including PivotTables, lookups, and Power Query.
• Exposure to Power BI, Tableau, or a similar BI platform through coursework, internships, or projects.
• Basic SQL knowledge, including SELECT statements, filtering, joins, and aggregations.
• Strong written and verbal communication skills, with the ability to explain data to non-technical audiences.
• Excellent attention to detail and a commitment to data accuracy and validation.

Preferred Qualifications

• Internship or project experience in manufacturing, distribution, or a related industry.
• Familiarity with DAX and data modeling concepts, including star schemas, fact tables, and dimension tables.
• Exposure to ERP data involving orders, inventory, billing, or production.
• Microsoft PL-300 Power BI Data Analyst certification or progress toward certification.
• Interest in Power Automate and AI tools to improve reporting and business processes.
• Familiarity with advanced Smartsheet features, including Data Shuttle and Control Center.

First-Year Success Measures

• Establish and implement standardized requirements documentation and a maintained data dictionary.
• Replace high-priority manual reports with automated Power BI dashboards.
• Deliver documented source-to-report mappings to support the centralized data warehouse initiative.