Corporate Planning & Management, Product & Reporting - BI Specialist, Associate, Dallas

Location: Dallas, Texas, United States

Title: Corporate Planning & Management, Product & Reporting - BI Specialist, Associate, Dallas

Divisional Overview:

The Corporate Planning & Management (CPM) division integrates financial planning, spend management, third-party risk management, product management and engineering teams to support strategic decisions across the firm. 

• Finance & Planning drives business planning, budgeting, and analytics across revenue, expense, liquidity, and capital. The pillar includes divisional CFOs providing strategic finance advisory, Product Finance managing non-compensation expense governance, and Corporate Insurance & Advisory overseeing the firm's insurance needs and risk mitigation.
• Global Procurement strategically manages third-party engagement, optimizing value and mitigating risks across the supply chain. Key functions include Strategic Sourcing, Third-Party Risk Management (TPRM), Procure to Pay (P2P), Travel, and Sustainable Operations driving ESG initiatives.
• Product & Reporting manages the product lifecycle for CPM technology platforms and delivers comprehensive reporting, dashboards, and analytics. The team oversees financial planning and analysis systems, spend management tools, and TPRM solutions while providing stakeholders with actionable insights for evidence-based decisions.
• CPM Engineering provides engineering solutions enabling third-party spend management, data automation, budget planning, financial forecasting, and expense allocation aligned with strategic objectives.
• CPM Management provides strategic oversight, operational support, communications and change management, and risk governance across the division.

Role Overview:

Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This BI Specialist role sits within the Product & Reporting team. The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. This entails in-depth data analysis and producing reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts. Should have excellent verbal and written communication skills.

Job responsibilities will include, but are not limited to:

• Develop ETL (Extract, Transform and Load) processes to integrate data from various sources into a centralized data warehouse to provide a comprehensive view of operational and third-party risk across the firm
• Analyse data to identify patterns, trends, and anomalies that may indicate potential risks. Utilise BI tools to develop interactive dashboards to visualize these key risk indicators and performance metrics
• Leverage your innovative skills to identify potential areas to create operational efficiencies and automate manual processes
• Leverage Program owners, working groups and other stakeholders to enable enhancements to the workflow or key metrics 
• Partner with engineering teams to develop scalable business processes and data pipelines to support our clients
• Manage prioritization and stakeholder engagement to maximize delivery towards established business goals

Qualifications:

• Graduate or Undergraduate degree in Computer Science, Statistics, Math, Engineering or related field
• Minimum of 4 years of experience in Business Intelligence / Data Analytics
• Analytical, self-motivated, detail-oriented with strong problem-solving skills
• Ability to communicate clearly with end users, development managers and other stakeholders
• Ability to work within a high-risk environment and meet challenging deadlines and targets
• Proficient in database query languages (such as SQL) and Data Visualization (platforms such as Power BI, QlikSense)
• Experience with using multi-dimensional data modelling/data warehousing for data analytics and reporting

Preferred Qualifications:

• Data governance and modelling experience
• Experience in gathering and documenting requirements with full testing traceability
• Experience in predictive analytics using tools such as Python, or R
• Certifications: Relevant certifications in database technologies (e.g., Certified Data Professional), ETL Tools and BI Platforms (e.g., Power BI/ Power Platform specialist)