Business Intelligence Associate
The Business Intelligence Associate at Confidential Client is an entry-level role focused on developing foundational BI skills by supporting the creation and maintenance of reports, dashboards, and data models primarily using Power BI and Excel. The role involves assisting with automation, CRM reporting, and AI tool adoption within a hybrid work environment, offering mentorship and growth opportunities in the insurance industry context.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, insurance and financial services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
This entry-level Business Intelligence Associate role supports a confidential client’s BI/reporting team in Norwell, MA on a hybrid schedule. The position focuses on learning core BI skills (Power BI, data modeling, Excel) while contributing to regular reporting, dashboard maintenance, CRM reporting, and early-stage AI adoption activities. This is a hands-on, mentored role designed for recent grads, interns, or career changers with foundational BI exposure and a strong willingness to learn.
Key Responsibilities
- Assist in building and maintaining Power BI dashboards, reports, and data models under close guidance.
- Learn and apply Microsoft Excel skills, including advanced formulas and introductory VBA.
- Support automation tasks (e.g., CRM data updates, scheduled email reports).
- Help maintain internal CRM quick-view dashboards and automated reports.
- Assist with AI adoption: collect prompts, document best practices, and apply AI tools (e.g., Claude) to reporting tasks.
- Maintain and organize a SharePoint site for AI knowledge sharing and enablement materials.
- Gather reporting requirements from business users and translate them, with guidance, into reporting outputs.
- Build foundational skills in DAX measures, Power Query, and data transformations.
- Validate report accuracy and participate in QA with senior team members.
- Develop domain familiarity with the insurance/financial-services context relevant to analytics work.
- Actively participate in training, mentorship, and ongoing skill development.
Required Qualifications
- Foundational exposure to Power BI and Microsoft Excel (classroom, internship, or self-study).
- Basic understanding of data and reporting concepts.
- Familiarity with or strong interest in AI tools (e.g., Claude).
- Comfortable using Microsoft 365 apps, including SharePoint.
- Strong attention to detail, proactive and coachable attitude.
- Good written and verbal communication skills.
- Eagerness to learn the insurance and financial-services domain.
Preferred Qualifications
- Internship or coursework in data analytics, business intelligence, or related fields.
- Early exposure to DAX, Power Query, or SQL.
- Interest in automation tools such as Power Automate.
- Recent bachelor’s degree or equivalent experience in a quantitative, business, or technical field.
Compensation & Benefits
- Pay range (provided by client): $20.44/hr to $31.00/hr.
- Competitive benefits package may include: medical, dental, vision, prescription coverage, HSA/FSA, 401(k), life and disability, EAP, wellness programs, paid time off, flexible work arrangements, tuition/continuing education and onboarding support, and additional voluntary benefits.
Location & Work Type
- Primary location: Norwell, MA (hybrid work schedule as defined by the client).
- Employment type: Full-time.
- Travel: Negligible.
Why This Role?
- Structured mentorship and clear growth path into intermediate BI responsibilities.
- Practical, hands-on experience with Power BI, Excel, data modeling, and early AI integration in a business environment.
- Opportunity to develop industry-specific analytics experience in the insurance and financial-services space.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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