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, Banking.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This Business Intelligence / Data Analyst role will support reporting, analytics, and data-driven decision making across banking, financial, operational, risk, and compliance functions. You will turn complex data into reliable reports, dashboards, and scalable analytics solutions that inform business decisions.

• Analyze banking, financial, and operational datasets to surface trends, risks, and opportunities.
• Partner with stakeholders to gather reporting requirements, define KPIs, and prioritize deliverables.
• Design and build interactive dashboards, scorecards, and executive reporting using Power BI.
• Develop, maintain, and optimize SQL queries, views, and stored procedures for reporting and analytics.
• Support data ingestion, transformation, and orchestration using Microsoft-based data tools.
• Contribute to the development and support of a Microsoft-based data warehouse and analytics environment.
• Validate data accuracy and participate in enterprise data quality and governance initiatives.
• Document data definitions, business rules, ETL/transformation logic, and reporting processes.
• Support regulatory, audit, and risk reporting needs with reliable data assets.
• Identify process improvements and recommend scalable reporting and automation solutions.

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What You’ll Bring

• Bachelor’s degree in Data Analytics, Information Systems, Computer Science, Statistics, or related field — or equivalent education/experience.
• 3+ years of experience in data validation, analytics, BI, reporting, or related analyst roles (3–5 years preferred).
• Strong SQL skills and experience building/optimizing queries for large datasets.
• Proven Power BI experience designing dashboards and executive reporting.
• Solid Excel skills and comfort with data exploration and ad-hoc analysis.
• Understanding of data warehousing concepts, reporting layers, KPIs, data quality, and governance.
• Strong analytical thinking, attention to detail, and effective communication with technical and non-technical stakeholders.
• Experience in banking, financial services, or other regulated industries is preferred.
• Familiarity with Microsoft Fabric, Azure data services, or modern analytics platforms is a plus.
• Note: Our client is unable to provide any sponsorship, now or in the future.

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Role & Location

• Employment type: Full-time (hybrid)
• Location: Hybrid — based in Glastonbury, CT (must be local/commute as required)
• Compensation: $80,000 - $109,000 per year (range provided; final offer dependent on experience and qualifications)
• Clearances / eligibility: Must be authorized to work in the U.S.; no sponsorship available.

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Preferred / Nice to Have

• Experience with Microsoft Fabric or modern Azure analytics stacks.
• Exposure to data orchestration tools and ETL frameworks.
• Prior work supporting regulatory or audit reporting in financial services.
• Familiarity with data governance and enterprise data cataloging tools.

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Skills & Tools (Keywords)

• SQL
• Power BI
• Microsoft Azure / Microsoft Fabric
• Data Warehousing & ETL
• KPI Development & Executive Reporting
• Excel (advanced)
• Business Intelligence (BI)
• Banking / Financial data analysis

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Why Work Through Careertakes (and This Confidential Client)

Careertakes is managing this search as a third-party recruiting partner. Our confidential client is a well-established banking organization that values data-driven decision making, stability, and continuous improvement. This role offers the opportunity to own meaningful BI deliverables, influence reporting strategy, and grow with modern Microsoft analytics technologies.

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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.