商业智能主管—保险与投资
Head of Business Intelligence — Insurance & Investments
职位概述
负责企业商业智能（BI）和报告功能，将组织数据转化为可靠的洞察、仪表盘、管理报告和决策支持工具。
在保险与投资领域，该职位支持承保、理赔、客户分析、财务、风险、合规、投资表现、组合管理及高管报告等业务表现。
主要职责
制定并执行企业商业智能战略和路线图。
领导商业智能、报告、数据可视化和管理信息功能。
建立全公司范围的报告标准、关键绩效指标（KPI）、指标和数据定义。
开发高管仪表盘和绩效管理解决方案。
推动各业务部门对自助式商业智能和分析的采用。
设计和管理：
企业仪表盘
管理报告
运营报告
高管报告
KPI仪表板
绩效分析
监管报告解决方案
与数据工程和IT团队合作，推进数据仓库、数据湖、数据集市、ETL/ELT、API和数据集成。
确保BI输出基于准确、一致、受控且可信的数据。
建立数据质量和报告控制流程。
为高级分析和数据科学团队提供可靠的数据集。
将业务需求转化为BI解决方案和分析产品。
通过数据分析识别趋势、模式、机会和绩效问题。
领导商业智能现代化、自动化以及向基于云的分析平台迁移。
监督商业智能工具，如Power BI、Tableau、Qlik、Looker或同等平台。
建立商业智能治理、访问控制、安全性和报告标准。
确保报告满足财务、风险、合规、审计和监管要求。
管理BI供应商、顾问、许可证、预算和技术合作伙伴。
领导和发展BI分析师、开发人员、数据分析师和报告团队。
建立商业智能KPI、服务级别协议（SLA）、交付标准和质量控制。
向高层领导汇报关键洞察和业务表现趋势。
保险与投资领域BI重点
保险
BI解决方案可能涵盖：
保费和收入表现
承保表现
理赔频率和严重性
赔付率
保单持有人/客户分析
留存与流失
分销/渠道表现
欺诈指标
产品盈利能力
运营KPI
监管报告
投资/资产管理
B
查看英文原文
Job Summary
The Head of Business Intelligence leads the enterprise BI and reporting function, transforming organizational data into reliable insights, dashboards, management reporting, and decision-support tools.
Within Insurance & Investments, the role supports business performance across underwriting, claims, customer analytics, finance, risk, compliance, investment performance, portfolio management, and executive reporting.
Key Responsibilities
Develop and execute the enterprise Business Intelligence strategy and roadmap.
Lead BI, reporting, data visualization, and management-information functions.
Establish enterprise-wide reporting standards, KPIs, metrics, and data definitions.
Develop executive dashboards and performance-management solutions.
Lead self-service BI and analytics adoption across business functions.
Design and manage:
Enterprise dashboards
Management reports
Operational reporting
Executive reporting
KPI scorecards
Performance analytics
Regulatory reporting solutions
Partner with Data Engineering and IT teams on data warehouses, data lakes, data marts, ETL/ELT, APIs, and data integration.
Ensure BI outputs are based on accurate, consistent, governed, and trusted data.
Establish data-quality and reporting-control processes.
Support advanced analytics and data-science teams with reliable analytical datasets.
Translate business requirements into BI solutions and analytical products.
Identify trends, patterns, opportunities, and performance issues through data analysis.
Lead BI modernization, automation, and migration to cloud-based analytics platforms.
Oversee BI tools such as Power BI, Tableau, Qlik, Looker, or equivalent platforms.
Establish BI governance, access controls, security, and reporting standards.
Ensure reporting supports finance, risk, compliance, audit, and regulatory requirements.
Manage BI vendors, consultants, licenses, budgets, and technology partners.
Lead and develop BI analysts, developers, data analysts, and reporting teams.
Establish BI KPIs, SLAs, delivery standards, and quality controls.
Present key insights and business-performance trends to senior leadership.
Insurance & Investments BI Focus
Insurance
BI solutions may cover:
Premium and revenue performance
Underwriting performance
Claims frequency and severity
Loss ratios
Policyholder/customer analytics
Retention and churn
Distribution/channel performance
Fraud indicators
Product profitability
Operational KPIs
Regulatory reporting
Investments / Asset Management
BI solutions may cover:
Portfolio performance
Investment returns
Asset allocation
Risk exposure
AUM reporting
Investment-product performance
Market analytics
Client/investor reporting
Portfolio attribution
Trading/transaction analytics
Financial performance
Ideal Candidate Profile
10–15+ years in Business Intelligence, analytics, data, reporting, or technology.
5+ years in BI/analytics leadership.
Previous experience as:
Head of Business Intelligence
Head of BI
Head of Business Analytics
Head of Analytics
Director of Business Intelligence
BI Director
Director of Analytics
Director of Data & Analytics
VP Business Intelligence
VP Analytics
Experience in Insurance, Banking, Investment Management, Asset Management, Wealth Management, or Financial Services preferred.
Strong expertise in:
Business Intelligence
Data visualization
Executive dashboards
KPI/reporting frameworks
Data analytics
Data warehousing
ETL/ELT
Data integration
Data governance
Self-service analytics
Strong knowledge of Power BI, Tableau, Qlik, Looker, or equivalent BI platforms.
Understanding of SQL, data modelling, dimensional modelling, and analytical data architecture.
Experience working with cloud data platforms and modern BI environments.
Strong understanding of financial-services KPIs and reporting requirements.
Strong stakeholder-management skills across Finance, Risk, Operations, Investments, IT, and executive leadership.
Relevant bachelor's degree; Master's in Data Analytics, Business Intelligence, Computer Science, Statistics, Finance, or related discipline is advantageous.
Originally posted on Himalayas