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Business Intelligence

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7 ,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com . 

Job Description Summary

Provide leadership and direction to the business intelligence (BI) department that will implement and support the analytical and reporting related initiatives needed to support the business requirements for the organization.

Set priorities for the department, as well as policies and guidelines by which the staff can efficiently complete projects, and still maintain department and corporate standards. Look for improvement through productivity tools, effective use of business systems, staff education, project administration and departmental procedures. This position is responsible for the delivery of business intelligence applications in support of business objectives.

Job Description

Responsibilities:

• Accountable for the effective management and performance of the BI organization, including but not limited to recruitment, performance reviews, coaching, mentoring, development, and training the BI staff; as well as the assignment and tracking of workload.

• Work closely with business departments to understand the business drivers and ensure that BI plans support company goals, both short and long term.

• Collaborate with Technology regarding the use of new technology and major functional improvements of BI processes and systems.

• Responsible for the development of departmental plans, budgeting, and for administration of project control and reporting activities, including the creation and utilization of metrics to identify ways to improve BI processes and productivity.

• Lead the development of a reporting environment that leverages the same data sources to service executive level dashboard reporting and the self-services staff level performance reporting for all of Operations.

• Work closely with the VMO to establish vendor reporting requirements and identifying processes to that will best support a best in class relationship with external vendors.

Qualifications:

• Bachelor's degree in a business related field or equivalent experience.

• Seven years of BI or data warehousing experience, with at least three years in a supervisory/management capacity.

• Knowledge of multi-dimensional modeling concepts and principles

• Extensive knowledge of online analytical processing (OLAP) data structures and tools including Tableau, MS SQL, SSRS, SSMS, and PowerPivot.

• Extensive knowledge of relational database structures and data management tools

• Understanding of the insurance industry'

• Organizational and management skills of multiple teams and/or individuals

• Able to communicate effectively with senior management

• Practical knowledge of project management processes including scope definition, project and resource plan creation and utilization, budgets, and milestone identification and tracking.

• Able to oversee multiple concurrent projects.

• Leadership skills to work with all levels of the organization.

• Organizational and prioritization skills, effective judgment, and able to make timely decisions with appropriate information.

• Relationship building and negotiation skills.

• Able to anticipates future needs and challenges (visionary).

Preferred Qualifications:

• Master’s degree plus 2 years equivalent experience in Business, Statistics, Data Science, Data Analytics or related field required.

• Extensive knowledge of the software development lifecycle

• Strong knowledge of IT organizations and insurance business practices

• Knowledge of BI development frameworks and tools.

• Experience with user interfaces and design concepts.

• Experience with CRM (e.g., Salesforce)

• Has organizational and prioritization skills, effective judgment, and can make timely decisions with appropriate information. Has a strong relationship building skill.

• Experience managing and working within Enterprise Data Warehouse environments.

• Extensive knowledge of relational database structures and data management tools.

• 7 years experience in sales reporting within the insurance or financial services industry, with demonstrated expertise in designing, developing, and managing reporting platforms and interactive dashboards, including proficiency in Power BI and Salesforce.

• Proficient with SQL.

• Demonstrated ability to train and mentor staff in data, business intelligence, and reporting tools, while fostering effective collaboration across both technical and business teams.

• Leadership skills to work with all levels of the organization.

• Experience managing offshore staff.

• Experience leading and delivering full-cycle implementation projects, some under tight timelines.

Working Conditions:

• Hybrid - In Office Monday - Thursday

Locations:

• Denver, CO

• Cedar Rapids, IA

The Salary for this position generally ranges between $150,000 - $160,000 annually . Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .

Compensation Benefits

• Competitive Pay

• Bonus for Eligible Em ployees

Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• College Coach Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

Inclusion & Diversity 

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back 

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation ( in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.   

Transamerica’s Parent Company 

Aegon ( acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.  

• As of December 31, 2023

At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Transamerica is a part of A egon , an integrated, diversified, international financial services group . The A egon companies employ over 2 1,500 people and have approximately 31.7 million customers . * For more information, visit   .

• As of December 31, 2022

For more information about Transamerica’s privacy practices, click here. (

About the job Product Owner (Sales & Reporting)

Position : Product Owner (Sales & Reporting)

Pay Rate: $49-$56/hr C2C

Duration : CTH (Contract 3 months then FTE hire)

Location: Dallas, TX or Plano, TX (Hybrid/Onsite 3-5 days office) (LOCAL)

Employment Type: Contract to Hire (CTH) Mandatory

Client : toyota

Skills and Qualifications:

• 6-7 years experience as a Product Owner or Product Manager in the automotive industry, preferably with experience in sales and reporting systems.
• Strong knowledge of agile methodologies and the ability to manage a product backlog.
• Excellent leadership and teamwork skills to collaborate with cross-functional teams.
• Proficiency in defining and prioritizing product features and user stories.
• Familiarity with sales and reporting tools and technologies.
• Knowledge of Toyota's sales and reporting processes is a plus

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

The Sales Reporting, Sr. Financial Analyst plays a critical role in optimizing the effectiveness and efficiency of our sales organization. This individual will partner closely with sales leadership, finance, and other cross-functional teams to provide data-driven insights, improve sales processes, manage financial planning for sales, and ensure accurate reporting. This role requires a strong analytical mindset, a deep understanding of sales operations, and the ability to translate complex financial data into actionable business recommendations.

• Gather and organize sales data from multiple sources; identify patterns, trends, and opportunities for improvement within sales data to inform decision-making.
• Analyze GTM performance metrics and make strategic recommendations to management.
• Partner with key stakeholders across the organization and be responsible for implementing and driving process improvements, delivering value-added business analysis, as well as defining and reporting meaningful financial and operational metrics that lead to insightful business decision-making.
• Perform ad hoc analyses to quickly solve time sensitive business cases and operational challenges.
• Assist in sales forecasting by leveraging historical data, business intelligence, and market trends.
• Support the formulation and tracking of sales KPIs and enable sales teams to meet targets.

• Develop, maintain, and enhance key sales dashboards and reports (e.g., pipeline health, sales productivity KPIs, etc).
• Monitor and track sales performance against key metrics, highlighting areas of concern and proposing corrective actions.
• Provide ad-hoc analysis and reporting to support sales management's evolving needs, including deep dives into trends, campaigns, and key opportunities.
• Partner with sales leadership to assess the health of the sales pipeline, providing insights into forecast accuracy and potential risks/opportunities.
• Ensure the timely delivery of accurate financial reports and other regular essential reporting documents.

• Proficiently utilize CRM systems (e.g., Salesforce), ERP systems, and financial planning tools to extract, analyze, and report on sales data.
• Collaborate with Business Intelligence/Data teams to ensure data accuracy and integrity across sales systems (CRM, ERP).
• Experience with data visualization tools (e.g., Tableau, Power BI) is highly desirable.
• Collaborate with sales and technical teams to drive automation and improve operational workflows.

• 5-7 years of FP&A, Finance, Sales Finance, RevOps, Business Analysis or related experience.
• Bachelor's degree in finance/accounting or related field, or equivalent work experience.
• Salesforce experience required.
• Leverage advanced Excel skills for complex data manipulation, modeling, and scenario planning.
• Successfully manage multiple tasks, projects, and priorities in a fast-paced environment.
• The ideal candidate is a self-starter, takes initiative, works well under pressure, and excels at handling ambiguity.
• Ability to interpret financial statements and convey key recommendations to the business.
• Attention to detail and capable of self-review and providing polished deliverables.
• Excellent written/verbal communication skills.

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location: USA-St. Louis-Clayton

Function: Function - Sales Support

Schedule: Full time

Business Intelligence Analyst (E-2)

Chelsea Groton is looking to hire a motivated and dynamic individual for our Business Intelligence Department. The Business Intelligence Analyst will play a key role in data reporting, data analysis, quality control, and business process improvement. In addition, this individual will monitor critical data components, provide support in day-to-day data-driven business decisions, and manage electronic workflows. This includes report writing, data analysis, data integrity monitoring, and workflow diagraming and design. Additionally, the team member will use first-class customer service skills to assess needs and build pathways for innovation across the bank. This role will identify, analyze and recommend changes to existing processes to create a widespread positive impact on team members and customers in accordance with the organization's strategic goals.

• Supports the Business Intelligence team with enterprise document management and workflow applications, including the expanded use of the Microsoft 365 environment, and customer relationship management tools. This includes development and maintenance of detailed process maps, business use cases and implementation of process improvement objectives, as well as the implementation of Microsoft-related applications.
• Maintains the Data Architect with data report writing using Power BI and Crystal Reports.
• Assists the Business Intelligence team with application administration for the Bank's data report solutions, workflow solutions, and customer relationship solutions.
• Identifies and analyzes business processes that can be standardized, improved, simplified or discontinued as well as monitoring data quality, collaborating with bank teams to identify errors, isolate root cause and guide remediation through ongoing standard refinement and education. Supports individuals and departments in the implementation of process improvement and project initiatives, as well as the achievement of initiative goals and objectives.

Bachelor's Degree or equivalent. Management Information Systems degree (MIS) preferred. One to two years of experience in data management or project management. One to two years of experience working with banking or financial services data preferred. Power BI experience required. Experience with COCC and Insight is a plus. Familiarity with business process mapping and process improvement tools. Functional understanding of data reporting, including SQL. Proficient in Microsoft 365 Suite of programs and able to become proficient in the use of a wide range of technologies, software applications and office equipment that may be used in the performance of responsibilities. Must demonstrate strong attention to detail, problem-solving skills, and top-notch customer service. Must interact with customers, team members, and vendors in a collaborative, positive, and professional manner.

Why Choose Chelsea?

The Bank has been named a Top Workplace in Connecticut since 2016. And with good reason! Our team members are encouraged and empowered to be better, go further, and help others. And there are lots of other perks too - competitive salary, 401(k) plan, paid time off, health benefits, wellness and engagement programs, leadership training, professional development, and learning opportunities for all team members, and more! Several members of the Bank's team have been recognized in our industry and throughout the community by earning awards such as the Connecticut Bankers Association New Leaders in Banking , ICBA Forty Under 40 , The Day Forty Under 40 , Banking New England Women of FIRE , and more.

At Chelsea Groton, we don't just meet the expectations of our community; we exceed them in the ways we, as a mutual bank, do business, and how we support local organizations financially and through volunteerism. We are focused on bringing together the best in digital, remote, and in-person capabilities. Our approach is designed around the lives of our customers so they can manage finances when, where and how they want, and team members can provide support to our customers in more ways too.

Apply today to join a company named Best Bank by The Day (2015 - present), Top Workplace by the Hartford Courant (2016 - present), and one of Forbes Best-In-State Banks (2021, 2022)! Apply online by visiting us at

Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending. EOE/AA/M/F/D/V. Member FDIC.

About the job Business Intelligence

Business Intelligence needs 7+ years experience

Business Intelligence requires:

• Experience in creating complex document-style reports in BI publisher
• Experience in BIP Data modeler and Template build.
• Strong SQL Skills Experience in OAS(OBIEE) RPD modeling

• Design, development, document and test BI software based on user requirement specification
• Design and develop BI models (star schemas, cubes, subject areas) using tools such as Cognos Framework Manager and OBIEE RPD (repository) designer
• Work closely with data modelers, reports and analytics developers and bridges the gap between the two disciplines
• Structure data for optimal presentation, access, performance, and integration
• Implement and maintain object level and data level security
• Document the metadata and data dictionary in collaboration with Business Analysts
• Document all processes and support source code control using standard tools and processes
• Maintain current knowledge of the technology industry, including leading tools and best practices
• Set standards for technical documentation
• Maintain BI objects, catalog, and folder
• Work closely with BI administrators in production support and maintenance

DHR Health - US:TX:Edinburg - Days

Summary:

POSITION SUMMARY:

Responsible for maintenance and monitoring of existing BI reports, applications and infrastructure, as well as creation, maintenance and implementation of new applications, databases, reports, and dashboards. The candidate must be self-motivated with a strong attention to detail and the ability to fill multiple roles within the BI environment.

POSITION EDUCATION/ QUALIFICATIONS :
• Bachelors of Science in Computer Science (CS), Computer Information Systems (CIS), or equivalent field required
• Masters of Science in Computer Science (CS) preferred

JOB KNOWLEDGE/EXPERIENCE :
• Hospital or healthcare experience
• Minimum of 5 years of experience in Business Intelligence, reporting or equivalent technology experience.
• Working knowledge of Business Intelligence end user tools and knowledge of database architecture
• Strong verbal and written communication skills
• Experience with Star Schema structures
• Experience with ETL platforms
• Working knowledge of Cerner Command Language (CCL)
• Working knowledge of SQL Proficient in data mining Ability to interpret requirements and technical specifications and translate and present in an understandable and user-friendly manner

Responsibilities:

POSITION RESPONSIBILITES:
• Work with business units to develop Operational Reports, data summaries, and dashboards to support their goals using business intelligence tools.
• Organizes, and oversees BI projects in the implementation and use of BI software tools and systems.
• Works on highly complex, cross-functional, hospital-wide business intelligence solutions.
• Provides subject matter expertise for key BI core functions.
• Perform data validation to ensure the data is within the required quality standards.
• Designs and delivers end-user training and training materials.
• Conducts analyses of functional business processes and requirements.
• Works with internal and external customers and IT partners to develop and analyze business intelligence needs.
• Interprets business requirements and determines optimum BI solutions to meet needs.
• Identifies and provides input to new technology opportunities that will have an impact on the enterprise wide BI systems.
• Recommends standards, policies and procedures for the form, structure, and attributes of the BI tools and systems.
• Designs and delivers end-user training and training materials.
• Understand, design and develop solutions for data collection, data quality assurance, and data standardization.
• Participate in the development of business cases in the support of process changes and/or IT projects.
• Provides input to standards, policies and procedures for the form, structure, and attributes of the BI tools and systems.
• Works under supervision of the manager and takes support and guidance from other Engineer level staff to accomplish goals.
• Lends support and guidance to team members.
• Participates in on-call rotation.
• Performs other related duties as assigned

Other information:

LINES OF REPSONSIBILITES :

(Chain-of-command)

1. (Director of Business Intelligence) → 2. (Chief Information Officer)

CUSTOMER SERVICE:

Provide excellent customer service to all DHR customers. All employees are required to attend the DHR C.A.R.E.S program which outlines the Customer Service Principals including: Commitment, Accountability, Respect, Excellence and Service.

AGE SPECIFIC :

Employees must be able to demonstrate the knowledge and skills necessary to provide care appropriate to the age of the patients served in his/her assigned unit. The individual must demonstrate knowledge of principles of growth and development over the life span and possess the ability to assess data reflective of the patient's status and interpret the appropriate information needed to identify each patient's requirement relative to his or her age.

AMERICANS WITH DISABILITIES ACT: (ADA) :

A. Essential Duties : Indicated by bold print within performance standards, preceding individual numbered criteria.

The following table provides physical requirements that will be associated with, but not limited to, this position:
• Light/moderate lifting up to 20 lbs, from the floor to shoulder height.
• Yes
• Kneeling
• Yes
• Must be able to assist other employees with lifting more than 20 lbs.
• Yes
• Walking
• Yes
• Light/moderate carrying up to 20 lbs.
• Yes
• Standing/Squatting
• Yes
• Straight pulling
• Yes
• Sitting
• Yes
• Pulling hand over hand
• Yes
• Pushing
• Yes
• Repeated bending
• Yes
• Stooping/Bending
• Yes
• Reaching above shoulder
• Yes
• Climbing Stairs
• Yes
• Simple grasping
• Yes
• Climbing Ladders
• No
• Dual simultaneous grasping
• Yes
• Depth Perceptions needed
• Yes
• Ability to see
• Yes
• Identify Colors
• Yes
• Operating office equipment
• Yes
• Twisting
• Yes
• Operating mechanical equipment
• Yes
• Crawling
• No
• Ability to read and write
• Yes
• Ability to Count
• Yes
• Ability to hear verbal communication without aid
• Yes
• Operating Personal Vehicle
• Yes
• Ability to comprehend written/verbal communication
• Yes
• Other: Ability to deal with stress
• Yes
• OSHA Category
• III
•
•B. Working Conditions: The individual spends over 95% of his/her time in an air-conditioned environment with varying exposures to noise. There is protection from weather conditions but not necessarily from temperature changes. The position does have low exposure to malodorous, infectious body fluids from patients and some minimal exposure to noxious smells from cleansing agents.

C. Occupational Exposure: This position has minimal to no exposure to blood, body fluids, or tissues and is an OSHA Category III (although situations can be imagined or hypothesized under which anyone, anywhere, might encounter potential exposure to body fluids). Person who performs these duties are not called upon as part of their employment to perform or assist in emergency medical care or first aid or to be potentially exposed in some other way.

D. Aptitudes: HIGH 1 2 3 4 5 6 LOW

Intelligence: General learning ability: The ability to "catch on" or understand instructions and underlying principles. Ability to reason and make judgments. 3

Verbal: Ability to understand meanings of words and ideas associated with them, and to use them effectively. To comprehend language, to understand relationships between words, and to understand meanings of whole sentences and paragraphs. To present information or ideas clearly. 3

Numerical: Ability to perform arithmetic operations quickly and accurately. 2

Spatial: Ability to comprehend forms in space and understands relationships of plane and solid objects. Frequently described as the ability to "visualize" objects or two or three dimensions, or to think visually of geometric forms. 2

Form Perception: Ability to perceive pertinent details and objects or in pictorial or graphic material to make visual comparisons and discriminations and see slight differences in shapes and shadings of figures and widths and lengths of lines. 3

Clerical Perception: Ability to receive pertinent details and verbal or tabular material. To observe differences in copy, to proofread words and numbers, and to avoid perceptual errors in arithmetic computation. 2

Motor Coordination: Ability to coordinate eyes and hands to fingers rapidly and accurately in making precise movements with speed. Ability to make a movement response accurately and quickly. 3

Finger Dexterity: Ability to move hands easily and skillfully. To work with fingers in placing and turning motions. 3

Manual Dexterity: Ability to move hands easily and skillfully. To work with hands in placing and turning motions. 3

Eye-Hand-Foot Coordination: Ability to move the hand and foot coordinately with each other in accordance with visual stimuli. 3

Color Discrimination: Ability to perceive and respond to similarities or differences in colors, shapes, or other values of the same or different color. To identify a particular color, or to recognize harmonious or contrasting color combinations, or to match color adequately. 3

I have read and reviewed my job description with my supervisor or designee and I understand the job I am expected to perform.

If applicable ___ certification will be completed within ___ time frame of hire/transfer date.

Employee Signature: ___ Date: ___

Transfer/Hire Date Effective: ___.