Vice President, Sales Reporting & Analytics (Global Markets)
On-siteNew York City, New York, United States or New York, United States
Job Summary
Build and maintain Tableau dashboards and reporting assets supporting sales performance, pipeline, forecasting, and revenue metrics across Markets. Develop Power BI reporting and semantic models while acting as the on-site contact for sales leadership and front-line users to support dashboard usage and data access. Work with Dynamics CRM, Snowflake, and internal data environments to deliver accurate, timely, and documented outputs. Maintain reporting controls including refresh monitoring, publishing, access management, metric definitions, and issue resolution. Identify pragmatic opportunities to leverage automation and AI-enabled tools to improve insight generation and user experience.
Required Qualifications
- Bachelor's degree in finance, economics, business, computer science, mathematics, data analytics or a related field
- Typically 7+ years' experience in financial services, sales reporting, data analytics, CRM reporting, business intelligence or a similar analytical discipline
- Strong hands-on Tableau expertise, including dashboard development, maintenance, design, publishing and performance optimization
- Practical Power BI experience, including report design, data modeling, DAX, semantic models and dashboard publishing
- Working knowledge of SQL and Snowflake or similar data environments, with enough technical depth to query, validate and troubleshoot reporting data
- Experience with CRM platforms such as Microsoft Dynamics, Salesforce or similar, including reporting, data quality support or user-facing analytics
- Strong communication skills, with the ability to explain technical concepts clearly and produce concise, actionable insight for business stakeholders
Desired Qualifications
- Experience with cloud data technologies such as Microsoft Azure, Snowflake or Microsoft Fabric
- Understanding of row-level security, semantic data models, dataset refresh processes, reporting governance or data pipeline concepts
- Understanding of Markets products, wholesale banking, sales coverage models, pipeline management or revenue reporting
- Use of tools such as Microsoft Copilot, ChatGPT, Azure OpenAI, Power BI Copilot or other AI-enabled capabilities to improve productivity, analytics or documentation
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