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.