BI Performance Manager - Financial Services (Hybrid / Philadelphia, PA)
- Location: Philadelphia, PA (Hybrid, 3 days onsite per week)
- US Citizen / Green Card Holder only
Overview
Our client, a nationally recognized financial services organization, is seeking a Business Intelligence Performance Manager to lead the development, integration, and maintenance of enterprise-level BI reporting systems. This individual will drive data strategy across Finance, IT, and Operations building scalable dashboards, governing data flows, and enabling executive-level decision-making.
This is an excellent opportunity for a BI professional with strong experience in Power BI, Planful, Boomi, and Snowflake who enjoys transforming complex financial and operational data into clear, actionable insights.
Key Responsibilities
Data Visualization & Reporting
- Design and maintain interactive dashboards and reports that support monthly, quarterly, and annual financial and operational reviews.
- Build executive-facing visualizations in Power BI that connect outputs from Planful with operational, HR, and financial data.
- Ensure reporting consistency, accuracy, and data governance across departments and systems.
- Lead cross-functional dashboard development initiatives integrating data from multiple sources, including Planful, ThoughtSpot, and Snowflake.
Data Integration & Architecture
- Manage integration and transformation workflows using Boomi Connectors to automate data movement between Snowflake, ERP, and HR systems.
- Develop scalable, governed data pipelines supporting enterprise-level reporting.
- Partner with IT and Finance teams to align data structure, financial modeling, and performance reporting.
Cross-Functional Collaboration
- Act as a bridge between business and technical teams translating business needs into actionable BI solutions.
- Collaborate with Finance, FP&A, HR, and IT teams to deliver timely, accurate, and strategic insights.
- Provide training and documentation to empower business users with self-service reporting capabilities.
Special Projects & Analysis
- Lead BI-related system implementation and data process improvement initiatives.
- Conduct ad hoc analysis and scenario modeling to support business strategy, operational reviews, and performance management.
- Define and refine KPI frameworks and dashboards that align with evolving organizational goals and leadership needs.
Qualifications
- Bachelors degree in Information Systems, Finance, Data Analytics, Computer Science, or a related field.
- 7+ years of progressive experience in BI, financial systems, or analytics, including 3+ years in a manager or team lead role.
- Proven success designing and deploying enterprise BI dashboards using Power BI, Planful, and ThoughtSpot.
- Hands-on expertise with Boomi Connectors, Snowflake, ETL workflows, and API integrations.
- Strong data modeling, SQL, and Excel skills; capable of navigating both structured and unstructured data environments.
- Experience in financial services, private equity backed companies, or transformation environments preferred.
- Excellent communication skills and the ability to work cross-functionally in a fast-paced setting.
Why Apply
- Work with modern BI tools and scalable architecture supporting enterprise-wide analytics.
- High visibility role supporting senior leadership and strategic decision-making.
- Hybrid work model with strong collaboration across Finance, Technology, and Operations.