BI Performance Manager

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.