Data Analytics & AI Manager

• Serve as a central point of coordination for BI analytics and AI initiatives maintaining visibility into project priorities requirements dependencies owners timelines risks and deliverables.
• Partner with business owners to understand business problems workflows and desired outcomes and translate them into well-defined project scopes and actionable requirements.
• Lead structured requirements-gathering sessions and document business requirements functional requirements data requirements acceptance criteria process flows and key decisions.
• Establish appropriate project plans and development processes to move initiatives from discovery and requirements through development testing deployment and adoption.
• Coordinate effectively across business stakeholders Data Engineering IT developers vendors and other technology partners.
• Help prioritize competing BI and AI initiatives based on business value effort dependencies risk and organizational readiness.
• Identify project risks requirements gaps and dependencies early and drive issues toward resolution.
• Apply Agile Scrum or similar development methodologies where appropriate to improve project transparency accountability and execution.
• Own complex Power BI solutions from requirements gathering and data validation through dashboard design development testing launch and ongoing enhancement.
• Develop intuitive scalable dashboards and analytical tools that enable senior leaders and business teams to understand performance and make better-informed decisions.
• Apply advanced Power BI capabilities including data modeling DAX Power Query visualization design performance optimization and security.
• Use SQL Databricks and related tools to explore data investigate issues prototype analytical solutions and validate outputs.
• Work closely with Data Engineering to translate business logic into precise data requirements and ensure underlying data models support reporting and analytical needs.
• Establish and promote standards for dashboard development documentation testing governance and ongoing maintenance.
• Identify business processes and workflows where AI automation or emerging technologies can create meaningful efficiencies or improve decision-making.
• Lead AI solutions from use-case definition and requirements gathering through prototyping testing deployment user training and adoption.
• Develop or contribute directly to AI solutions which may include custom GPTs AI applications agents Skills workflow automations and AI-enabled analytics.
• Partner with IT Data Engineering security and other stakeholders to ensure AI solutions are appropriately designed governed tested and supported.
• Evaluate emerging AI tools and capabilities and translate technical possibilities into practical business applications.
• Collaborate across Lincoln and MarshBerry with teams involved in developing and implementing AI solutions and standards.
• Develop a strong understanding of investment banking workflows business processes and data either through prior financial services experience or demonstrated ability to learn complex business domains quickly.
• Mentor and coach team members and help strengthen the teams capabilities in analytics Power BI requirements gathering project execution and AI.
• Communicate technical concepts project status risks options and tradeoffs clearly to both technical and nontechnical stakeholders including senior leadership.
• Promote disciplined documentation testing development and change-management practices.
• Help establish repeatable processes and standards that enable the organization to scale its BI analytics and AI capabilities.
• Perform additional tasks and duties as assigned.

Educational Requirements:

• Bachelors degree in Business Analytics Information Systems Computer Science Data Analytics Statistics Mathematics Finance Engineering or a related field.
• Masters degree is a plus.
• Agile Scrum Master Project Management Professional (PMP) Power BI Microsoft Databricks or related certifications are preferred but not required.

Experience Requirements:

• Proficient in Microsoft Office Word Excel Access PowerPoint and other software as it applies.
• 5-7 years of experience in an Advanced Analytics role with at least 2 years of leadership experience.
• Proven experience in managing work teams to achieve and exceed team goals and objectives.
• Demonstrated experience gathering business requirements and translating them into clear technical and functional specifications.
• Demonstrated ability to manage multiple concurrent projects involving business stakeholders and technical development teams.
• Advanced experience with Power BI including dashboard development data modeling DAX Power Query and visualization best practices.
• Working proficiency with SQL and experience querying validating and troubleshooting data.
• Experience with Databricks cloud data platforms or modern data architectures preferred.
• Experience developing implementing or supporting generative AI solutions including ChatGPT custom GPTs agents AI applications Skills APIs or similar technologies is strongly preferred.
• Experience working within IT development software development systems implementation or application-development environments is a plus.
• Experience with Agile/Scrum development methodologies and/or prior experience serving as a Scrum Master Product Owner Business Analyst or similar role is a plus.