The CE Shop
Business Intelligence Analyst
About this role
Job Description – Business Intelligence Analyst (Financial Services/AEC) Division / Department: Business Operations / FP&A (Biz Ops / RevOps) Reports to (position): Manager, Financial Planning & Analysis (Biz Ops / RevOps) Level / Grade: Analyst Location: Remote (US) Employment Type: Full Time, Exempt Work Conditions: Remote Office Environment Travel: Minimal Telecommute: Yes Minimum Educational Req: Bachelor's degree in a quantitative, business, or related field, or equivalent practical experience. Years of Experience: 2-4 years of experience in a data, analytics, BI, or FP&A support role; strong internships or academic projects count. Position Summary The Business Intelligence Analyst sits on the FP&A team but serves the entire organization. You will query data from our data lake, turn it into clean and trustworthy reports and dashboards, analyze the data and deliver insight that helps leaders across the business make better decisions. This is a hands-on, data-focused/FP&A role built for someone who is fluent with modern tools, including AI, and eager to grow into a broader analytics or finance career. This is a high-visibility seat: your work will inform decisions made by department leaders, the executive team, and our board and investors. You will not be expected to know everything on day one, but you will be expected to be curious, precise, and quick to learn. Essential Duties and Responsibilities
- Query our cloud data lake using SQL and AI-assisted tooling to answer business questions and produce the inputs behind recurring reporting.
- Build and maintain recurring reports and dashboards, KPI trackers, operational metrics, and finance and business performance views, in the company's business intelligence platform.
- Embed AI into our reporting processes, using tools such as Claude and Copilot to automate data preparation, accelerate analysis, and build AI-assisted outputs into how reports are produced and delivered.
- Own data integrity across your reporting: reconcile figures to source systems, validate them against defined business rules, and proactively surface and resolve discrepancies before anything reaches a stakeholder.
- Deliver business insight and data clarity, translating stakeholder questions across departments into well-scoped analysis, and presenting results in a way that makes the story in the data clear and actionable.
- Establish and maintain documentation for data definitions, report logic, and reporting processes, ensuring consistency, transparency, and continuity across the analytics function.
- Help build a scalable reporting and data infrastructure, standardizing datasets, automating manual steps, and extending the company's unified data layer so reporting can grow without adding headcount.
- Partner with leaders across the business to understand their reporting needs and turn them into dashboards and reports they use.
Preferred Qualifications
- Familiarity with Python or R for data manipulation.
- Understanding of finance or FP&A concepts (budgets, actuals, variance, KPIs).
- Experience with version control (Git) or dbt / data-transformation tooling.
- Exposure to a B2C and/or B2B subscription or e-commerce business.
- Data visualization or design sense, with an eye for building dashboards that are clean and readable, not just functional.
- Direct experience working directly in a cloud data warehouse or data lake environment. Supervisory Responsibility This position does not supervise the work of others. Internal and External Interaction This position interacts regularly with FP&A, Business Operations, Data Engineering, and leaders across the organization. Reporting and analysis produced by this role may also support the executive team, Board, and investors. Physical Requirements The physical demands of this position are representative of those that must be met by an employee to successfully perform essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. What Success Looks Like
- Recurring reports and dashboards are accurate, reliable, and delivered on time.
- Data consistently reconciles to source systems, with discrepancies identified and resolved before reaching stakeholders.
- Leaders across the business have clear, actionable reporting that helps them make better decisions.
- Manual reporting processes become more scalable and repeatable through automation and standardization.