Business Intelligence (B.I.) Senior

WTW (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 39,000 employees in more than 120 countries. 

We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. 

• This role will be acting as a Business Intelligence (B.I.) resource for the Lisbon Regional Delivery Center. 
• This role is expected to lead or support the gathering, preparation, validation, analysis, and presentation of business data as well as call out risks and opportunities based on that data.
• This role is expected to understand the critical and changing data that will provide the business with the most benefit and insights.
• This role is expected to work with colleagues in Manila, Mumbai, Latam , and other areas where delivery centres exist, as well as locations where onshore partners hold office.

Key Roles and Responsibilities

• Work with large (Operations/ Business) data sets and derive meaningful insights (using analytics) from the data, including combining and summarizing data from multiple data sources to generate meaningful analysis and insights.
• Develop policies and procedures to collect, validate and analyse data.
• Work with in-country Service Delivery Managers and well as GDC (Global Delivery Centres) local operations teams to develop Metrics and Management Reporting based on data collected.
• Develop technical specifications based on functional requirements (Metrics and Management Reporting). Develop solution/ applications for the functional requirements. Perform basic debugging in test and production environments. Oversee the deployment of data to data-warehouse.
• Explore tools to improve the reporting process and stakeholder experience. (Example: Data Warehouse, Distribution of reports through SharePoint, Power-Bi).
• Maintain and repair existing Management Reporting/ Analytics applications. Support roll-out of any new Reporting tool/ application in Operational areas.
• Engage with stakeholders, via robust governance to ensure transparency/ visibility of all deliverables.

• Ensure adherence to Risk & Compliance requirements when working with data and developing solutions/ applications.

   

Deliverables

• Conducting meetings and presentations to share ideas and findings.

• Regularly publish reports such as Metrics, Capacity, and other reports that support the business’ decision making.

• Documentation of code, formulas, templates, and guides used for data gathering, reporting and use of tools.

• Identification of possible changes to the data needed or the method of presentation to optimize the benefit and insights that the businesses can gain from the reports. 

• Use agreed methodology of C.I. team in delivering reports.

• Connect data and reports with business priorities 

• Able to articulate and present findings, status, results and risks to business leaders effectively, highlighting the critical elements and risks seen.

• Publish and share learnings and project experiences that will benefit team members.

• At least 5 to 7 years’ relevant experience in the field of MI / Business Intelligence.

• Has handled business or organization-wide projects related to analytics and reporting.

• Solid project and program management skills

• Experience in outsourcing processes

• Knowledge in insurance, benefits, broking, financial, and consulting organizations and services.

• Advanced understanding of business intelligence methodologies.

• Highly analytic and can derive meaningful insights from data.

• Working knowledge of application QA and testing procedures.

• Strong documentation practices, including end-user developed applications

• Very proactive and adaptable.  A strategic thinker who finds ways to provide a solution with urgency.

• Collaborative and works well with a team

• Good stakeholder management skills

• Excellent communication and presentation skills

Core Skills

• Data Analytics & Visualization: Power BI, Microsoft Excel, Power Query, Power Automate
• Database & Architecture: Microsoft SQL Server, SSIS, Postgres
• Programming & Automation: VBA, Python (Nice to have)
• Reporting & Insights: Visualization, Data Analytics

Technical Proficiency

• Power BI – Advanced dashboard creation and data modelling
• SQL Server & SSIS – Data warehousing and ETL processes
• VBA – Automation and scripting for reporting

Nice to have

Python – Automation and scripting for reporting