AVP, Business Intelligence & Data Analytics (78328)

Title: AVP Business Intelligence & Data Analytics

FLSA Status: Exempt Employment Status: Full Time

Department: Innovation Initiatives Location: Marlborough / Hybrid Eligible

Reports To: Chief Operating Officer

Date Prepared: October 1, 2026 Human Resources Review: October 26, 2026

SUMMARY:

The Assistant Vice President, Business Intelligence & Data Analytics is a hands-on individual contributor responsible for developing the Bank's enterprise reporting, business intelligence, customer intelligence, and data analytics capabilities. The position transforms data into reliable, accessible, and actionable insight that supports strategic decision-making, operational performance, customer growth, project portfolio oversight, and organizational accountability.

Working across business lines and support functions, this role will establish consistent key performance indicators, executive dashboards, scorecards, and analytical reporting while partnering with the Bank’s Technology teams.

After successful completion of training and proven abilities, this position is eligible for a hybrid work arrangement with availability expected during core business hours and agreed upon number of days per-week/month on site.

ESSENTIAL DUTIES and RESPONSIBILITIES:

The requirements listed are representative of the knowledge, skill, and/or ability required.

In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Reporting Relationship & Organizational Placement

• Reports to: Chief Operating Officer
• Key partnerships: Finance, Technology, Risk/Compliance, Retail, Commercial, Lending, Operations, Marketing, Human Resources, and other business and support functions
• Organizational role: Serves as a hands-on technical contributor responsible for designing, developing, implementing, and maintaining business intelligence reports, dashboards, data models, and analytical solutions.

Key Responsibilities

• Enterprise reporting, dashboards, and scorecards: Develop and maintain executive dashboards, management scorecards, recurring reports, and self-service reporting that provide visibility into strategic, financial, customer, lending, deposit, operational, project, and productivity performance.
• Performance analytics: Develop and monitor enterprise performance metrics, identify trends, opportunities, and emerging risks, and provide actionable insight to executive leadership and business owners.
  • Business and customer intelligence: Analyze customer relationships, product usage, channel activity, lending and deposit trends, profitability, and other performance indicators to identify growth opportunities, emerging concerns, and business drivers.
  • KPI ownership and governance: Work directly with business departments to translate reporting requirements into measurable KPIs, develop the underlying calculations, and implement those metrics within dashboards and reporting solutions.
  • PMO and strategic reporting: Support the enterprise project portfolio through dashboards and analysis of project status, milestones, budgets, risks, dependencies, resource capacity, and benefits realization.
• Reporting automation: Reduce reliance on manually assembled spreadsheets by identifying and implementing repeatable, controlled, and scalable reporting solutions. This role will personally design, build, test, and maintain automated reporting processes which improve both efficiency and the availability of business information.
• Business requirements and Technology partnership: Independently develop and maintain reporting solutions using Power BI, SQL, Excel, and other available tools, including extracting, transforming, integrating, and validating data from multiple banking systems.
• Analysis, recommendations, and communication: Translate complex data into clear findings, effective visualizations, business implications, and practical recommendations for executive leadership, committees, and business managers.
• Data quality, governance, and controls: Perform hands-on data validation, reconciliation, cleansing, and troubleshooting to ensure the accuracy and reliability of reports, dashboards, and underlying datasets, investigate inconsistencies, maintain reporting documentation, and ensure analytical practices comply with the Bank’s confidentiality, access, records, and regulatory requirements.

General:

• Assist internal, external, and regulatory auditors by gathering requested materials for assigned engagements.
• Effectively use tools and systems to be able to self-manage, organize, and complete work independently, proactively recognizing potential obstacles resolving them before they become an issue, managing to deadlines, creating action plans when not on track, enabling job functions to happen with minimal oversite and meeting conditions of satisfaction.
• Use discretion in dealing with large amounts of sensitive, confidential information, while adhering to all Bank policies and procedures

• Adhere to all company policies, consistently demonstrating our core values and service standards
• In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and adheres to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements and policies as well as attending all required training sessions and completing all required on-line training courses.
• Regular and consistent attendance is required to ensure a high standard of customer service.
• Other duties as assigned, performing similar or related work as directed, required, or as situation dictates.

LEVEL OF RESPONSIBILITY:

• The role exercises substantial independent judgment, leads complex teams and processes with minimal oversight, and handles non-routine work using relevant experience, bank policies, and programs.
• It influences cross-functional resource and project decisions and provides executive leadership and the Board with visibility into performance, risk, capacity, and strategic alignment.

EDUCATION/SKILLS REQUIRED:

• Bachelor's degree in business analytics, data analytics, finance, economics, statistics, information systems, or a related field or equivalent technical training and work experience
• Five or more years of progressive experience in business intelligence, data analytics, financial analysis, enterprise reporting, or a related discipline
• Advanced experience developing dashboards, scorecards, and management reporting using Power BI or a comparable business intelligence platform.
  • Experience with Salesforce, including reporting, dashboards, data analysis, or CRM administration - Preferred
• Demonstrated hands-on proficiency in SQL query development, Power BI, DAX, Power Query, data modeling, and advanced Excel, with the ability to independently develop reporting solutions from raw source data through final presentation. Experience supporting executive dashboards, strategic planning, project portfolio reporting, or Board-level reporting – Preferred
• Experience with data warehouses, data governance, master data, or reporting automation initiatives - Preferred
• Experience with Python or R, Microsoft Fabric/Power BI dataflows and Power Automate, plus experience with ETL/ELT tools and version control - Preferred

• Demonstrated ability to manage complex processes, and influence cross-functional stakeholders

EQUIPMENT REQUIRED:

• Smart Phone - To enable the MFA (Multi Factor Authentication) facilitating access to MSB systems.

HYBRID/REMOTE ENVIRONMENT:

• Your physical remote location must provide a dedicated workspace that is free from distraction and provides adequate light to be regularly visible on video calls.
• You must have access to a reliable internet connection with adequate bandwidth to join Teams and other video calls.

COMPETENCIES:

• Change Leadership & Organizational Adoption - Leads the organizational side of significant projects, not simply project schedules and deliverables.
  • Helps business areas successfully adopt new processes, systems, governance, and ways of working.
• Executive Communication & Influence - Communicates complex project information clearly and concisely.
  • The ability to obtain cooperation and agreement on important outcomes across business lines and support functions.
• People Leadership - Natural leader with responsive and positive communication (written, verbal and via video conferencing), effective relationship management techniques and interpersonal skills, ethics, and cultural awareness to build strong relationships with the ability to motivate cross-functional teams throughout the organization without express authority over delivery teams.
• Above Average Organizational Skills - Ability to manage multiple complex priorities and competing agendas.

LANGUAGE/COGNITIVE SKILLS:

The work skills described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

The person in this position frequently communicates with all departments, customers and vendors about required documentation, and therefore must be able to exchange accurate information in these cases. They will need to use judgment and discretion in decision making situations, interpret and follow all Bank policies and procedures, write/create correspondence letters to vendors, (Main Street Bank’s standard language is English). As well as the ability to:

• Speak and effectively present/communicate information and respond to questions from customers, groups of managers, vendors and other employees.
• Define problems, collect data, establish facts and draw valid conclusions.
• Read, analyze and interpret a variety of documents such as data analytics, system generated reports and Bank policies and procedures,

PHYSICAL and WORK ENVIRONMENT DEMANDS:

The physical and work environment demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to:

Physical Demands/Efforts:

• Occasionally lift and/or move up to 10 pounds, (i.e. files)
• Frequently required to remain in a stationary position, greater than 75% of the time
• Occasionally required to stoop and bend

Mental & Visual Demands:

• Consistently operate a computer for extended periods of time
• Specific vision