BI / Reporting Architect

<div><strong>Job Overview:</strong></div><div>The BI / Reporting Architect is responsible for designing, building, and governing enterprise-scale business intelligence and reporting solutions across fintech and insurance domains. This role focuses on creating standardized semantic layers, reusable data products, and high-performance reporting platforms that support finance reporting, Custodian account &amp; Direct business/ annuity insurance analytics, institutional reporting, and executive decision‑making.</div><div>The architect will partner closely with Finance, Product, Risk, Actuarial, Compliance, and Technology teams to ensure reporting solutions are accurate, scalable, secure, and governed, leveraging tools such as Power BI and Tableau.</div><div>&nbsp;</div><div><strong>Responsibilities:</strong></div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Design and govern enterprise BI and reporting architecture supporting fintech and insurance domains, including payments, lending, annuities, policy administration, claims, and financial reporting.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Define and maintain dimensional data models and semantic layers to ensure consistent KPIs and metrics across reporting and analytics platforms.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Establish standards for scalable, reusable, and high‑performance reporting solutions.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Architect and manage enterprise semantic layers to abstract source system complexity and provide trusted, reusable business metrics.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Design and operationalize data products (curated, governed datasets) for consumption across Power BI, Tableau, and downstream analytics use cases.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ensure semantic models and data products support self‑service analytics while maintaining strong governance and data quality controls.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Deliver finance and institutional reporting solutions supporting such as Executive leadership and CFO/CTO level reporting, Investor and institutional stakeholder reporting, End of day close and management reporting</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Standardize financial KPIs across dashboards, reports, and analytics products.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Optimize reporting solutions for large historical datasets and complex calculations common in insurance analytics.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Architect, develop, and govern enterprise reporting solutions using Power BI and Tableau.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Design and manage enterprise datasets and semantic models to support scalable, secure, and high‑performance reporting.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Define standards for report development, deployment, versioning, and lifecycle management.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Implement role‑based access controls, row‑level security, and data encryption at rest &amp; in transit to protect sensitive financial, customer, and policyholder data.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ensure alignment with enterprise data governance, security, and privacy policies.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Maintain data lineage, metric definitions, and documentation to support audits and regulatory reviews.</div><div>&nbsp;</div><div><strong>What are we looking for?</strong></div><div>We want strong collaborators who can deliver world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused and team-oriented, and can execute in a way that encourages creativity and continuous improvement.</div><div><strong>Requirements:</strong></div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10+ years in enterprise architecture, software engineering, or specialized trading technology roles.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Deep understanding of financial markets, M&amp;A and post-merger reporting responsibilities, risk management, and regulatory environments.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strong understanding of finance reporting and metrics, institutional reporting, and Data product design and governance</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Strong proficiency in high-performance computing, data architecture, Cloud platforms, SQL, and integration technologies.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Proven ability to drive change, mentor, and influence stakeholders.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Bachelor’s or master’s degree in computer science, Engineering, or a related field.&nbsp;</div><div>&nbsp;</div><div><strong>Core Competencies:</strong></div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ability to solve complex, multi-area technical and business problems.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Excellent verbal and written communication skills, capable of bridging the gap between technical and business teams.</div><div>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ability to balance immediate, short-term needs with long-term, strategic goals.&nbsp;</div>

Kashish Bhalla

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