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 team's 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:

• Bachelor's degree in Business Analytics, Information Systems, Computer Science, Data Analytics, Statistics, Mathematics, Finance, Engineering, or a related field.
• Master's 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.