Senior Business Intelligence Analyst improving Cash App reconciliation and financial reporting. Building SQL automation and controls for Block’s global payments ecosystem.
About the role
- Business intelligence and CRM manager optimizing Power BI reporting, data governance, and CRM systems. Supporting O'Dell HVAC Group’s Canada-wide HVAC equipment partnerships and operational growth.
Responsibilities
- Develop, implement, and maintain O'Dell's Microsoft Power BI reporting environment, including dashboards, scorecards, and management reports
- Establish standardized KPIs, reporting methodologies, and data definitions across departments
- Integrate data from NetSuite, CRM, eCommerce, and other business systems
- Build and maintain data models, datasets, Power Query transformations, DAX calculations, and reporting processes
- Act as primary internal administrator and system owner of the company-wide CRM platform
- Support CRM implementation, configuration, maintenance, and ongoing system enhancements
- Manage CRM workflows, pipelines, permissions, dashboards, and customer data standards
- Ensure accuracy, consistency, and integrity of customer, contact, opportunity, and activity data
- Collaborate with Sales, Marketing, Customer Experience, Service, and other departments to understand reporting needs and improve CRM utilization
- Develop system documentation, user guidelines, and training materials
- Monitor CRM adoption, data quality, and reporting accuracy
- Identify opportunities to reduce manual reporting, automate workflows, and improve operational efficiency
- Establish and maintain company-wide data governance standards and consistent sources of information
- Work with IT, business leaders, and external vendors to support system integrations, troubleshooting, and improvements
- Support integration and standardization of business data and reporting processes across new locations and acquisitions
- Perform other responsibilities as assigned
Requirements
- Post-secondary education in Business Analytics, Information Technology, Computer Science, Business Administration, or a related field
- Minimum of five (5) years of experience in business intelligence, data analytics, CRM administration, or business systems management
- Advanced proficiency in Microsoft Power BI, including Power Query, SQL, DAX, data modelling, data warehousing, ELT, and dashboard development
- Experience administering, configuring, and optimizing CRM platforms, including workflows, permissions, reporting, and data management
- Strong understanding of data integration, reporting architecture, and data governance principles
- Experience working with ERP systems
- Ability to translate business requirements into technical solutions and actionable reporting
- Experience supporting system implementations, user training, and change management initiatives
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Strong organizational skills and ability to independently manage projects and competing priorities
- Bilingualism in French and English is considered an asset
- Experience supporting a growing, multi-location organization is considered an asset
- Familiarity with automation tools, AI-powered analytics, and emerging business technologies is considered an asset
- NetSuite experience is considered an asset
Benefits
- Competitive Salary & Profit Sharing
- Comprehensive Benefits
- Health Spending Account
- RRSP Plan
- Professional Development
- Company-Wide Holiday Shutdown with paid time off during the holiday season
- Summer Fridays with early wrap-up on summer afternoons
- Accommodations during the hiring process or on the job
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