Trimont - Director - Data & Insights

Role : Director , Data and Insights

Role Overview

We are seeking a highly analytical and technology-savvy Director - Data and Insights who can transform raw business data into actionable insights through automated dashboards, AI-enabled analytics, and modern reporting frameworks.

The ideal candidate should possess strong expertise in Excel, Power BI, SQL, JSON, Python, APIs, and Generative AI platforms such as Claude, ChatGPT, and Copilot.

This individual will play a key role in building scalable reporting solutions, automating manual MIS processes, creating executive dashboards, and enabling data-driven decision-making across business functions.

This is not a traditional reporting role. We are looking for someone who can combine business analytics, automation, AI, and dashboard engineering to significantly reduce manual effort and improve reporting speed, quality, and insights.

Key Responsibilities

Enterprise MIS & Dashboarding :

• Design and manage enterprise-wide KPI dashboards for leadership teams.
• Build executive-level dashboards covering operations, finance, risk, people, quality, productivity, and business growth metrics.
• Develop automated reporting frameworks eliminating manual spreadsheet-based reporting.
• Create drill-down dashboards enabling business leaders to analyze trends and root causes.
  
  

Data Engineering & Automation

• Consolidate data from Excel, CSV, databases, APIs, SharePoint, and business systems.
• Develop reusable data models and reporting pipelines.
• Automate data collection, cleansing, validation, transformation, and visualization workflows.
• Build self-service analytics capability across business functions.
  
  

AI & Generative Analytics

• Leverage Claude, ChatGPT, Microsoft Copilot, and similar AI platforms to :
• Generate dashboards faster
• Automate MIS preparation
• Create analytical narratives
• Perform trend analysis
• Generate executive summaries
• Develop natural language reporting solutions
• Build AI-powered reporting assistants and internal analytics agents.
• Utilize JSON, APIs, and prompt engineering techniques to integrate AI tools into reporting workflows.
  
  

Advanced Analytics

• Perform trend analysis, forecasting, productivity analysis, capacity planning, and business performance monitoring.
• Develop predictive and scenario-based dashboards.
• Translate business questions into analytical models and actionable insights.
  
  

Governance & Data Quality

• Establish reporting governance standards.
• Define KPI ownership and data definitions.
• Drive data accuracy and reporting consistency across functions.
• Monitor reporting quality and dashboard adoption metrics.
  
  

Required Skills

Technical Skills (Must Have) :

• Advanced Excel (Power Query, Power Pivot, VBA preferred)
• Power BI
• SQL
• JSON
• Python
• Data visualization best practices
• Data modelling
• API integrations
• ETL concepts
• Dashboard design
• Working knowledge of how AI models such Claude, Microsoft Copilot operate
• Fabric
• Azure Data Services
• Snowflake
• Databricks
• Alteryx
• Tableau
  
  

Business Skills

• Strong business acumen
• Ability to interact with senior leadership and executives
• Experience translating business requirements into dashboards
• Strong problem-solving and analytical skills
• Excellent communication and presentation skills
• Ability to simplify complex data into executive insights.
  
  

Experience Requirements

Candidate should demonstrate experience in :

• Building executive dashboards
• Automating large-scale reporting environments
• Working with structured and unstructured datasets
• AI-led analytics and reporting
• Creating KPI frameworks
• Integrating multiple data sources
• Supporting business reviews and leadership reporting
  
  

Preferred Experience From

• Financial Services
• Banking
• Commercial Real Estate
• Mortgage Servicing
• GCCs
• Shared Services
• Analytics COEs
  
  

(ref:hirist.tech)