Technical Data Analyst chez GreenPath Financial Wellness

Location: Hybrid - Farmington Hills, MI
Department: IT
Reports to: Director of Data and Analytics
FLSA Status: Exempt

About GreenPath Financial Wellness

GreenPath is a national nonprofit focused on empowering people to lead financially healthy lives. We foster a collaborative, innovative, and data-driven culture to support our clients, employees, and partners.

Position Purpose

Are you passionate about analytics, AI, and transforming data into actionable insights? GreenPath is seeking a creative and technically skilled Technical Data Analyst to drive smarter, faster decision-making. You’ll leverage Power BI and emerging AI technologies to build impactful dashboards, automate reporting, and uncover business improvement opportunities. Collaborate with stakeholders to deliver efficient, scalable solutions that shape a data-driven culture and elevate business performance.

Key Responsibilities

• Build impactful Power BI dashboards and reports, integrating AI-driven insights.
• Design interactive visuals for quick decision-making and predictive trend analysis.
• Apply advanced Power BI techniques (DAX, SQL, custom visuals) for complex scenarios.
• Automate manual reporting processes to improve scalability and reduce ad hoc requests.
• Refine report designs post-deployment for enhanced usability and relevance.
• Collaborate with stakeholders to identify data needs and AI opportunities.
• Research and integrate internal/external data sources aligned with business goals.
• Document high-quality requirements for analytics solutions.
• Translate business needs into technical specifications and prioritize projects.
• Conduct deep analysis using structured/unstructured data for actionable insights.
• Present data using intuitive visualizations, AI tools, and storytelling techniques.
• Integrate data across systems to support segmentation, outreach, and strategic initiatives.
• Leverage AI to automate tasks and drive innovative problem-solving.
• Analyze helpdesk data to support operations and automate recurring reports.
• Promote data literacy and foster a data-driven decision-making culture.
• Maintain and enhance the data catalog with AI-supported solutions.
• Collaborate cross-functionally for ad hoc reporting and continuous improvement.
• Proactively contribute innovative analytics ideas for operational efficiency.

Qualifications

• Bachelor’s degree in Data Science, Computer Science, Statistics, Business Analytics, or related field (or equivalent experience).
• Advanced degree in Mathematics, Statistics, Data Science, or related discipline preferred.
• 4+ years of hands-on experience with large, complex datasets across multiple systems.
• Proficiency in Microsoft Power BI (DAX, Power Query, advanced dashboard development).
• Strong working knowledge of SQL for report development and analysis.
• Experience with Microsoft Power Automate or similar automation tools.
• Familiarity with AI tools and techniques (Azure AI, Copilot, OpenAI APIs).
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Experience with other data visualization tools (Tableau, Qlik) is a plus.
• Strong documentation skills for data requirements, metadata, and reporting assets.

Skills & Characteristics

• Advanced dashboard, report, and data model building in Power BI.
• Strong command of DAX, SQL, and data modeling.
• Experience applying AI tools to enhance analysis and automate tasks.
• Ability to translate complex data into clear, compelling narratives.
• Skilled in designing intuitive, interactive visuals.
• Capable of automating manual reporting and enabling scalable, self-service solutions.
• Strong ability to identify trends, patterns, and actionable insights.
• Effective collaboration with business analysts, stakeholders, and technical teams.
• Clear communication of technical findings to non-technical audiences.
• Innovative, accuracy-focused, and eager to learn emerging technologies.

Working Conditions

• Long periods of sitting while using a computer and office equipment.
• Business hours with occasional on-call requirements (3–4 times/month).
• Travel requirements: <10%.

GreenPath, Inc. reserves the right to change this description at any time. GreenPath, Inc. practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, protected disability, marital status, familial status, veteran status, height, weight or citizenship.