Corporate Planning & Management, Product & Reporting - BI Specialist, Associate, Dallas

Title: Corporate Planning & Management, Product & Reporting - BI Specialist, Associate, Dallas

Divisional Overview:

The Corporate Planning & Management (CPM) division integrates financial planning, spend management, third-party risk management, product management and engineering teams to support strategic decisions across the firm.

Finance & Planning drives business planning, budgeting, and analytics across revenue, expense, liquidity, and capital. The pillar includes divisional CFOs providing strategic finance advisory, Product Finance managing non-compensation expense governance, and Corporate Insurance & Advisory overseeing the firm's insurance needs and risk mitigation.

Global Procurement strategically manages third-party engagement, optimizing value and mitigating risks across the supply chain. Key functions include Strategic Sourcing, Third-Party Risk Management (TPRM), Procure to Pay (P2P), Travel, and Sustainable Operations driving ESG initiatives.

Product & Reporting manages the product lifecycle for CPM technology platforms and delivers comprehensive reporting, dashboards, and analytics. The team oversees financial planning and analysis systems, spend management tools, and TPRM solutions while providing stakeholders with actionable insights for evidence-based decisions.

CPM Engineering provides engineering solutions enabling third-party spend management, data automation, budget planning, financial forecasting, and expense allocation aligned with strategic objectives.

CPM Management provides strategic oversight, operational support, communications and change management, and risk governance across the division.

Role Overview:

Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This BI Specialist role sits within the Product & Reporting team. The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. This entails in-depth data analysis and producing reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts. Should have excellent verbal and written communication skills.

Job Responsibilities will include, but are not limited to:

Develop ETL (Extract, Transform and Load) processes to integrate data from various sources into a centralized data warehouse to provide a comprehensive view of operational and third-party risk across the firm

Analyze data to identify patterns, trends, and anomalies that may indicate potential risks. Utilize BI tools to develop interactive dashboards to visualize these key risk indicators and performance metrics

Leverage your innovative skills to identify potential areas to create operational efficiencies and automate manual processes

Leverage Program owners, working groups and other stakeholders to enable enhancements to the workflow or key metrics

Partner with engineering teams to develop scalable business processes and data pipelines to support our clients

Manage prioritization and stakeholder engagement to maximize delivery towards established business goals

Qualifications:

Graduate or Undergraduate degree in Computer Science, Statistics, Math, Engineering or related field

Minimum of 4 years of experience in Business Intelligence / Data Analytics

Analytical, self-motivated, detail-oriented with strong problem-solving skills

Ability to communicate clearly with end users, development managers and other stakeholders

Ability to work within a high-risk environment and meet challenging deadlines and targets

Proficient in database query languages (such as SQL) and Data Visualization (platforms such as Power BI, QlikSense)

Experience with using multi-dimensional data modelling/data warehousing for data analytics and reporting

Preferred Qualifications:

Data governance and modelling experience

Experience in gathering and documenting requirements with full testing traceability

Experience in predictive analytics using tools such as Python, or R

Certifications: Relevant certifications in database technologies (e.g., Certified Data Professional), ETL Tools and BI Platforms (e.g., Power BI/ Power Platform specialist)

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview

CORPORATE TITLE

Associate

OFFICE LOCATION(S)

Dallas

JOB FUNCTION

Data Analytics & Reporting

DIVISION

Corporate Planning & Management