Director of Business Intelligence

The Director of Business Intelligence (BI) will lead the development and execution of Citadel’s enterprise data and analytics strategy. This role is pivotal in transforming the organization’s current landscape of ad hoc tools and manual integrations into a scalable, automated BI function that supports underwriting, program development, carrier reporting, marketing, and sales performance.

Reporting to the VP of Strategic Business Operations, the Director will guide all aspects of BI infrastructure, from data architecture to analytics delivery, while fostering a data-driven culture. The role will manage Citadel’s current IT Manager (transitioning into BI) and grow the team in alignment with organizational needs. This leader will also introduce AI-driven tools and process automation to improve accuracy, efficiency, and insight generation.

As a strategic partner to senior leadership, this role ensures that BI capabilities are tightly aligned with Citadel’s growth goals, revenue strategy, and partner relationships.

Supervisory Responsibilities:

• Provide strategic leadership to the Business Systems Manager, ensuring the optimization of existing systems, workflows, and integrations, while advancing organization-wide business intelligence capabilities.
• Supervise and mentor BI staff with a focus on performance management, professional growth, and cross-functional collaboration.
• Drive team development and lead recruitment efforts to scale business intelligence resources in alignment with organizational growth and strategic priorities.

Essential Tasks:

• Design and manage Citadel’s enterprise data architecture by integrating SQL, Excel, XML, APIs, and system migrations.
• Build and maintain a scalable BI infrastructure that supports analytics for program development, underwriting, finance, marketing, and sales.
• Automate and optimize existing manual data workflows (e.g., Excel/VBA/SQL).
• Ensure accuracy and timeliness of critical financial and carrier reporting (e.g., bordereaux).
• Collaborate with cross-functional teams to provide data insights, performance tracking, and strategic business cases.
• Drive the adoption of AI, machine learning, and automation to enhance analytics, forecasting, and planning.
• Mentor, manage, and grow the BI team; foster a collaborative, innovative, and results-oriented culture.
• Serve as a data strategy advisor during executive-level planning, forecasting, and growth initiatives.

Core Competencies:

• Enterprise Data Strategy & Architecture: Ability to design scalable systems that consolidate and organize data across functions.
• Cross-Functional Collaboration: Skilled in aligning BI deliverables with the goals of Underwriting, Marketing, Product, and Sales.
• Automation & AI Integration: Proficient in leveraging AI, machine learning, and advanced analytics to improve decision-making and process efficiency.
• Performance Analytics: Ability to develop dashboards, metrics, and KPIs that inform key business strategies and actions.
• Strategic Planning & Forecasting: Supports executive leadership with data models and projections that guide business growth.
• Team Leadership & Development: Proven success in building high-performing BI teams and mentoring technical talent.
• Analytical Thinking & Problem Solving: Exceptional ability to translate complex data into actionable insights.
• Communication & Executive Influence: Skilled at presenting technical and analytical findings to senior stakeholders in a clear, actionable way.

Experience and Education:

• Bachelor’s degree in Business Information Systems, Data Science, Computer Science, Analytics, or a related field; Master’s degree (MBA, MIS, or similar) strongly preferred.”
• 10 years of experience in data and business intelligence, including at least 5 years in leadership roles.
• Proven track record in building data infrastructures, automating workflows, and delivering impactful BI solutions across departments.
• Strong experience in transforming manual data processes into automated systems.
• Previous experience working in insurance, financial services, or regulated environments preferred.
• Ability to manage and prioritize cross-functional projects in a fast-paced, growth-oriented environment.